Sidebar Folders - Blue Docs

As your organisation grows and the number of workspaces increases, it becomes important to keep the sidebar organised. Sidebar Folders allow you to group related workspaces together so that everyone in your organisation sees the same folder structure.

How It Works

Sidebar folders are shared across your entire organisation. When a folder is created, renamed, reordered, or deleted, the change is reflected for every member. This ensures that your team always has a consistent, up-to-date view of how workspaces are organised.

Unlike file folders, which live inside individual workspaces, sidebar folders exist at the organisation level and are used to group workspaces together in the left-hand sidebar.

Creating a Folder

To create a new sidebar folder:

In the left sidebar, find the Projects section header.
Click the + button and select Create Folder.
Enter a name for the folder and press Enter.

The new folder will appear in the sidebar and will be visible to everyone in the organisation. You can then drag workspaces into the folder to organise them.

Who can create folders?

Only Organisation Administrators and users with the Folder Manager permission can create, rename, reorder, and delete folders. See the permissions section below for full details.

Moving Workspaces Into Folders

Any Workspace Administrator can move their workspace into or out of a folder by dragging it in the sidebar. This means workspace owners and admins can organise their own workspaces without needing full folder management access.

Regular members, clients, and view-only users cannot move workspaces between folders.

Renaming & Colouring Folders

To rename a folder or change its colour, right-click on the folder in the sidebar. Only users with folder management permissions will see these options in the context menu.

Adding Users to Folder Workspaces

You can invite users to all workspaces within a folder at once, saving time when onboarding new team members or granting access to a group of related workspaces.

Right-click on a folder in the sidebar.
Select Add Users from the context menu.
Choose the role for the new users (e.g. Admin, Team Member, Client).
Enter one or more email addresses — Blue will autocomplete from existing organisation members.
Review the list of workspaces in the folder. Blue automatically checks eligibility for each workspace and disables any that the user cannot be added to (e.g. archived workspaces, or workspaces where the invitee would exceed your own access level).
Confirm to send the invitations.

Eligibility checks

Blue respects the access level hierarchy. You cannot invite someone at a higher access level than your own. Workspaces that are archived or where custom role restrictions apply will be shown as ineligible with an explanation.

Deleting a Folder

When a folder is deleted, the workspaces inside it are not affected — they simply move back to the root level of the sidebar. No data is lost.

Folder deletion is permanent.

Deleting a folder cannot be undone. However, only the folder itself is removed — all workspaces and their data remain intact.

Folder Visibility

Not every member will see every folder. Blue automatically filters the sidebar based on workspace access:

Scenario	Organisation Admin / Folder Manager	Regular Member
Folder with workspaces the user can access	Visible	Visible
Folder with workspaces the user cannot access	Visible	Hidden
Empty folder (no workspaces inside)	Visible	Hidden

This keeps the sidebar clean for each user — you only see folders that are relevant to you.

Permissions

Sidebar folder management is controlled by two roles: Organisation Administrator and Folder Manager.

Action	Organisation Admin	Folder Manager	Workspace Admin	Regular Member
Create folder	Yes	Yes	No	No
Rename folder	Yes	Yes	No	No
Reorder folders	Yes	Yes	No	No
Change folder colour	Yes	Yes	No	No
Delete folder	Yes	Yes	No	No
Move workspace into a folder	Yes	Yes	Yes	No
Add users to folder workspaces	Yes	Yes	Yes	No
See empty folders	Yes	Yes	No	No

Organisation Administrators always have full folder management permissions — this is built-in and cannot be changed.

Folder Managers

Organisation Administrators can delegate folder management to specific team members by granting them the Folder Manager permission. A Folder Manager has the same folder capabilities as the Organisation Administrator, but does not gain any other administrative privileges.

There are two ways to manage Folder Managers:

In the Projects section header, click the settings icon (visible only to Organisation Administrators).
A popover will appear showing all organisation members.
Toggle the switch next to any member to grant or revoke folder management.

From Organisation Settings

Go to Settings and select the Team Members tab.
You will see a Folder Manager column with a toggle for each member.
Toggle the switch to grant or revoke folder management.

Organisation Administrators are shown with an Owner badge instead of a toggle, since their folder management is always active.

Use Cases

By department: Create folders like Engineering, Design, Marketing, and Finance to group workspaces by team.
By client: Agencies can create a folder per client to keep all related workspaces together.
By status: Use folders like Active Projects and On Hold to categorise workspaces by their current state.
By region: Global organisations can group workspaces by office or region.