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 using Pabbly Connect. This detailed tutorial covers all steps and integrations. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Creating Sub-Folders in Pabbly Connect

To create sub-folders in Pabbly Connect, first access your Pabbly Connect account. This feature allows you to manage and organize your automation workflows effectively. Start by locating the folders you have created for your clients, such as Company A, Company B, and Company C. using Pabbly Connect

To create a sub-folder under Company A, click on the three dots next to the folder name and select the ‘Create Folder’ option. Enter a name for the sub-folder, for example, ‘HR,’ and select ‘Company A’ as the parent folder. Click on ‘Create Folder’ to finalize this action. This process can be repeated to create additional sub-folders as needed.

2. Organizing Workflows in Pabbly Connect

Once you have created your sub-folders, you can organize your workflows within them. Pabbly Connect allows you to create multiple layers of folders for better workflow management. For instance, under the ‘Support Team’ sub-folder, you can create another sub-folder named ‘Zendesk’ for all Zendesk-related automations. using Pabbly Connect

• Select the parent folder as ‘Support Team’ when creating the ‘Zendesk’ sub-folder.
• Click on ‘Create Folder’ to establish the new sub-folder.
• Repeat the process to create as many sub-folders as required.

By organizing your workflows in this manner, you can easily manage and segregate your automation tasks within Pabbly Connect. This hierarchy helps in keeping your account structured and efficient.

3. Sharing Folders with Team Members in Pabbly Connect

Pabbly Connect also enables you to share entire folders or sub-folders with your team members, enhancing collaboration. To share a folder, navigate to the folder you wish to share, click on the three dots, and select ‘Share’. This action will direct you to the team member section of your account. using Pabbly Connect

Here are the steps to share a folder with a team member:

• Click on the ‘Add Team Member’ button.
• Enter the email address of the team member you want to add.
• Select the folder or sub-folder you wish to share and click ‘Add’.

Once added, the team member will have access to all automation workflows within the shared folder, allowing seamless collaboration on projects.

4. Managing Workflow Access in Pabbly Connect

After sharing a folder, you can manage access to the workflows contained within it. If you need to move workflows between folders, Pabbly Connect makes this easy. For example, if you want to move workflows from the ‘Test’ folder to the ‘Zendesk’ sub-folder, select the workflows and choose the ‘Move Workflow’ option. using Pabbly Connect

In the dropdown menu, select the destination folder, such as ‘Zendesk,’ and click ‘Move’. This action will transfer the selected workflows to the new location. Any changes made to the workflows will be reflected in both your account and the team member’s account.

To verify access, log into the team member’s account and check if the workflows are visible in the shared folder. This ensures that all members have the most up-to-date access to necessary workflows.

5. Finalizing Access and Workflows in Pabbly Connect

To finalize access and ensure workflows are shared appropriately, consider sharing entire folders with team members. For instance, if you want to share the root folder ‘Company A,’ follow the same process of clicking on ‘Share’ and adding the team member. using Pabbly Connect

Once the folder is shared, all sub-folders and workflows within it will also be accessible to the team member. This comprehensive sharing approach allows for efficient management of team projects.

After sharing, any updates made to the workflows will automatically sync with the team member’s account, ensuring they have the latest information. Regularly check and adjust access as needed to maintain effective collaboration within Pabbly Connect.

Conclusion

In this tutorial, we covered how to create sub-folders and share folders with team members using Pabbly Connect. By following these steps, you can enhance your workflow organization and collaboration capabilities effectively.