How can we improve Geopointe?

Allow non-geopointe Admin users the ability to create folders

Rather me the Admin creating folders for user, I would love it if my Sales reps could create their own folders to stay organized. I understand the modeling around folders work like Report folders in SF, but it be nice if my sales reps could share folders with one another. This would limit some of the administration around creating folders, sharing, etc.

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    Rodolfo Ornelas shared this idea  ·   ·  Admin →

    3 comments

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      • Anonymous commented  · 

        @Luke, to create a folder, a user needs the Geopointe Admin permission set assigned to them. That does give them a bit more power than just folder creation, though. Most of the power comes through the Geopointe Setup tab. I's up to you whether you'd want to expose that tab to them or not. If you don't, the Geopointe Admin permission set will give them some extra power on the Map page is all.

        Alternatively, what you can do is create the folders yourself. Then, once created, use the Sharing Details option on that folder. This will bounce you to the folder's permissions. Add a share record there for the user/role/profile/whatever-you-need and share it with "read-write" access. Once you do that, that folder will appear for those users and let them own administration of the contents of that folder. Make sense?

      • Luke commented  · 

        What is the minimum permission(s) necessary to allow a user to create a folder. I want a power user to set up data sets for other reps to use.

      • AdminGeopointe (Admin, Geopointe) commented  · 

        We will look into this. We understand what you are saying and how that can be convenient, but also want to balance the control an admin vs a user has.

        What we'd likely do to solve this is uncouple all of the things being a Geopointe Admin allows and turn them into separate permissions that can be uniquely assigned. This would allow you to delegate folder rights to more people without giving them full Geopointe Admin rights.

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