Creating Modules

How to Create Modules | Add a module within a folio.


Prerequisites: Users require folio administrator+ permissions for the parent folio or sub-folio to complete this task.

To add or reorder modules within a folio, select Modules from the Folio Management menu.

To create a module:
  1. Log in to Cartella.
  2. Choose one of the following steps.
    • Navigate to [name-of-parent-folio] > [name-of-sub-folio] > Manage > Modules.
    • Navigate to [name-of-parent-folio] > Manage > Modules > [name-of-sub-folio] Manage > Modules.
  3. Click Add Module.

    The Create Folio Module view displays.
  4. Enter a module name in the Label field.
  5. Optional: Enter the folio description in the Description field. Use the HTML editor to add formatting, links, media, and view the HTML source code.
  6. Select a module type in the Select Module drop-down list.
  7. Select a sharing permission in the Sharing drop-down list. Choose one of the following:
    Sharing Permission Description
    Inherited

    Inherits the sharing level from its parent folio.

    Public

    Allows anyone see the folio and its contents, including viewers who are not logged in to Cartella.

    Logged In Displays the content only to logged-in users.
    Specific Groups and Users

    Displays the content only to selected groups or individual members.

    Note: If you select this sharing level, a form for selecting users and groups displays.

    Private

    Displays the folio and its contents only to the folio creator.

    Connections

    Displays content only to user connections of the creator.

  8. Select or clear the Send Email Notifications Upon Save checkbox. Select users and groups to receive email notifications.
  9. Select or clear restrictions.
    Restriction Description
    Read Only Prevents everyone except administrators from editing folio content.
    Note: Users can view the Read Only folio.
    Locked Prevents users from creating sub-items or comments.
    Note: Users can view the locked folio.
    Auto Approve

    Automatically approves all sub-items and lower-level items of the site structure.

  10. Click Submit.
    Cartella saves the folio edits.