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Manage folders in your org

For Enterprise only: Use the Folder management dashboard in your admin settings to view and update permissions on folders

Updated this week

As members of your org use folders to organize and share docs, you may wish for additional visibility and control over these folders. That’s why we’ve built the folder management dashboard in the admin settings. Org admins and content admins on Coda’s Enterprise plans can use this dashboard to view all the folders in their org, see how these folders are shared, update access to folders, and more.

ℹ️ This article is intended only for customers on our Enterprise plan. If you're on a Team plan and want to learn about creating, sharing, and managing folders, check out this article instead.

Within this article, you’ll find...


Access the folder management dashboard

If you’re an org admin or content admin, you can access the folder management dashboard by following the steps below:

  1. While logged into Coda, click on your account name in the lower-left corner of your screen

  2. Select Admin settings from the menu

  3. Search for or scroll to the Folder management page (within the Content section)

access folder management dashboard - enterprise (refresh).gif

You’ve arrived at the folder management page, where you’ll see a list of all the folders in your org and key details for each.

Dashboard filters

You can use tools at the top of the page to filter the list by...

  • Workspace: the workspace to which the folder belongs

  • Folder manager: users who have “can manage” access to the folder

  • Shared with: the sharing level of the folder, including “shared with workspace”

  • Search: search for folder name by keyword

  • Show “My docs” folders: deselect to filter out all of the “My docs” folders for each org member

Take actions on folders

From this dashboard, org admins and content admins can also take any of the following actions on folders:

  • Update access: change who has access to the folder and what level of access is granted

  • Manage docs: see a list of the docs in that folder, and manage those docs as needed

  • Copy folder link: save the URL of the folder to your clipboard

  • Delete folder: delete the folder from your org (only possible if the folder has already been emptied of docs)

To take any of the above actions on a folder, follow these steps:

  1. From the Folder management dashboard, locate the folder you want to action (see list of filter tools above)

  2. Click on the three-dot menu to the right of the folder details

  3. Select the desired action from the menu

take actions on folders - enterprise (refresh).gif

FAQs

Who can use the folder management dashboard?

Anyone with an org admin or content admin role can access the folder management dashboard. Note that these roles and this dashboard are only available to customers on our Enterprise tier.

Where can I learn more about creating and sharing folders?

Learn all about how org members can create, share, and manage folders here.

Can org admins set rules for how folders are shared outside their org?

Yes - org admins can set org-wide sharing rules that determine how docs, folders, and other content can be shared outside of the organization. Learn more here.


Related resources

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