Folder Administrator
Folders in Staffbase Email allow you to structure your communications, set team-specific permissions, and define access rights for different target groups. Learn more about Folders and the rights and roles.
Creating a Folder
The following roles can create folders:
- Administrator: can create folders in any Space
- Space administrator: can create folders in his/her Space
- Managing editor: can create folders in any Space
In many organizations, folder editors may draft or prepare emails but are not authorized to send them, since sending an email is a formal, public action that typically requires review or approval from the core communications team. In Staffbase Email, the following roles can restrict folder editors from sending emails within a folder:
- Folder administrator
- Space administrator
- Managing editor
- Administrator
- In the Studio, navigate to Email > Folders.
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Click Create Folder.
The Folder Settings page opens.
- Under Space, select a space from the dropdown menu.
- Enter a Folder Name.
- Optionally, under Description, enter an explanation.
- Enter one or more Sender Address(es).
- Enter one or more Sender Name(s).
The Sender Name(s) is shown in the “From” section of the recipients’ email. You can add as many groups or unique recipients as you like. - Under Audience, select All Users or Selected User Groups or Users. Learn more about targeting in Staffbase Email.
- Under Target Audience, select the audience from the dropdown menu.
- Optionally, under Role Management, assign folder administrators from the Administrators dropdown menu.
- Optionally, assign folder editors from the Editors dropdown menu.
- Optionally, under Sending Permissions, activate the toggle to restrict folder editors from sending emails.
- Click Create.
You have created a folder. Folder administrators can adjust the folder settings, and folder editors can view the settings at any time.
- In the Studio, navigate to Email > Folders.
-
Click Create Folder.
The Folder Settings page opens.
- Enter a Folder Name.
- Optionally, under Description, enter an explanation for the folder.
- Enter one or more Sender Address(es).
- Enter one or more Sender Name(s).
The Sender Name(s) is shown in the “From” section of the recipients’ email. You can add as many groups or unique recipients as you like. - Optionally, under Audience, select All Users or Selected User Groups or Users.
- Select the Target Audience from the dropdown menu.
- Optionally, under Role Management, select users to assign folder administrators from the Administrators dropdown menu.
- Optionally, select users to assign folder editors from the Editors dropdown menu.
- Optionally, under Sending Permissions, activate the toggle to restrict folder editors from sending emails.
- Click Create.
You have successfully created a folder. Folder administrators can adjust the folder settings, and folder editors can view the details at any time.
Adjusting Folder Settings
- In the Studio, navigate to Email > Folders.
- Open the folder you want to edit.
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Click the more options icon.
The dropdown menu opens. - Select Settings.
The Folder Settings page opens. - Configure the folder settings.
- Click Save.
You have successfully adjusted the folder settings.
Deleting a Folder
You can only delete a folder if it contains no sent or scheduled emails.
- In the Studio, navigate to Email > Folders.
- Open the folder you want to delete.
- Click Delete Folder.
The Delete Folder dialog opens. - Click Delete.
You have successfully deleted a folder including all the drafts that were saved in it. The changes cannot be undone.
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