---
title: Organise policies into folders
description: Create a structured, permission-based policy experience for both managers and staff
---

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# Organise policies into folders

## How to organise policies into folders

**Who this article applies to:**

- Users with access to Ausmed Policies

**In this article:**

- [When to use folders](https://knowledge.organisations.ausmed.com.au/en/knowledge/organise-policies-with-folders-in-ausmeds-policy-library#when)
- [How to create folders](https://knowledge.organisations.ausmed.com.au/en/knowledge/organise-policies-with-folders-in-ausmeds-policy-library#how)
- [How folder permissions work](https://knowledge.organisations.ausmed.com.au/en/knowledge/organise-policies-with-folders-in-ausmeds-policy-library#permission)
- [How to move policies into folders](https://knowledge.organisations.ausmed.com.au/en/knowledge/organise-policies-with-folders-in-ausmeds-policy-library#move)

### When to use folders

Folders are a way to organise policies in your library. Use folders when you want to:

- Group policies by job role (e.g. Nursing, Admin, Kitchen)
- Limit visibility to certain teams or individuals
- Create a clearer experience for staff navigating the policy library

---

### How to create folders

To create a folder:

1. Go to **Policies** \> **Your Policy Library**
2. Click **+ Create Folder**  
   **![](https://knowledge.organisations.ausmed.com.au/hs-fs/hubfs/image-png-Aug-19-2025-01-57-49-4379-AM.png?width=251&height=347&name=image-png-Aug-19-2025-01-57-49-4379-AM.png)**
3. Enter a name for your folder (e.g. “Nursing” or “Safety”) ![](https://knowledge.organisations.ausmed.com.au/hs-fs/hubfs/image-png-Aug-19-2025-01-58-05-9039-AM.png?width=670&height=305&name=image-png-Aug-19-2025-01-58-05-9039-AM.png)
4. Choose who can see the folder:
   
     - **Everyone** (all users)
     - **Restricted** (specific job roles)
5. To create a subfolder - simply follow the instructions above, then drag the folder into the relevant parent folder  
   ![](https://knowledge.organisations.ausmed.com.au/hs-fs/hubfs/image-png-Nov-19-2025-01-03-30-8006-AM.png?width=245&height=121&name=image-png-Nov-19-2025-01-03-30-8006-AM.png)

---

### How folder permissions work

A folder's visibility setting determines who can see the folder and any policies placed inside it.

- **If a policy is moved into a folder**, it inherits that folder’s visibility settings—even if the policy previously had custom visibility settings.
- You’ll receive a prompt confirming that folder permissions will override the policy’s previous settings.

> Tip: Legacy visibility settings on policies still apply if no folder is used, making this system flexible for all organisations.

---

### How to move policies into folders

1. Go to **Your Policy Library**
2. Locate the policy you want to move
3. Drag and drop the policy into the desired folder

A confirmation will appear if permissions are changing. For example:

- If the folder is restricted to the "Admin" job role, the policy will now only be visible to users in that role.

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