Intro to folders

First off, what’s a folder?

Centricity folders help you store content in logical groups. Content can take the form of either a Look, which is a saved report that captures the answer to a question about your data, or a dashboard, which is a collection of visualizations used to shed light on more complex questions about your data.

Folders require users to have View access level to see them, and the Manage Access, Edit level to make permanent changes to their content. Centricity admins can grant permission to other users to organize their personal folders or other shared folders.

Viewing and managing access for folders

Which users are able to view or make changes to folders is determined by the access level granted to that user by the organization’s admin.

Folder access levels

There are two access levels for users or groups for Centricity folders:

View: Users can see that the folder exists and see the Looks and dashboards inside it.

Manage Access, Edit: Users can do everything that View users can, plus make changes to folders:

Viewing access levels for folders

To view current access levels for a folder, navigate to the folder and click the gear icon. Choose the Manage Access option. If you are not allowed to change access levels, Centricity will display the access levels as a simple count of how many users are in each access tier.

Managing access levels for folders

In order to manage access levels in folders, you need permission from your Centricity admin and the Manage Access, Edit access level for that particular folder. With these permissions, you’ll be able to name folders, create subfolders, and specify which other users can view or manage that folder.

  1. Go to your desired folder and view its access levels. You’ll know you have Manage Access, Edit access if you see a field for “Add group or user”.

  2. If the folder is a subfolder of another folder, Centricity will show whether that folder automatically inherits its access-level settings from its parent. You’ll also be able to create a custom list of users and groups, if the current settings aren’t as specific as you’d like to get.

  3. If you choose to create a custom list, you can manage each user or group individually.

    1. To change the access levels, select a user or group’s access level and click on the new, desired access level.

    2. To remove the access level from a group or user, click on the X beside the name.

    3. To add users or groups, type their name into the “Add group or user” field, click on the result and select the desired access level.

Creating a folder

You can create folders within your organization’s Shared folder or your personal folder. To create a folder, first navigate to the folder, or destination, that you want to contain it. In other words, you’ll decide first where the folder will live within Centricity. For example, if you want a new folder within the Shared folder, navigate there, then create your new folder.

Once you’ve navigated to your desired location:

  1. Click New in the upper right.

  2. Select Folder.

  3. Enter a name for your folder, then click Create folder.

By default, a folder inherits the folder access levels of its parent.

Setting your default folder

By default, Centricity displays Shared folders in the left sidebar, as well as the Browse menu. To set a different folder as your default, go to that folder, click on the gear icon and select “Set as your default folder.”

The new default folder will appear in your Browse menu and the left sidebar.

Renaming, moving, and deleting folders

Subfolders within Shared or your personal folder can be renamed, moved, or deleted. The top-level folders, such as Shared or your personal folder cannot be changes in these ways.

The make a change to lower-level folders, go to the folder of interest and choose your desired option from the list that appears after clicking the gear icon.

Be careful when deleting folders. In one action, you can delete all of the folder’s content, which may contain subfolders. Use caution when choosing this option.

More questions about Centricity? Check out our website or talk to our Support Team.