Create a user folder

Creating a user folder

Create your own hierarchy of user folders to reflect your establishment structure, keeping together all users with similar requirements in a user folder with a meaningful name.

To create a user folder

From the File menu, choose New, and then choose User Folder. The location details are pre-filled on the New Folder window; this information is determined by the selected user folder.
Type a meaningful folder name. If you use, or intend to use, RM EasyLink, keep the folder name as short as possible.
Optionally, to be able to edit the folder properties as soon as the folder is created, tick the 'Edit immediately' box.
Click OK.
When you ticked the 'Edit immediately' box in step 5, you must confirm the default template for the new user folder, or choose a different one from the drop-down list.
Click OK.

Notes

The default template for the new user folder is the template associated with the parent user folder.
To add users to a user folder you can drag-and-drop them from a list of users displayed in the right-hand pane, or move them from another user folder.
To create a user folder, you can also choose in the toolbar, and from the menu choose Folder, or from the File menu choose New, User Folder.
When the user folder has been created, you cannot rename it. However, you can create a new user folder with the required name, move users into it, and then delete the original folder.

Users > Managing user folders > Create a user folder

Creating a user folder

To create a user folder

Users > Managing user folders > Create a user folder