Creating Systems, Folders, and Subfolders

1. Navigate Your Workspace

The left-hand side panel is your main navigation hub. This is where you toggle between the three primary content sections:

• Systems: For "how-to" processes.

• Policies: For company rules and guidelines.

• Training: For educational courses and workshops.

2. Create a Top-Level (Root) Folder

Root folders are typically used to represent your main company departments, such as Finance, Marketing, or Operations.

• Click the New button in the top left corner of the screen.

• Select New Folder.

• Enter a name for your department (e.g., "Marketing").

• Click Add. The folder will now appear in your left-hand panel.

3. Add Subfolders and Content

Once your root folders are set up, you can build out your hierarchy using one of two methods:

• Method A (Right-Click): Right-click on any folder and select New Folder or New System/Policy/Training.

• Method B (Toolbar): Click to highlight a folder, then click the New button at the top and select your desired item.

For example, to organize your marketing department:

1. Right-click "Marketing" and add a subfolder named "Social Media."

2. Right-click "Social Media" and select New System to create a specific process like "Facebook Posting."

4. Name and Save Your Content

When creating a new system, policy, or training:

• Enter a clear, descriptive Title.

• Click Publish (or Save).

• Your new content will now be nested precisely where you created it in the folder tree.

5. Troubleshooting Permissions

If the New button is missing or you cannot right-click to add items, your user access level may be restricted.

• Note: Only users with Admin or Editor permissions can create or modify folders and systems. If you are a Reader, contact your systemHUB admin to request an access update.