Creating Folders

To create a folder:

Click Folders in the side menu.
Leave My Folders selected to create a private or shared folder, or select Knowledge Base to create a Knowledge Base folder if you have the appropriate role.
To add a folder at the root level, click the Create Folder button. To add a folder as a subfolder, click the Add Subfolder () icon next to the parent folder.
Provide a name for the folder in the Name field.
To allow links to be added to the folder, leave the Allow new items to be added to this folder check box selected. Otherwise, clear the check box to allow the folder to contain only sub-folders.
To grant anonymous users access to public items contained in a Knowledge Base folder, select the Allow Anonymous Access to Folder Items check box.
Note: In addition, the Allow Anonymous Access option must be enabled in SBM System Administrator. Anonymous users do not have a user account, and can only view the public Knowledge Base through a designated URL (for example, http://serverName/workcenter/tmtrack.dll?AnonymousUse).
Optionally, complete the Sharing tab to select users, groups, and teams to share the folder with. For details, refer to Sharing a Folder with Other Users.

About Folder Sharing Capabilities

You are the owner of folders you create. You can share the folder with users, groups, or resource teams and you can designate other users as co-owners, collaborators, contributors, or viewers. You cannot change the primary owner of a folder, however.

The following table lists the shared capabilities for each role.

Role	Capabilities
Owner	All capabilities.
Co-owner	Modify folder properties Modify sharing Delete folder Add links to folder Remove links from folder Copy and move links from folder to folder
Collaborator	Add links to folder Remove links from folder Copy and move links from folder to folder
Contributor	Add links to folder Copy links to another folder
Viewer	View shared folders Copy links to another folder
Ignore	No capabilities. Note: This role is available only for subfolders. Use this role when you want to remove all capabilities from a user, group, or team that has inherited a role from the parent folder.

Sharing a Folder with Other Users

To share a folder:

Create a new folder or edit a folder that you own or co-own.
On the Sharing tab, select or search for the users, groups, or teams to share the folder with, then click the plus sign to add them to the share list.
By default, each selection is given viewer access. To change the access level, select a row, then choose one of these options:
- Teams ()
  Collaborator or Contributor access.
- Groups ()
  Collaborator or Contributor access.
- Users ()
  Collaborator, Contributor, or Co-owner access.
Select the Send notifications about sharing check box to notify users by e-mail that the folder has been shared with them.

Folders shared with other users appear in their Shared With Me list under Folders.

Overriding Inherited Sharing Assignments

Subfolders inherit the sharing assignments made in the parent folder. To override these assignments, follow these steps:

Edit a subfolder that you own or co-own. The sharing assignments inherited from the parent folder appear in the Inherited Sharings list.
On the Sharing tab, select or search for the users, groups, or teams that you want to override, then click the plus sign to add them to the share list.
By default, each selection is given viewer access. To change the access level, select a row, then choose one of these options:
- Teams ()
  Ignore, Collaborator, or Contributor access.
- Groups ()
  Ignore, Collaborator, or Contributor access.
- Users ()
  Ignore, Collaborator, Contributor, or Co-owner access.
Select the Send notifications about sharing check box to notify users by e-mail that the folder has been shared with them.