Skip to main content

Folders

Folders organize studies and AI test projects, and can be nested for hierarchy (e.g. Client A → Q3 Discovery). Your dashboard shows folders, studies, and AI test projects together, with search, filtering, and sorting. Archiving a folder archives the studies and AI test projects inside it.

Folder access policies

Every folder has an access policy that sets the default for organization members: Studies have the same set of access policies of their own.

Folder & study roles

On top of the default policy, you can grant individual people a role on a folder or study: Roles granted on a folder flow down to the studies inside it. Folder-level roles are Owner, Full access, Editor, and Viewer; the Commenter role is granted on individual studies.

Common setups

  • Open team — leave folders on Full access; use roles only for external collaborators.
  • Agency — one Invite-only folder per client; grant the account team Owner/Editor, and clients Commenter or Viewer on deliverables.
  • Sensitive research — an Invite-only folder restricted to the core team, with results shared more broadly via public sharing links when ready.