Creating & Editing Additional Directories

Create a Directory

1. Visit the settings / administration area.
2. Locate and click on the Directories card.
3. Click + Create Directory
4. Assign the directory and catalog a name in the Directory Name field.
5. Choose an icon from the list provided.
6. Preview the card to ensure it looks as intended.
7. Click Save.

Assign & Manage Directory Editors

Assign specific staff to be able to edit the content in a given directory through the Editors tab.

1. Visit the desired Directory and click the Editors tab.

2. Use the +Add Editor button to add a user as an editor on the directory.

3. Search for your user by name.
4. Click on the row of the desired user
5. Select the specific Directory-level permissions you would like for this user to have by checking the box to the left of the permission.
6. Click Save.

At any point, you can return to this Editors tab to delete editors using the trashcan icon or edit their permissions using the pencil icon.

View a Newly Created Directory

To view your newly created directory, you must first 🔄 refresh the browser. Then, when you click on the Directories icon in the left navigation menu, you will see your new directory card. Click on the directory card to enter into that directory and begin adding products.

Editing an Existing Directory Name or Icon

1. Go to the Settings / Admin area.

2. Click the Directories card.

3. Click the pencil icon to the right of the directory you wish to edit.
4. Edit the name and/or icon as desired.
5. Click the Save button.

Deleting a Directory

Preparing a Directory for Deletion

In order to delete the directory, you must first ensure the following three areas are free of data: products, resources, and contracts. It is recommended that you delete resources and contracts first -- prior to deleting products -- in order to prevent product archival.

Deleting Resources

To delete Resources, visit the Directory and click on the Resources tab.

Click on the trashcan icon to the right of each resource to delete it.

Deleting Contracts

To delete Contracts, visit the Contracts page, click on an individual contract to open it, and click the trashcan icon in the top right of the page. When asked to confirm, click the red Delete button to delete the contract.

Repeat this process for each additional contract.

Deleting Products

Once any resources and contracts have been deleted, you can then return to the desired Directory and click the trashcan icon beside each product to delete it.

If you are instead asked about product archival, it means that there is still a contract attached to this product. You must locate and delete its contract prior to fully deleting the product.

Delete the Directory

Once you have confirmed that all products, resources, and contracts have been wiped from the directory, you can then follow the below steps to achieve directory deletion.

1. Go to the Settings / Admin area.
2. Click the Directories card.
3. Click the trashcan icon to the right of the directory you wish to delete.
4. Confirm you would like to delete by clicking the red Delete button.