Folder Sharing

Organizing with Folders

Folders help you organize interviews and control access within your organization.

Creating Folders

1. In the interviews view, click New Folder
2. Give it a descriptive name
3. The folder appears in your folder tree

Folder Permissions

Folders have their own permission layer:

Folder Owner

• The creator of the folder
• Full control over folder settings
• Can add/remove collaborators
• Can delete the folder

Folder Member

• Can view all interviews in the folder
• Can create interviews in the folder
• Can edit interviews they have access to
• Cannot modify folder settings

Adding Collaborators to Folders

1. Click the folder settings icon (⚙️)
2. Select Manage Members
3. Search for team members by name
4. Add them as folder members
5. They'll see the folder and its contents

Best Practices for Folder Organization

By Client or Project

📁 Acme Corp
  └── 📁 Q1 Interviews
  └── 📁 Product Research
📁 TechStart Inc
  └── 📁 User Feedback

By Interview Type

📁 Case Studies
📁 Blog Posts
📁 Documentation
📁 User Research

By Team

📁 Marketing Team
📁 Product Team
📁 Customer Success

Moving Interviews Between Folders

1. Select the interview(s) you want to move
2. Click Move to Folder in the bulk actions bar
3. Choose the destination folder
4. Confirm the move