Using Basic Group Search in Sub-Folios

Prerequisites: Users require folio administrator+ permissions in the folio to complete this task.
Users who have both folio and site administrator permissions, see Using Basic Group Search in Cartella Site Settings for details use basic search for global groups.

Use basic search to filter groups in the Groups table for specific sub-folios.

To perform a basic search for sub-folio groups:
  1. Log in to Cartella.
  2. Choose one of the following steps.
    • Navigate to [name-of-parent-folio] > [name-of-sub-folio] > Manage > Groups.
    • Navigate to [name-of-parent-folio] > Manage > Modules > [name-of-sub-folio] Manage > Groups.
  3. Optional: Select a header in the drop-down list to search in a specific column.
  4. Enter the keyword in the Search field.

    Search results display in the Groups table.
    Click Clear Search to reset the search.