Default resources and their location
The system provides default account resources in various folders.
Resources and user groups at Root-level folder
You can create and store resources and user groups at account level or Root level, which means that these resources will be shared across all the descending folders and subfolders.
- Administrators
- Project Managers
Resources and user groups at customer-level folders
You can create and store resources and user groups in the Customers folder, which means that these resources will be shared across all the descending folders and subfolders.
- Default resources: File Type Configurations, Language Processing Rules, Field Templates
- Default user groups: Customer Requesters
You can add as many customers 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.