> ## 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

Organize and share [items](https://coconut-grid.mintlify.site/visualization/items.md) 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.

**1. Open New Folder Dialog**

In the folder list, click **New Folder** at the bottom.

**2. Enter Folder Details**

Enter the required information.

| Field | Description |
| - | - |
| **Folder Name** | The display name of the folder |
| **Shared To** | Select groups from **Available for Sharing** |

**3. Save**

Click **Save** to create the folder.

## Edit Folder

Update folder details and sharing settings.

**1. Open Folder Menu**

In the folder list, find the folder and click the dropdown menu.

**2. Select Edit**

Click **Edit** to open the Edit Folder dialog.

**3. Update Folder Details**

Modify the required information.

| Field | Description |
| - | - |
| **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** |

**4. Save**

Click **Save** to apply changes.

> [!NOTE]
>
> If the user does not have edit permission, the **Edit** action changes to **View**, and the dialog is read-only.

## Clone Folder

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

**1. Open Folder Menu**

In the folder list, find the folder and click the dropdown menu.

**2. Select Clone**

Click **Clone** to open the Clone Folder dialog.

**3. Update Folder Details**

Modify the required information before saving.

* **Folder Name**
* **Owner**
* **Shared To** – Select groups and assign roles from **Available for Sharing**

**4. Save**

Click **Save** to create the cloned folder.

> [!NOTE]
>
> Copies all items in the folder.

## Delete Folder

Remove a folder from the folder list.

**1. Open Folder Menu**

In the folder list, find the folder and click the dropdown menu.

**2. Select Delete**

Click **Delete** to open the Delete Folder dialog.

**3. Configure Option**

Choose how to handle items.

* Return items to the owner's personal folder without deleting them

**4. Confirm Deletion**

Click **Delete** to remove the folder.

## Groups

Select groups to grant access to the folder.

* Displays all available groups in your organization
* Groups are based on the [Salesforce Group](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_group.htm) 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.

## 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

> [!NOTE]
>
> Admins can access all items at the system level, but the My Personal Folder only displays the current user's items in the UI.

> [!NOTE]
>
> Actions are disabled if the user does not have permission.


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