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Deptartment Admins: Setting Up Shared Favorites

An AggieBuy Department Administrator has the ability to set up Shared Favorites folders for specific users or for the entire department for which they are responsible. 

The shared favorites folders can help identify those items for which the departmental users should purchase (lab items, office supplies, etc.)

AggieBuy Department Administrators will be able to see the Shared Favorites folders that have been set up by other Department Administrators, but the employees of the respective departments will only be able to see the Shared Favorites folders set up for their department. The Shared Favorites folder ONLY applies to the hosted catalogs in AggieBuy. Punch-out catalogs maintain their own favorites functionality within their own sites.


Create a Shared Favorites Folder

  1. On the AggieBuy home page, Product Search section, under Shortcuts, click on Favorites.
  2. On the left side of the screen, click on the Add New button, and select Top level shared folder.
  3. On the Create Shared Folder screen, enter a Name that makes it easy to identify what the folder is to be used for (e.g., Dr Smith's Lab Supplies, Office Supplies for Business Office, etc.). You can also use the Description field to enter more information to assist your departmental users in knowing what the folder contains.

Favorites Folder Create

4.  In the Folder Access section, leave the Allow Entire Organization box unchecked.

5.  The Add Access drop-down should generally be set to Department, and then use the Select Department drop-down to identify the department for which you want the Shared Favorites folder to be available. 

If you prefer to make the Shared Favorites folder available to specific employees, select User in the Add Access drop-down and then click on the Search for User button to search and identify the users that should have access to the Shared Favorites folder.

Whether you select Department or specific User, you will have the option to identify the editing rights for the folder:

  • Read-Only: Users can utilize items from the favorites folder, but they cannot add or remove items from the folder.
  • Editor: Users can utilize items from the favorites folder, and they can also add or remove items from the folder.
  • Admin: Users can utilize items from the favorites folder, they can add or remove items from the folder, and they can also edit the name of the favorites folder, rename it, or delete it. In other words, they now have all the same update access rights that you as the Department Administrator have to that folder.

NOTE: In the Add Access drop-down, the Business Unit and Role options should not be used.

6.  Click on Save Changes to apply the changes.


Add Items to A Favorites Folder

  1. When performing a hosted catalog search, click on the Add Favorite link for the item that you wish to add to the folder.
  2. On the Add Favorite screen, Step 1 section, you can give the item a "nickname" if you want (e.g. Dr Smith's printer cartridge, paper for business office, etc.) Make it easy for your AggieBuy users to know what items they should be purchasing.

Add Item to Favs Folder

3.  On the Add Favorite screen, Step 2 section, select the destination folder for which you want the item to be included.

4.  Click on the Save Changes button.

5.  Repeat Steps 1 through 4 for each item that you want to add to the folder.


Modify A Shared Favorites Folder

  1. On the AggieBuy home page, Product Search section, under Shortcuts, click on Favorites.
  2. On the left side of the screen, select the folder that you wish to modify.
  3. In the upper right corner, under Folder Actions, select Edit to make changes to the attributes to the folder.

Folder Modification