📂 Introducing Nested Folders in Insights

We’re excited to bring you a new feature in

Insights

: Nested Folders! This update makes it easier than ever to organize your dashboards, workbooks, and other documents so everyone can quickly find the right information.

What’s New

Nested Folders let you create a clear, organized hierarchy within your organization’s group folder. Now, you can nest folders up to seven levels deep—plenty of flexibility to structure your content exactly the way you need, whether that’s by region, department, team, or any custom grouping that fits your workflow.

How It Benefits You 👍

Better Organization:
Break down your content into detailed folders (like Region ➡️ Hotel ➡️ Team) so that each user sees only what’s relevant to them.
Enhanced Security:
With additive permissions, each subfolder inherits access from its parent folder. This means you control who sees what at every level—keeping your data safe and organized.
Streamlined Access Management:
Admins and Managers can easily adjust permissions at every level, ensuring the right people have the right access with minimal hassle.

How It Works

Default Setup:
Every organization has a group folder in the Hub. By default, all users are set as Viewers while Admins have Manager access. Admins can adjust these settings if a more restrictive base is preferred.
Nested Folders:
Organize your content by creating subfolders inside your group folder. Whether you’re organizing by region, hotel, department, or another method, you can nest folders up to seven levels deep—giving you plenty of room to build a detailed structure. 📂📁
Inherited Permissions:
Permissions set on a parent folder automatically cascade to its subfolders and documents. You can also grant more permissive roles at lower levels so that only the designated teams have access to the right content.

For a detailed step-by-step guide on setting up your organization’s subfolder structure—including real-world examples for larger organizations with multiple regions and hotels—check out our Help Desk Article on the topic.

Get Started Today 🚀

Review the Help Article:
Dive into our detailed guide on setting up and managing your nested folder structure.
Plan Your Structure:
Think about how to best organize your content (by region, department, etc.) to make it easy for everyone to access the dashboards and workbooks they need.
Adjust Permissions:
Use the new nested folder feature to assign the right access roles—keeping your sensitive data secure and ensuring the right people can view or edit content.

Need a Hand? 🤝

If you have any questions or need assistance setting up your new nested folder structure, our Advisory team is here to help! Just reach out via the in-platform chat, and we’ll be happy to assist.

We hope you enjoy the new Nested Folders feature in Insights. Happy organizing!