Sharing Bookmarks in Swivle

Working on files in Swivle starts by searching for these files. Some files are searched for on a regular basis, such as those in a particular location, with a particular status, and so on.

Users can save often used searches as a Bookmark. These appear in a list in front of the Search box of Swivle.

System administrators can share any Bookmark that is created by a user with other users. This way, often used searches can be made available as a Bookmark to multiple users so that they do not have to manually enter or be aware of the search criteria themselves.

Shared Bookmarks can be recognized by the users icon next to their name in the Bookmark menu.

This article explains how to share Bookmarks.

Requirements

Take note of the following:

• Managing Bookmarks is done by using the Management Console and requires an account with admin credentials.
• Bookmarks can only be assigned to user groups, not to individual users. Make sure therefore that user groups have been set up.

Managing Bookmarks

Managing Bookmarks is done on the User Groups page in the Management Console.

Step 1. Log in to Swivle as a system administrator, and access the Management Console.

Step 2. Access the Groups page by choosing Permissions > Groups in the menu on the left.

The Groups page appears.

Step 2. In the menu at the top right, click the Bookmarks tab.

Here, Bookmarks can be shared, edited, deleted, or created.

Sharing Bookmarks

Bookmarks can be shared by assigning them to a user group.

Step 1. Access the Bookmarks page (see above).

Step 2. From the list of user groups, select the user group to which the Bookmark needs to be assigned.

Tip: Use the Filter to narrow down the results in the list by typing any part of a name.

Step 3. From the list of Bookmarks, select the Bookmark that needs to be assigned to the group.

Tip: Filter the list by name, user, or Bookmark ID (shown in the URL of the Bookmark as &bookmark=<id>)

To indicate that this Bookmark is now shared, the name turns red and a check mark appears in front of it.

Editing, deleting or creating Bookmarks

Editing or deleting a Bookmark is done by clicking the pencil icon for the Bookmark. Swivle will then open with the Bookmark active. From there, it can be changed or deleted.

Creating a new Bookmark can only be done in Swivle, not through the Management Console.

For details, see Searching for files using Swivle.