How to add a contact directly to a folder

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When setting up users on your production,

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you can add a new user and add them to a folder all at once.

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This is equivalent to first adding them as a contact

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and then assigning that contact to your selected folder,

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except it's all done in a single step to save you a bit of time.

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To do so, first make sure the participants tab is selected

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and you'll also want to double check that the

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correct folder has been selected in the middle column.

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Then click on the Add Contact button at the bottom of the participants column

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and enter in the new user details.

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The permission will default to viewer,

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but you can select any permission you like from the drop down link,

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as well as add a roll label, if you wish.

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Click the add button to add the new user to the folder.

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And that's it.

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The user will now have access to this folder within your production,

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and if they're a brand new user to Flow Capture,

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they'll get a notification requesting that they set up their account credentials.