Manage Folders

In Kloudfuse, Folders controls access to Dashboards and Alerts.

To manage folders, follow these steps:

  1. Select the Admin tab, and then the Folders option in the drop-down menu.

    Navigate to the Folders interface
  2. The Folders interfaces appears.

Using the Folders Interface

The Folders interface has the following information and affordances:

Folders list
Folders list
  1. Add New Folder button to create a new folder. See Create a Folder.

  2. Search bar to locate specific folders, by name.

  3. List of existing Folders.

  4. Bulk and individual action selectors.

    When you select several or all folders in the list, Kloudfuse displays a bulk Delete option. See Delete a Folder.

  5. Sort for the folder list.

  6. Hover over the folder you plan to Change, and click its name; Folder Settings appears.

    Use this interface to:

  7. Hover over a folder you plan to Delete, and click the trash (Trash) icon. See Delete a Folder.

  8. Specify the number of rows you can see on each page.

    select the number of rows on page
  9. Navigate across pages by clicking individual page numbers, or forward (forward) and backward (backward) arrows.

    select page numbers

Create a Folder

Create a new folder
Create a new folder
  1. Click the Add New Folder button at the top of the page.

  2. The Create Folder interface appears.

  3. In the Create Folder interface, enter the Folder name.

    Here, we create a folder named MyFirstFolder.

    rbac create new folder
    Specify folder name and visibility
  4. Specify if the folder is private, or shared with other users in the organization (based on their roles/permissions).

  5. Click add new folder (Add New Folder).

  6. Kloudfuse notifies you that you successfully added a new folder.

The new folder now appears in the Folders interface.

Update Folder Name

  1. Hover over the folder you plan to Change, and click its name; Folder Settings appears.

  2. The Update Folder interface appears.

    New folder detail
    New folder detail
  3. Change the Folder name field.

  4. Click Update Folder.

    rbac change folder name
    Change folder name

Update Folder Visibility

  1. Hover over the folder you plan to Change, and click its name; Folder Settings appears.

    New folder detail
    New folder detail
  2. In the Update Folder section, change the selection of the Private field.

    Private folders are only visible to their owner and Admin users. All other folders are visible to the entire organization, based on their role/permission level.

    rbac change folder visibility
    Change folder visibility
  3. Click Update Folder.

Add Folder Permissions

Follow these steps to add folder permissions for Users, Groups, and Roles. See Hierarchy of Permissions.

  1. Hover over the folder you plan to Change, and click its name; Folder Settings appears.

  2. Click Add Permission to Folder.

    rbac add permission to folder
  3. In Folder Settings, the Permissions options appear.

  4. In the first drop-down of the Permissions section, choose whether to add the new permissions for a User, Group, or Role.

    1. Select User.

      rbac add user permission 1
    2. In the Search bar, find the user to whom you plan to grant the new permission.

    3. In the second drop-down, choose weather the user has a View, Edit, or Admin permission.

      rbac add user permission 2
    4. Click Save to save the permission.

    5. A new entry appears under the list of Users.

Check Folder Permissions

To check existing folder permissions, hover your cursor over the information icon (information icon).

A text call-out appears. It lists all the specifics of the permission across dashboards, annotations, alerts, and so on.

rbac check permissions
Check permissions

Change Folder Permissions

The Role for Admin is fixed, and you cannot change it.

Follow these steps to change folder permissions for Users, Groups, and Roles.

  1. Hover over the folder you plan to Change, and click its name; Folder Settings appears.

  2. For each of Users, Groups, or Roles, use the drop-down in the Permissions column to select a different option.

    rbac change permissions

Delete Folder Permissions

The Role for Admin is fixed, and you cannot delete it.

Follow these steps to remove folder permissions from Users, Groups, and Roles.

  1. Hover over the folder you plan to Change, and click its name; Folder Settings appears.

  2. For each of Users, Groups, or Roles, hover your cursor over the permission you plan to remove, and click the Remove (Remove) icon.

    rbac remove permissions

Delete a Folder

The Folders interface provides an option for deleting a folder.

Kloudfuse does not allow users to delete Folders that contain Alerts.

However, you can delete Folders with Dashboards, or empty Folders.

To delete a folder, follow these steps:

  1. Hover over the folder you plan to delete.

  2. When the trashcan (trashcan) icon appears, click it.

    Delete a Folder
  3. In the Delete Folder prompt, click Delete to confirm, or Cancel to stop deleting the folder.

  4. You should see a notification that Kloudfuse deleted the folder successfully.

Bulk Delete

Alternatively,

  1. Select one or more folders using the checkbox to the left of the folder row.

    Bulk delete
    Bulk Delete
  2. Kloudfuse displays the number of selected folders and a Delete button.

  3. Click Delete, and follow the these steps.

Limit Editor Access

It is possible for a user with an Editor role to create dashboards and alerts that only they and users with Admin role can change. All other users with Edit role can only view these dashboards and alerts.

To accomplish this, follow these steps:

  1. Create a new folder.

    Here, we create the folder Limited Access.

    Create a new folder
  2. Kloudfuse adds the new folder to the Folders interface.

  3. Hover your pointer over the name field of the Limited Access folder, and click the Configuration (gear) icon.

  4. In the Change Settings for Limited Access interface, change the Editor role permissions on the folder to Viewer.

    Change Editor permission to Viewer
  5. Create new dashboards and alerts in your folder.

    If you move existing dashboards and alerts into the new folder, they keep their own access permissions, and may still be edited by other users with Editor role.

  6. Have another user with Editor role sign in to the system, and attempt to open the configuration of the folder.

    They should see an error.

  7. Similarly, when they review Dashboards and Alerts in the Limited Access folder, they cannot edit or delete them.