Overview
Manager folders in BrightMove help you organize and manage groups of managers for easier access, collaboration, and tracking. This article outlines how to navigate the Manager Folders interface, edit folder settings, and perform actions inside a folder.
Managing Folders from the Main Page
Sorting and Filtering Folders
From the Manager Folders page, you can click on column headers such as Name and Members to sort the list.
Use the Search bar in the top-right corner to filter folders by keyword.
Editing or Deleting Folders
If you have the appropriate security permissions:
Click Edit to rename the folder or adjust the Shared setting.
Click Delete to permanently remove a folder.
Working Inside a Manager Folder
Individual Actions
Once inside a manager folder, you can manage individual entries by clicking action buttons in the row for each manager:
Add Note
Add Activity
Edit
Remove
Performing Mass Actions
To perform actions on multiple managers at once:
Select the checkbox next to each manager’s name.
Click Choose Action for List in the top-right corner.
Select your desired mass action from the dropdown list.
To Add Note, Add Activity, Edit, or Remove a manager, click the appropriate action button in your chosen manager's row.
To perform a mass action:
Check mark the managers
Click Choose Action for List in the top-right of the page
Select your desired mass action from the list