Folders, Workbench & Client Folders

Folders (technically WordPress Collections) are how you organize resources in ClientCove. The folder tree on the left side of the Resources page is divided into three labeled sections, each with its own scope and access rules.

What Folders Can and Cannot Do

Think of the Resources library like the folders on your computer: you create folders, nest them, and drag files and folders around to keep things organized — and as of v4.0.0 you can drop an entire folder tree from your desktop and have ClientCove recreate it.

You can	Notes
Create Shared, Client, and (auto) Workbench folders	—
Create subfolders with unlimited nesting (2–3 levels stays browseable)	—
Add a folder inline while creating a resource (+ New Folder)	—
Drag resource cards between folders to organize them	—
Drag folders onto other folders to re-parent them within the tree	—
Drag-and-drop files or folders from your computer onto the Resources page	Folders since v3.9.0; structure recreation since v4.0.0

Dropping a folder from Finder or File Explorer asks how to handle it: Recreate folders builds matching portal folders — nested subfolders included, up to 4 levels deep — and uploads each file into its folder; Flatten uploads everything into the folder you're viewing; Cancel uploads nothing. A dropped folder whose name matches an existing folder is reused rather than duplicated, subfolders created inside a client folder inherit that client automatically, OS junk files like .DS_Store are skipped, and the Recreate option appears only for users who can create folders.

Folder Types

Folder	Icon	Visibility	Who Can Create
Shared	Open folder	All resource users	Admin, System Admin, Tech Admin
Client	Filled blue folder	Members of that client + admins	Admin, System Admin, Tech Admin
Workbench	Yellow wrench, lock badge	Staff only	Auto-created per client

Shared Folders

Visible to anyone with resource access. Use these for portal-wide content — reference materials, public guides, generic templates.

Client Folders

Bound to a specific client company. Only users assigned to that client can see them (admins always see everything). Use for confidential deliverables, client-specific brand assets, contracts, and onboarding materials.

Workbench Folders

Private staging areas, one per client, used by staff before publishing. Marked with a lock badge. Clients never see workbench content. A reminder banner inside the folder reads:

Private staging area visible only to staff — not clients.

Creating Folders

1. Find the appropriate section in the folder tree (Shared, Client, or skip Workbench — those auto-create)
2. Click the + button at the top of that section
3. Enter a name
4. In the Client Folders section, optionally tick Client Folder to bind it to the active client
5. Click Create

Subfolders

To create a subfolder, hover the parent folder, open its three-dot menu, and choose Add Subfolder. Folders support unlimited nesting, but 2–3 levels usually keeps things browseable.

Workbench Folders

Workbench folders auto-generate the first time a staff user creates a resource for a client. The naming convention is internal (workbench-<client_id>) — what you see in the tree is just "Workbench" under that client.

To publish from the workbench: drag the resource card from the workbench folder into a client-visible folder (or onto a Shared folder for general availability).

Workbench folders cannot be renamed, deleted, or moved.

Drag & Drop

The folder tree supports rich drag-and-drop within Resources — this is for rearranging items that already live in your library, not for importing folders from your computer:

Action	Drop Target	Result
Drag a resource card	Any folder	Moves the resource into that folder
Drag a folder	Another folder	Re-parents the dragged folder
Drag a folder	Empty area	(Blocked for client folders — see prompts below)

To bring new files in from your computer, use the upload dropzone on the Add Resource modal instead (see Adding & Creating Resources). It accepts files, not folders.

Visual feedback:

• Drop targets highlight with a primary border
• Dragging folder dims with a tilt effect
• Active folder gets a blue background

Client Inheritance Prompts

Drag-and-drop with client folders triggers confirmation prompts to prevent accidental data leaks.

"Inherit Client Assignment?"

Shown when you drag a folder under a client folder. Choose:

• Inherit — the moved folder becomes bound to the new parent's client
• Keep current — the folder retains its existing client (or stays unbound)

"Remove Client Assignment?"

Shown when you drag a client folder to a non-client parent. Confirms you want to drop the client binding.

Blocked moves

Some moves are silently rejected with a toast:

• Workbench folders cannot be moved at all
• Client folders cannot be promoted to top level
• A client folder cannot be moved under a different client's tree

Renaming & Deleting

Open a folder's three-dot menu:

• Rename — inline edit the folder name
• Delete — moves the folder to trash; resources inside are not deleted but lose their folder membership

Workbench folders and locked client folders only allow Add Subfolder — no rename or delete.