How to Create Sub-Folders & Share Folders with Team Members in Pabbly Connect

Learn how to create sub-folders and share folders with team members in Pabbly Connect. Step-by-step guide for effective team collaboration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Creating Sub-Folders in Pabbly Connect

Creating sub-folders in Pabbly Connect is essential for organizing your automation workflows. To start, log into your Pabbly Connect account and navigate to the left sidebar where your folders are listed. Here, you can see existing folders such as Company A, Company B, and Company C.

To create a sub-folder, click on the three dots next to the folder name (e.g., Company A) and select the ‘Create Folder’ option. You will need to enter a name for your new sub-folder, such as ‘HR’. Make sure to select the parent folder (Company A) from the dropdown menu before clicking on ‘Create Folder’.

2. Organizing Workflows within Sub-Folders

Once you’ve set up your sub-folders in Pabbly Connect, it’s time to organize your automation workflows. You can create multiple sub-folders under each main folder. For example, under Company A, you might want to create another sub-folder called ‘Support Team’.

• Click on the three dots next to Company A and select ‘Create Folder’.
• Name the sub-folder (e.g., ‘Support Team’) and select Company A as its parent folder.
• Click ‘Create Folder’ to finalize the creation.

After creating the ‘Support Team’ sub-folder, you can create another sub-folder within it, like ‘Zendesk’. This structure allows you to maintain a clear hierarchy and manage your workflows efficiently.

3. Sharing Folders with Team Members in Pabbly Connect

Sharing folders in Pabbly Connect is a straightforward process that enhances collaboration. To share a folder, navigate to the folder you wish to share (for example, the ‘Zendesk’ sub-folder). Click on the three dots next to the folder name and select the ‘Share’ option.

You will be directed to the team member section. Here, click on the ‘Add Team Member’ button and enter the email address of the team member you want to invite. Instead of sharing individual workflows, you can select the entire sub-folder (e.g., Zendesk) to share with them. Click on the ‘Add’ button to complete the process.

4. Managing Automation Workflows in Shared Folders

After sharing folders in Pabbly Connect, managing automation workflows becomes seamless. If you want to move workflows into the shared sub-folder, select the workflows you want to move, click on ‘Select Action’, and choose ‘Move Workflow’. You will see a dropdown to select the target folder or sub-folder.

• Choose the ‘Zendesk’ sub-folder as the destination.
• Click ‘Move’ to transfer the selected workflows.

Any changes made in the shared folder will reflect in the team member’s account. If you move a workflow out of the sub-folder, it will no longer be visible to the team member. This allows for effective workflow management and real-time updates.

5. Finalizing Folder Sharing and Access Control

Finalizing folder sharing in Pabbly Connect ensures that your team members have the right access to necessary workflows. To share a complete folder (like Company A), click on the share button and enter the team member’s email address. Select the root folder you want to share and click ‘Add’.

Once shared, all sub-folders and their workflows under Company A will be accessible to the team member. Any changes made within these folders will be reflected in both your account and the team member’s account, ensuring everyone stays updated.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to create sub-folders and share them with team members streamlines workflow management. This tutorial covers the essential steps for effective organization and collaboration within your automation processes.