4 min read · Updated
Managing Properties
The portfolio file tree is your primary way to organize properties. It works like a file explorer — sites at the top, structures and folders underneath, floor plans at the leaves.
Site Hierarchy
Site (physical location)
├── Structure (building, wing, garage)
│ ├── Sub-Structure (floor, section)
│ │ └── Floor Plan (PDF document)
│ └── Floor Plan
├── Folder (logical grouping)
│ ├── Structure
│ └── Floor Plan
└── Floor Plan (at site root)
Actions by Role
Not all users can modify the file tree. Actions are gated by your site role:
| Action | Facility Manager | Coordinator | Occupant |
|---|---|---|---|
| Browse and navigate | Yes | Yes | Yes |
| Click into structures and floor plans | Yes | Yes | Yes |
| Create sites | Yes | No | No |
| Edit / delete sites | Yes | No | No |
| Create structures and folders | Yes | No | No |
| Rename / delete folders | Yes | No | No |
| Edit / relocate structures | Yes | No | No |
| Drag-and-drop reorder | Yes | No | No |
If you do not see edit menus or the + button in the file tree, your site role does not include the site:edit or site:manage_structures permission. Contact your Facility Manager to request elevated access.
Creating Sites
Click the + icon in the file tree header (Facility Manager only).
Enter the site name — use the physical address or property name.
Optionally set the site icon and color for visual identification.
Adding Structures
Structures represent distinct physical areas within a site — buildings, parking garages, perimeters, outdoor areas.
Hover over a site node and click the + button.
Select New Structure.
Choose a structure type (building, parking, perimeter, warehouse, lab, floor, other) and enter a name.
Structures can be nested — use New Sub-Structure to create a building-floor hierarchy.
Organizing with Folders
Folders help you group structures and floor plans within a site.
Hover over a site node and click the + button.
Select New Folder.
Name the folder and choose a color (e.g., "Phase 1", "Server Rooms").
Editing and Relocating
Facility Managers can modify the tree structure:
- Edit Site — Change name, address, icon, and color via the context menu
- Rename Folder — Right-click and select "Rename", optionally change the color
- Edit Structure — Change name, type, color, and description
- Relocate Structure — Move a structure to a different folder, site root, parent structure, or even a different site entirely
Drag-and-Drop Reorder
Facility Managers can drag structures and folders to reorder them within their parent container. The tree supports:
- Reordering siblings (above/below indicators)
- Moving into folders or structures (highlight indicator)
- Cross-site moves for structures
Coordinators and occupants cannot drag items. The drag handle is disabled for roles without the site:manage_structures permission.
Renaming & Deleting
- Delete a structure — Only available via the Edit modal when the structure has no children or floor plans
- Delete a folder — Only available when the folder is empty (no structures or sub-folders)
- Delete a site — Only available when the site has no structures or folders