In Revlitix, you can rename both public and private folders to keep your workspace organized and easy to navigate.
This guide will show you how to rename a folder in just a few simple steps.
Step 1: Access the Folders Section
Go to the Sales Analytics or Marketing Analytics section from your Revlitix dashboard.Z
Click on the Folders tab to view all your existing folders.
Step 2: Find the Folder You Want to Rename
Look through the list of folders.
Locate the public or private folder you want to rename.
Step 3: Click the Three Dots (More Options)
Next to the folder name, click on the three dots (also called the More Options menu).
Step 4: Select the Rename Option
From the dropdown menu, click on Rename.
Step 5: Enter the New Folder Name
A text box will appear.
Type in the new name you want for your folder.
Step 6: Save the New Name
After entering the new name, press Enter or click Save (depending on the system prompt).
Your folder will now be updated with the new name.
Understanding Folder Renaming Rules
Public and Private Folders
The 'Public' and 'Private' folders are default categories provided by the Sales Analytics platform to help users organize their analyses efficiently and according to different access needs:
Public Folder: This folder is meant for analyses that can be viewed by all users within your organization. It’s designed to facilitate easy sharing and collaboration.|
Private Folder: This folder is for personal use. It is where you can store analyses that are not meant to be shared and are private to you.
Renaming Restrictions
Fixed Folder Names: Users cannot rename the 'Public' and 'Private' folders. These folders are integral to the platform's organizational structure, and their names are fixed to ensure consistent understanding and use across all users.
By adhering to these guidelines, you can effectively use the provided folders to organize your work while understanding the limitations in customization for these particular folders.