Overview
Checklist Permission Folders in Mobaro enhance your ability to manage and organize checklists effectively. These folders enable:
Granular permissions management: Assign specific roles (Administrators, Editors, Translators) without relying on blanket permissions like "Checklist: edit, modify, create, delete."
Improved organization: Group similar checklists together for a more intuitive and efficient overview in the Mobaro Backend.
By leveraging these folders, you can better secure access, delegate responsibilities, and ensure a smooth workflow across your team.
How to Use Checklist Permission Folders
Accessing Checklist Permission Folders
To access existing Checklist Permission Folders:
Navigate to the Checklist Section
Open the Checklist section in the Mobaro Backend.
Explore Folder Structures
Locate the folder tree on the left-hand side of the screen.
Click on a folder to expand or collapse its contents.
Subfolders are nested within parent folders and can be accessed similarly.
Utilizing Checklist Permission Folders in Mobaro
Description
Organize checklists and assign precise permissions with Checklist Permission Folders, streamlining management and improving collaboration.
Overview
Checklist Permission Folders in Mobaro enhance your ability to manage and organize checklists effectively. These folders enable:
Granular permissions management: Assign specific roles (Administrators, Editors, Translators) without relying on blanket permissions like "Checklist: edit, modify, create, delete."
Improved organization: Group similar checklists together for a more intuitive and efficient overview in the Mobaro Backend.
By leveraging these folders, you can better secure access, delegate responsibilities, and ensure a smooth workflow across your team.
How to Use Checklist Permission Folders
Accessing Checklist Permission Folders
To access existing Checklist Permission Folders:
Navigate to the Checklist Section
Open the Checklist section in the Mobaro Backend.Explore Folder Structures
Locate the folder tree on the left-hand side of the screen.
Click on a folder to expand or collapse its contents.
Subfolders are nested within parent folders and can be accessed similarly.
Creating a Checklist Permission Folder
To create a new folder and define permissions:
Click the "+" Icon
In the Checklist section, select the + icon at the top of the folder list.
Name Your Folder
Enter a descriptive name for the folder (e.g., Maintenance, Inspections).
Assign Roles
Specify roles for users:
Administrators: Full access to create, modify, and delete all checklists within the folder and parent folders.
Editors: Can edit checklists but cannot delete them or manage folder settings.
Translators: Restricted to translating checklists without editing or deletion rights.
Note: These folder-based permissions provide precise access control, replacing blanket permissions with targeted role assignments.
Save the Folder
Click Save to finalize and create the folder.
Managing Checklists in Folders
To manage checklists within a folder:
Select the Folder
Choose the relevant folder from the folder tree on the left-hand side.
Perform Folder Actions
Use the toolbar at the top to perform actions:
Add New Checklists: Click the + icon.
Edit Checklists: Select the Pencil icon after highlighting a checklist.
Delete Checklists: Use the Trash icon to remove selected checklists.
Tip: Group similar checklists into folders for easier navigation and improved organization. For example, create folders for daily inspections, monthly audits, or specific departments.
Frequently Asked Questions
Q: How are these folders different from blanket checklist permissions?
A: Folder-based permissions allow you to control access at a granular level, specifying who can create, edit, or translate checklists within specific folders.
Q: Can a user have different roles in different folders?
A: Yes, roles are folder-specific. For instance, a user can be an Administrator in one folder and an Editor in another.
Q: What happens if I delete a folder?
A: Deleting a folder will relocate all checklists within that folder, as well as those in any subfolders, to the top-level folder. No checklists will be deleted.
Q: Can checklists be moved between folders?
A: Yes, Administrators can drag and drop checklists to different folders as needed.