# Folders

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User permission: [Administration > Folders](https://docs.phocassoftware.com/administration/users/add-update-user/user-permissions#administrator-permissions)
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Add and manage folders
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Folders are a simple way to manage user collaboration via dashboards and favorites. For more information on using folders in general, see the [Sharing and folders](https://app.gitbook.com/s/7pj8v25BOyqZTdG5mdD1/getting-started/sharing-and-folders) page.

In the Phocas menu, click **Administration** > **Folders**. The **Folders** page displays a list of all your folders, including those you saved and those that have been shared with you by other users. You can see at a glance how many users can access the folder and how many content items it has.

<figure><img src="https://content.gitbook.com/content/vQCmtGTR7MsjcI62Vdki/blobs/tVpymYdBjpCQnOHpHHBy/3230695471.png" alt="" width="896"><figcaption></figcaption></figure>

These folders are listed in the [user account page](https://docs.phocassoftware.com/administration/users/add-update-user/user-account-page) > **User** tab (image below left). If you select a folder there, you give the user access to the contents of that folder. Users typically see a list of available folders when creating, sharing or cloning a dashboard or favorite (image below right). They can select one or more of these folders to share the item with other users.&#x20;

<figure><img src="https://3446572173-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvQCmtGTR7MsjcI62Vdki%2Fuploads%2FVwx3O3elETmYQlXLiFQd%2FUntitled%20-%20October%2009%2C%202025%20at%2014.13.10-1.png?alt=media&#x26;token=09982f25-93a3-447f-9ee6-878a2bb86036" alt=""><figcaption></figcaption></figure>

## Create a folder  <a href="#folders-administration-createafolder" id="folders-administration-createafolder"></a>

1. On the **Folders** page, click **New**.
2. Enter a name for the folder.
3. Set whether posts to this folder are allowed (select the checkbox). Note that users need [permission to share](https://docs.phocassoftware.com/administration/users/add-update-user/user-permissions#collaboration-sharing-permissions-for-dashboards-and-favorites) via folders.
4. Select which users can access this folder. If a user has access to a folder, they have access to all favorites and dashboards that are shared via the folder, provided they have permission to view the relevant database/s.
5. Click **Save**.

   <div align="left"><figure><img src="https://content.gitbook.com/content/vQCmtGTR7MsjcI62Vdki/blobs/nA5AYMc3rHDomZfuOdD5/3068364878.png" alt="" width="253"><figcaption></figcaption></figure></div>

## Edit a folder  <a href="#folders-administration-editafolder" id="folders-administration-editafolder"></a>

On the **Folders** page, click the folder name > edit its setup as required (see steps above) > click **Save**.

## Delete a folder <a href="#folders-administration-deleteafolder" id="folders-administration-deleteafolder"></a>

You can permanently a folder if it is no longer required. This action cannot be undone. You can delete multiple folders at the same time (click and drag to select the required rows).

On the **Folders** page, select the row of the folder > click **Delete** > **Yes**.