TABLE OF CONTENTS


What's New



  • Sending invites to a folder of sessions—an enhancement for inviting a user to a set of sessions within a folder.

  • Organize session folders into your desired preference (by group, subs, market/location, project type, etc.) and share access to sessions in bulk.






- You must be an admin user

- You must be the owner/creator of the folder

- The invited users must be registerd/returning users


Introduction to Sending Invites to a Folder of Sessions


Session folders allow for you to organize sessions to your preference. The folders are saved to your profile and can be modified as you wish. You can create folders, drag and drop existing sessions into a folder, and create new sessions within a folder. 


Now, admins can also invite users to a set of sessions within a folder.

How to Create Session Folders


Step 1 Navigate to your sessions page by clicking Sessions (Structures, Employees, etc.) tab in the main navigation bar. You can also click the Talon or your company's logo in the upper left corner to visit the Sessions page.


On the Sessions page, you will find all sessions you have created or been invited to. Just above the session thumbnails, you may already see some folders. Folders will look similar to those (circled in blue) to the image below. 

  • For this example, we have created a few folders and you are welcome to create and organize them to your preference. We recommend sorting sessions by group that you wish to invite (and however works best for you) so that you can easily send invites to the sessions in a folder.



Step 1: Click Create a Folder



You will then be prompted to name your folder. 


Step 2 Please enter the name of the folder and then Save



The new folder will then appear on your Sessions page.



You can click to enter the folder and create new sessions or you can locate any existing sessions to then place into the new folder. 


Step 3 To move existing sessions into the new folder, search for a session or scroll on the Sessions page to locate the session you wish to move.


  • Option 1 You can select the ellipsis in the upper right corner of each session thumbnail > Move To > Select the Folder. This process will then move the session into the selected folder. You can repeat this process to create new folders and organize your sessions within them.


  • Option 2You can also drag and drop the session into the new folder (recommended if the session is in the first few rows from the top)

How to Invite a User to a Session Folder


You can now invite users to a folder of sessions, which will share access to the folder and all sessions inside. This can be very helpful for sending invites in bulk to specific groups of sessions.


You must be an admin user

You must be the owner/creator of the folder

The invited users must be registerd/returning users


Step 1 Navigate to your sessions page by clicking Sessions (other: Structures, Employees, etc.) tab in the main navigation bar. You can also click the Talon or your company's logo in the upper left corner to visit the Sessions page.


On the Sessions page, you will find all sessions you have created or been invited to. Just above the session thumbnails, you may already see some folders. Folders will look similar to those (circled in blue) to the image below. 

  • For this example, we have created a few folders and you are welcome to create and organize them to your preference. We recommend sorting sessions by group that you wish to invite (and however works best for you) so that you can easily send invites to the sessions in a folder.


Step 2 If you are the owner of a folder, locate the folder you wish to invite a user or user(s).


Step 3 You can select the ellipsis in the upper right corner of each session thumbnail > Add Users. Similar to inviting users from within a session, you will be prompted with a window to invite users to the selected folder.



Step 4 Once you have opened the Add users to folder window, enter the email address(es) or returning phone number(s) of the users you wish to invite, which can be added in the form of a list.


  • In the list, you can click the (X) icon to remove a user from the list

  • You can also revisit this process to invite other users later

  • Click Close to cancel





Step 5 Select Add when the user appears in the search window. When the list is complete, click Continue. This action will then share access to the folder and all sessions inside with the list of invited users.


New users will not be available to invite until registration has be completed.





Remove User Access to a Folder of Sessions


Step 1 To edit the list of users invited to a folder, locate the folder you wish to modify. 


Step 2 You can select the ellipsis in the upper right corner of each session thumbnail > Edit Users




Step 3 Click Remove for the user(s) you wish to remove access.



You can follow these same steps from within the folder to invite, edit, or remove user access to the sessions inside.


Folders Shared with you

If you are invited to a folder, you will see the folder on your sessions page but cannot currently invite other users. You will receive a notification once a folder has been shared with you and can enter each session within the shared folder.


You can quickly identify folders that have been shared with you by the Folder's icon.


Left icon: Example of folder you have created / Right icon: Example of folder that has been shared with you