Administer > Application setup > Controlling user access and security > Folder entitlement > Specify use of the default folder from the operator record

Specify use of the default folder from the operator record

Applies to User Roles:

System Administrator

The System Administrator can set the default folder for an individual operator. This setting allows the records opened by the operator to be automatically associated with the default folder set in the operator record.

To specify use of the default folder from the operator record, follow these steps:

  1. From the System Navigator, click System Administration > Ongoing Maintenance > Operators.

    The Operator search form opens.

  2. Type optional search criteria, and then click Search.
  3. Select the operator record to be edited.
  4. In the General tab, select the Folder Entitlement tab.
  5. In the Default Folder field, select a security folder as the default folder for this operator.
  6. Click Save.
  7. Click OK.
  8. Log out of Service Manager, and then log back in.

    The default folder selected will automatically be used the next time the operator opens a new record.

Related topics

Folder entitlement
Application profiles

Add a security folder
Delete a folder
Enable folder entitlement
Disable folder entitlement