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Using Folders in Staffbase Email

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Christiana Nimtz
 
Folder Administrator
 
Managing Editor
 
Space Administrator
 
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. You can easily create, and manage folders.

A user can only be either Administrator or Editor for a folder. If you select a user from one of the dropdowns, they will not be available in the other dropdown.

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.

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
  1. In the Studio, navigate to Email > Folders.
  2. Click Create Folder.
    Folders_07_EN.png
    The Folder Settings page opens.

  3. Under Space, select a space from the dropdown menu.

  4. Enter a Folder Name.

  5. Optionally, under Description, enter an explanation.

  6. Optionally, enter one or more Sender Name(s).

  7. Under Audience, select All Users or Selected User Groups or Users. Learn more about targeting in Staffbase Email.

  8. Optionally, under Target Audience, select the audience from the dropdown menu.

  9. Optionally, under Role Management, assign Folder Administrators from the Administrators dropdown menu.

  10. Optionally, assign Folder Editors from the Editors dropdown menu.

  11. Click Create.

You have created a folder. Folder Administrators can adjust the folder settings, and Folder Editors can view the settings at any time.

  1. In the Studio, navigate to Email > Folders.
  2. Click Create Folder.
    Email_standalone_folder.png
    The Folder Settings page opens.

  3. Enter a Folder Name.

  4. Optionally, under Description, enter an explanation for the folder.

  5. Optionally, enter one or more Sender Name(s).

  6. Optionally, under Audience, select All Users or Selected User Groups or Users.

  7. Optionally, select the Target Audience from the dropdown menu.

  8. Optionally, under Role Management, select users to assign Folder Administrators from the Administrators dropdown menu.

  9. Optionally, select users to assign Folder Editors from the Editors dropdown menu.

  10. 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

  1. In the Studio, navigate to Email > Folders.
  2. Open the folder you want to edit.
  3. Click the more options icon.
    The dropdown menu opens.
    more options icon_EN.png
  4. Select Settings.
    The Folder Settings page opens.
  5. Configure the folder settings.
  6. Click Save.

You have successfully adjusted the Folder settings.

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