> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Folders

export const SALESFORCE_DEVELOPER_BASE_URL = 'https://developer.salesforce.com';

Organize and share items using folders. The folder list is displayed in the sidebar of the Coconut Grid tab, where you can view folders, access actions, and create new folders or items.

## New Folder

Create a new folder to organize items and control access.

<Steps>
  <Step title="Open New Folder dialog">
    In the folder list, click **New Folder** at the bottom.
  </Step>

  <Step title="Enter folder details">
    Enter the required information.

    * `Folder Name` – The display name of the folder
    * `Shared To` – Select groups from `Available for Sharing`
  </Step>

  <Step title="Save">
    Click **Save** to create the folder.
  </Step>
</Steps>

## Edit Folder

Update folder details and sharing settings.

<Steps>
  <Step title="Open folder menu">
    In the folder list, find the folder and click the dropdown menu.
  </Step>

  <Step title="Select Edit">
    Click **Edit** to open the Edit Folder dialog.
  </Step>

  <Step title="Update folder details">
    Modify the required information.

    * `Folder Name` – The display name of the folder
    * `Owner` – The user who owns the folder
    * `Shared To` – Select groups and assign roles from `Available for Sharing`
  </Step>

  <Step title="Save">
    Click **Save** to apply changes.
  </Step>
</Steps>

<Info>
  If the user does not have edit permission, the Edit action changes to View, and the dialog is read-only.
</Info>

## Clone Folder

Create a new folder by copying an existing folder and its items.

<Steps>
  <Step title="Open folder menu">
    In the folder list, find the folder and click the dropdown menu.
  </Step>

  <Step title="Select Clone">
    Click **Clone** to open the Clone Folder dialog.
  </Step>

  <Step title="Update folder details">
    Modify the required information before saving.

    * `Folder Name`
    * `Owner`
    * `Shared To` – Select groups and assign roles from `Available for Sharing`
  </Step>

  <Step title="Save">
    Click **Save** to create the cloned folder.
  </Step>
</Steps>

<Info>
  Copies all items in the folder.
</Info>

## Delete Folder

Remove a folder from the folder list.

<Steps>
  <Step title="Open folder menu">
    In the folder list, find the folder and click the dropdown menu.
  </Step>

  <Step title="Select Delete">
    Click **Delete** to open the Delete Folder dialog.
  </Step>

  <Step title="Configure option">
    Choose how to handle items.

    * Return items to the owner's personal folder without deleting them
  </Step>

  <Step title="Confirm deletion">
    Click **Delete** to remove the folder.
  </Step>
</Steps>

## Groups

Select groups to grant access to the folder.

* Displays all available groups in your organization
* Groups are based on the <a href={`${SALESFORCE_DEVELOPER_BASE_URL}/docs/atlas.en-us.260.0.object_reference.meta/object_reference/sforce_api_objects_group.htm`} target="_blank">Salesforce Group</a> object
* You can assign a role to each selected group
* If no group is selected, the folder is private to the owner and admins

## Roles

Define access levels for shared groups.

| Role         | Folder Access | Item Access  |
| ------------ | ------------- | ------------ |
| Read Only    | Read only     | Read only    |
| Read & Write | Read only     | Read & Write |
| Manage       | Read & Write  | Full access  |
| Owner        | Full access   | Full access  |
| Admin        | Full access   | Full access  |

<Tip>
  Assign the Manage role only to trusted users.
</Tip>

## My Personal Folder

The `My Personal Folder` stores items that are private to the owner.

* Only the owner can see items in this folder in the UI

<Info>
  Admins can access all items at the system level, but the My Personal Folder only displays the current user's items in the UI.
</Info>

<Info>
  Actions are disabled if the user does not have permission.
</Info>