Organize units in folders
Group related units into folders such as “Sales” and “Operations” to keep the sidebar tidy. A folder only organizes.
Before you start · for ownersThe permission to edit units
Before you start · for owners
The permission to edit units
- You need: The permission to edit units
Steps
1
In the sidebar, next to Units, press New Folder, type the Folder Name and choose the Icon.
2
Drag units into the folder in the sidebar.
3
Drag the folders to reorder them.
4
To take a unit out of a folder, drag it out of the folder.
The unit goes back to the list without a folder.
How it works
A folder doesn’t change permissions or data. Each unit belongs to one folder only, and folders can’t be nested.
You can duplicate a whole folder with its units. See Duplicate a unit or folder, with or without its records.
If something goes wrong
What you see
Why
What to do
“A folder with this name already exists”
The name is in use.
Choose another name.
A real example
Namaa Academy
The situation
The sidebar is crowded with units: clients, courses, payments, trainers, rooms.
What they did
- A “Sales” folder for clients and payments.
- A “Training” folder for courses, trainers and rooms.
The result
Every employee finds their units in seconds.
A made-up company, to show the idea. The numbers are rounded.
Good to know
A folder’s name is 1 to 100 characters, and can’t repeat (upper and lower case count as the same).
Deleting a folder doesn’t delete its units: they just leave the folder.
Did this guide solve it?
If not, we’ll ask what was missing.