Setting a Home Folder

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When you add a new person to Services with Viewer permissions or higher, you can start them off in a specific folder. This is helpful if your account has many folders or sub-folders, and it's difficult to find the right one.

To set a Home folder for another person, you must have Scheduler permissions or higher.

To set a person's Home folder, go to the Details tab in their profile, and then choose a Home folder from the dropdown.

Set a new Home Folder

When that person goes to the main plans page next, they will be in the Home Folder that you set without having to navigate there themselves.

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