Organizing your analyses into folders within Revlitix's Sales Analytics enhances workspace efficiency and collaboration.
This guide provides an overview of the different folder types available and how they can be utilized to streamline your workflow.
Overview of Folder Types
Where to Find Folders
View Folders Section: The 'View Folders' section is the main listing page where users can access all their folders.
Types of Folders Available
Here’s a breakdown of the different folder types and what they mean for your organization and sharing capabilities:
Private Folder
Access: Only the creator (owner) can view and manage the analyses stored here.
Use Case: Ideal for sensitive or personal analyses not intended for team sharing.
Note: This folder is provided by default and cannot be renamed or deleted.
Public Folder
Access: All team members within your organization can access and view the analyses stored here.
Use Case: Perfect for collaborative work and sharing analyses across the team.
Note: This folder is provided by default and cannot be renamed or deleted.
Shared Folder
Access: Appears when an analysis is specifically shared with other team members.
Use Case: Helps identify which analyses have been shared and with whom, outside of the regular team-wide sharing.
Note: This folder is system-generated and cannot be renamed or deleted.
New Folder
Access: Users can create custom folders to organize analyses as needed.
Use Case: Allows for personalized organization of analyses based on projects, clients, or other criteria.
Note: There are no restrictions on the number of new folders you can create.
Restrictions on Folder Operations
Renaming: The default folders ('Private', 'Public', and 'Shared') cannot be renamed to maintain a consistent organizational structure.
Options Icon: The options icon (usually represented by three dots) is disabled for the default folders, preventing editing or deletion.
By effectively leveraging these folder types, you can ensure that your analyses are well-organized and accessible to the appropriate team members, enhancing collaboration and efficiency within Sales Analytics.