Organizing with Folders and Tags

As your media library grows, folders and tags help you find the right assets quickly. Folders give your files a clear structure, while tags let you categorize and filter your accounts for faster navigation.


Folders

Folders work just like the folders on your computer. You can nest them inside each other to create a hierarchy that makes sense for your team -- by campaign, content type, season, or whatever works best.

Creating a folder

  1. Navigate to the Assets page from the sidebar, or open the Library tab on an account detail page.

  2. If you are on the main Assets page, switch to the Org Shared or Account tab. (The All tab shows assets from every scope and does not support folder creation.)

  3. Click New Folder in the top-right toolbar.

  4. In the dialog that appears, enter a Folder Name and press Create Folder (or hit Enter).

Your new folder appears at the top of the grid, before any loose assets.

  • Click any folder card in the grid to open it.

  • A breadcrumb trail appears above the grid showing your current path (for example, Root > Campaigns > Summer 2026). Click any segment to jump back to that level.

  • On the main Assets page, the breadcrumb root is labeled Root. On an account detail page, it is labeled with the account name followed by "Library."

Uploading into a folder

When you navigate into a folder and click Upload Assets, the files you upload are placed directly inside that folder. You do not need to move them afterward.

Nesting folders (subfolders)

You can create folders inside other folders. Open the parent folder first, then click New Folder. The subfolder inherits the same scope (organization-level or account-level) as its parent.

Renaming a folder

Folder names must be unique within the same parent location. If you need to rename a folder, your organization admin or editor can do so through the platform. The new name cannot duplicate an existing folder name in the same location.

Deleting a folder

  1. Hover over the folder card to reveal the three-dot menu icon.

  2. Click the menu and select Delete.

A folder can only be deleted when it is completely empty -- no assets and no subfolders inside it. Move or delete the contents first if the folder is not empty.

Folder scope

Folders belong to either the organization level or a specific account level:

  • Org-level folders are visible to anyone in the organization and appear when you view the Org Shared tab.

  • Account-level folders belong to a single account and appear when you view that account's library.

You cannot nest an account-level folder under an organization-level folder (or vice versa). Each folder stays within its own scope.


Tags

Tags in Rool are color-coded labels you assign to accounts (branches/locations) to group and filter them. For example, you might use tags like "North Island," "Premium," or "Franchise" to categorize your accounts.

Note: Tags are applied to accounts, not to individual assets. They help you quickly find the right accounts when creating posts, sending content requests, or browsing your account list.

Creating a tag

Tags are created at the organization level. Only Admins and Editors can create them.

  1. Open any account creation or editing form that includes the Tags section.

  2. Click Add Tag.

  3. In the popover, click Create new tag at the bottom.

  4. Enter a Tag name (for example, "North Island").

  5. Pick a Color from the palette.

  6. Click Create.

The new tag is immediately applied to the account and becomes available organization-wide for any other account.

Assigning tags to accounts

  1. Open the account creation or editing form.

  2. In the Tags section, click Add Tag.

  3. Select an existing tag from the list, or create a new one.

  4. Repeat to assign multiple tags. To remove a tag, click the X on its badge.

Tags assigned to an account appear on the account detail page under the Overview tab.

Filtering accounts by tags

On the accounts list page, you can narrow down which accounts are shown using the tag filter.

  1. Go to your accounts list (click the accounts/branches item in the sidebar).

  2. Click Filter by tags.

  3. In the popover, check one or more tags.

  4. If you select multiple tags, choose your match mode:

    • ANY -- shows accounts that have at least one of the selected tags.

    • ALL -- shows accounts that have every selected tag.

  5. Your active tag filters appear as colored badges next to the filter button. Click the X on any badge to remove that filter.

You can combine tag filters with the search bar and the status filter dropdown for even more precise results.

Editing a tag

Admins and Editors can update a tag's name or color. The change applies everywhere that tag is used, across all accounts.

Deleting a tag

Only Admins can delete a tag. When a tag is deleted, it is automatically removed from every account that had it assigned. This cannot be undone.


Asset-level tags

Individual assets also carry free-text tags (such as "holiday," "food," or "staff") that are assigned when the asset is created. These tags appear on the asset detail dialog when you click an asset to view its details.


Tips for staying organized

  • Use a consistent folder structure across accounts so team members always know where to find assets.

  • Name folders clearly -- short, descriptive names like "Logos," "Promos - Q1," or "Event Photos" save time.

  • Use tags to group accounts by region, tier, franchise owner, or any category that matters to your business.

  • Combine filters on the accounts list page -- search by name, filter by status, and narrow by tags all at once.

  • Keep folders tidy -- if a folder is no longer needed and is empty, delete it to reduce clutter.