Defaults and their location
You can store various user groups and resource types in your current folder (location) or its children.
Resources and user groups at Root-level folder
You cannot create, edit or store resources and user groups at account level or Root level. However, you inherit all the resources created here by your administrator.
- Administrators
- Project Managers
Resources and user groups at customer-level folders
You can create and store resources and user groups at customer level, which means that these resources will be shared across all the descending folders and subfolders. As lead project manager, your group could be located at the Customers-folder level or at a customer-specific level.
- Default resources: File Type Configurations, Language Processing Rules, Field Templates
- Default user groups: Customer Requesters
You can add as many customer folders as needed, which means that you will have as many customer folders (locations) as created customers. You can create subfolders for each created folder. Store your resources in the customer folder or subfolder of your choice.