Dashboard Folders
Dashboard folders are tools for systematically organizing and managing dashboards. Using folders helps maintain efficient organization between dashboards and set appropriate access permissions for users. Folder access permissions work the same way as dashboard access permissions.
Folder Creation and Access by Role
Folder access permissions are identical to dashboard access permissions.
| Role | Folder Management Permission |
|---|---|
Admin | Can create Admin-only folders |
Workspace Owner | Can set folders as private when creating |
Workspace Member | Can only create private folders |
Creating Folders
Create Folder
You can create a folder by clicking the [+ New Folder] button in the top right of the dashboard main page.
Set Folder Name and Visibility
Workspace Owners can set the folder’s visibility.
Modifying and Deleting Folder Names
If you have management permissions for a folder, you can modify or delete the folder name.
Modifying Folders
Deleting Folders
Moving Folders
Dashboards can be assigned to or moved between folders using the [Move] button. The conditions for moving folders are as follows:
- Shared Dashboards: Can only be moved to shared folders
- Private Dashboards: Can only be moved to private folders
Select the dashboard to move and click the [Move] icon button
Select the destination folder
Complete the move
Sharing Folders
Folder sharing is a feature that shares all dashboards included in the folder together.
