Dashboard and Reports

October 19, 2020
Kent, folderit.com

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 […]


Setting Password / 2FA Policy

March 1, 2020
Folderit

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 […]


Deleting a User Group

November 19, 2019
Folderit

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 […]


Renaming a User Group

November 19, 2019
Folderit

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 […]


Removing Users from a User Group

November 19, 2019
Folderit

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 […]


Adding Users to a User Group

November 18, 2019
Folderit

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 […]


Creating User Groups

November 18, 2019
Folderit

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 […]


Adding Administrators / Granting Account-Level Access

November 16, 2019
Folderit

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. […]


Removing a User

November 16, 2019
Folderit

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 […]


Editing User’s Profile

November 16, 2019
Folderit

The administrator can change only the POSITION of an existing user. If the user’s name changes, they can change it under their own MY PROFILE view. If the person’s email/login need to be changed, contact our support. To change user’s position as an administraor do the following: Log in as an account administrator Locate Admin […]