Organize Touchpoints

When it comes to managing Folders, you can:

• Add or remove a folder
• Change the user permissions for a folder
• Move a Location or a Website to a folder

Add a Folder

1. From the menu on the left-hand side, click Touchpoints.
2. Click on the + symbol in the blue circle.
3. Select Folder.
4. Follow the on-screen prompts to define your Folder.
5. Click Save.

Remove a Folder

1. From the menu on the left-hand side, click Touchpoints.
2. Click on the Folder in question.
3. From the panel on the right-hand side, click on the trash can icon.
4. Follow the prompts to remove the Folder.

Change the Details and User Permissions of an Existing Folder

1. From the menu on the left-hand side, click Touchpoints.
2. Your Folders, Locations and Websites appear as a list. Select the Folder you wish to change and click Edit.
3. Make the changes you wish to and click Save.

Move a Location or a Website to a Folder

1. From the menu on the left-hand side, click Touchpoints.
2. Your Folders, Locations and Websites appear as a list. Select the Location or Website you wish to move and click Edit.
3. Change the Parent Folder and click Save.

Updated on: 11/08/2023