Folders
Group related smarttables together and share them with users as a single unit.
ℹ️ Who can manage folders?
Only System Admins can create, rename, delete folders, or change which smarttables belong to one.
Why Use Folders
If your organization has many smarttables, sharing each one individually to every user who needs it becomes tedious. Folders let you group smarttables (for example, all smarttables belonging to one department or process) and grant access to the whole group in one step.
| Action | Description | Who Can Do It |
|---|---|---|
| Create Folder | Create a new named folder in your organization | System Admin |
| Add SmartTables to Folder | Choose which smarttables belong to the folder | System Admin |
| Share Folder | Grant one or more users access to every smarttable in the folder at once | System Admin |
| Revoke Folder Access | Remove a user's access that was granted via the folder | System Admin |
| Rename / Delete Folder | Rename the folder or remove it entirely | System Admin |
⚠️ One Folder Per SmartTable
A smarttable can belong to only one folder at a time. Adding a smarttable to a new folder removes it from any folder it was previously in.
How Sharing Works
- Sharing a folder with a user grants them regular User access to every smarttable currently in the folder
- SmartTables added to the folder later are automatically shared with everyone who already has access to that folder
- Revoking a user's folder access only removes the access that came from the folder — it does not remove access that was shared with them directly on an individual smarttable
💡 Tip
Use folders for onboarding — instead of remembering which five smarttables a new hire in a department needs, share one folder and they get all of them.