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How to Create a Folder in the Agent and Diagram Menus

This article explains who can create folders, how to create them, how they appear in both list and grid views, and what information is available for each folder.

Updated over 2 weeks ago

Permissions Required

Who can create folders?

  • Space Editors can create folders in both the Diagrams and AI Agents menus.

Who can move maps, diagrams, or folders?

  • Users with Editor or Manage permission on a map/diagram.

  • Folder owners.

Movement can be done using:

  • The list context menu

  • Drag & drop (grid view only)

  • The RSB (Right-Side Bar) context menu

Creating a New Folder

1. Open the correct menu

You can create folders in two places:

  • AI Agents

  • Diagrams

The folder you create appears in whichever menu you're currently viewing.

2. Click the New button

At the bottom of the menu that appears, select Create Folder

3. Provide the folder details

A modal window will appear asking for:

  • Name (required)

  • Description (optional)

4. Create

The folder is created instantly in the current location.

Where Your Folder Appears

If created from the main Agents or Diagrams menu

  • The folder appears as a tile in the same menu.

  • Folders are sorted alphabetically, just like maps and diagrams.

If created inside a folder

  • The new folder is placed inside that folder.

  • You can create multiple nested levels of folders.

Folder Appearance in List View

In List View, folders display as:

  • A row with:

    • Name (hyperlinked)

    • Type: Folder

    • Owner: creator of the folder

Folder Appearance in Grid View

In Grid View, a folder displays as:

  • A simple collapsed card showing:

    • Name

    • Description

  • An “Open” button appears when you hover or select the folder card.

Moving Diagrams or Folders Between Folders

You can reorganise your content by moving diagrams, maps, and folders from one location to another.

Who can move diagrams/folders?

  • Anyone with Editor or Manage permission on the diagram/map.

  • Folder owners.

Ways to move content:

1. Drag and Drop (Grid View Only)

  • Simply drag the diagram or folder tile over the destination folder tile.

  • Drop it when the folder highlights to complete the move.

2. List View — Context Menu

  • In List View, open the context menu (⋯) for a diagram, map, or folder.

  • Select Move to… and choose the target folder.

3. Right-Side Bar (RSB)

  • Select a diagram or folder.

  • In the RSB, use the context actions to move the item into a different folder.

Access & Visibility Rules

  • Folders do not have access rights, sharing, or tags.

  • Everyone in the Space can see all folders.

  • No folders are hidden or private.

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