Organizing your analyses into folders within Revlitix's Sales Analytics enhances workspace efficiency and collaboration.
This guide will walk you through creating and managing folders to keep your analyses structured and accessible.
Creating New Folders
Step 1 : Access Sales Analytics
Navigate to the Sales Analytics section in your Revlitix dashboard.
Step 2 : Initiate Folder Creation
Click on the Add Folder button.
Step 3 : Name Your Folder
Provide a descriptive name that reflects the contents or purpose of the folder.
Step 4: Set Access Permissions
Private Folder: Accessible only to you.
Shared Folder: Accessible to selected team members.
Step 5 : Save the Folder
Click Create to finalize the folder setup.
Managing Folders
Rename a Folder:
Click on the folder's options menu (three dots) and select Rename to update the folder's name.
Delete a Folder:
From the options menu, choose Delete to remove the folder. Note: Deleting a folder will also remove all analyses contained within it.
Share a Folder:
Select Share from the options menu to grant access to other team members.
Star a Folder
Click the star icon next to a folder to mark it as important or frequently accessed. Starred folders appear prominently for quick access.
View Access Permissions
In the folder list, access permissions are displayed alongside each folder, indicating who has access.
By effectively utilizing folders, you can maintain an organized Sales Analytics environment, streamline collaboration, and ensure that analyses are easily accessible to the appropriate team members.