Folderit has Azure Active Directory (AD) integration built in for easy user management and Single Sign-On (SSO) for larger teams. The following setup details are meant for IT specialists to understand and use. If you need our technical assistance, please contact us. AD integration is only available in Platinum plan and above. Here’s the setup […]
Account administrators can access ‘Dashboard & Reports‘ view to have an overview of all files in the system and their status. From Dashboard you can see: – Duplicate Report– Documents that are pending approval– Documents that are nearing their retention end– Documents that are nearing (or have exceeded) their due date– Total report of all […]
If you want to require your team to use more complex passwords, 2FA and set a time when your team members are forced to change their password then head to Password Policy settings. There you can do just that and specify the requirements even more precisely. To view and use Password Policy settings, log in […]
If you no longer need a user group and want to remove it, follow these simple steps: Log in as an account administrator Locate Admin Tools panel on the left side, under the Main Sections Click on “Manage User Groups” Click on the settings (gear) icon on the right side of the group’s name to […]
If you need to rename your existing user group, follow these simple steps: Log in as an account administrator Locate Admin Tools panel on the left side, under the Main Sections Click on “Manage User Groups” Click on the settings (gear) icon on the right side of the group’s name to open settings menu Choose […]
If you need to remove a user from your user group(s) but not entirely from your team, you can easily do that. Do the following: Log in as an account administrator Locate Admin Tools panel on the left side, under the Main Sections Click on Manage User Groups Click on the user group you need […]
After you have created at least one user group, you can start assigning your team members into that group. To assign users (or User Groups) to a User Group, do the following: Log in as an account administrator and locate the Admin Tools panel on the left side of the system, right under the Main […]
User groups are the simplest way to grant access to your resources in Folderit to a number of people at once. You first create a user group, then assign your existing users to it and share any file, folder, section or the whole account to this group. Any changes in group’s access to resources will […]
If you want some people to have access to every resource (file, folder, section) under your account, you can grant them an account-level access. Usually management and owners of an organization would be given access on this level. As with every other resource sharing, you can also share to user groups and use sharing expiration. […]
To remove a user whose registration your account’s administrator has initiated at a time and who therefore appears in your ‘Admin Tools > Manage Users’ list, follow these steps: Log in as an account administrator Locate Admin Tools panel on the left side, under the Main Sections Click on ‘Manage Users’ Click on the settings […]
