Folders

Folders allow you to organize Resources and/or Bookmarks for easier access by users. For example, you can create a Group called Math and then create a folder called Algebra for that group. You can then assign a Resource on the Math Group level, configure that Resource once, and then place it in the Algebra folder. This would keep that Resource separate from non-Algebra Resources, making it easier for users to find the resources they need.

Adding Folders

To add a folder:

  1. Select AppStore to open the Passport Configuration screen.
  2. Select the Organization from the pull-down menu and the user, Role, or Group for which you need to add a new folder.
  3. In the Role/Group section, click the NEW FOLDER button.Screenshot 2022-03-20 at 20.21-5
  4. The New Folder popup will appear. Enter a unique name for the new folder in the Folder Name field, and then click OK to exit the popup.Screenshot 2022-03-20 at 20.21-6
  5. The new folder will appear in the Role/Group section when that user, Group, or Role is selected using the User Roles & Groups pull-down menu. You may now place Resources and Bookmarks in the New Folder or syndicate that folder.Screenshot 2022-03-20 at 20.21-7

Adding Resources to the Folders

Before placing a Resource or Bookmark in a folder, that item must already be assigned to the user, Group, or Role that has the folder in which the item will be placed.

To place a Resource (or Bookmark) in a folder:

  1. Select AppStore to open the Passport Configuration screen.
  2. Select the Organization from the pull-down menu and the user, Role, or Group containing the folder to which you want to move the Resource(s) or Bookmark(s).
  3. In the Role/Group section of the screen, select the Resource(s) or Bookmark(s) to move by checking the checkbox at the top left of that Resource. Click the Edit link.Screenshot 2022-03-20 at 20.22
  4. The Edit popup appears. Use the Place to Folder pull-down menu to select the folder in which the Resource would be added. If desired, you can edit a name for the Resource or Bookmark in the Title field. Click OK to close the popup or CANCEL to dismiss the changes.Screenshot 2022-03-20 at 20.22-1

Removing Folders

To remove a folder:

  1. Select AppStore to open the Passport Configuration screen.
  2. Select the Organization from the pull-down menu and the user, Role, or Group for which you would like to delete the folder.
  3. In the Role/Group section of the screen, remove the Resource(s) and Bookmark(s) from the folder you are going to delete. Then click the Remove link for the folder you want to delete.Screenshot 2022-03-20 at 20.22-2
  4. The Confirm popup appears. Click OK to proceed with deleting the folder or CANCEL to dismiss the changes.Screenshot 2022-03-20 at 20.22-3

The deleted folder will no longer appear in the Role/Group section of the screen.