Managing Folders

Managing Folders

Folders can be used to store related notices, surveys and quizzes that are being used for a particular activity. Basically, they are used in the same way one would use folders in a computer.

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    • Deleting a Folder

      You can only delete  an empty folder. For a folder to be deleted, it should NOT contain any communications i.e Surveys, Quizzes or Notices. To delete a Folder, do the following: From the Left hand menu, navigate to Folders Click on “All Folders” in ...
    • Creating a New Folder

      Getting started with designing and building your communications, you would need to create a new folder.  There are two ways you can create a folder To create a folder from the Left Hand Menu From the Left hand menu, navigate to Folders Click on “All ...
    • Assign Folder Permissions to a Role

      Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Folders and Products. ...
    • Other Options in a Folder

      There are additional option available in a folder which are: Go to Folders From the Left hand menu, navigate to Folders Click on “All Folders” in the sub menu This will open up the Folders List Click on the desired folder In the folder,  Click ...
    • Managing User Roles

      User Roles are a feature that can be used to control how and what people can access on the platform. This will primarily be managed by the Account Admin of a particular organization who will define roles and assign them to different users . It is ...