How are access permissions “inherited” down the folder structure?
Permissions are set on each folder and grid. Three rules decide who gets access, and how access spreads through your folders.
Rule 1: The grid library root folder follows base roles
Folders and grids created in the grid library root folder start with these permissions:
| Base role | Permission |
|---|---|
| Architect | Manage |
| Builder | Manage |
| Internal | View |
External members and groups are never given access by default.
Rule 2: Access flows down
- When you create a sub-folder or grid, it gets the same permissions as the folder it’s in.
- If you add someone to a folder later, they get the same permission on every sub-folder and grid already inside it. For example, Edit on a folder gives Edit on everything inside.
- If you change someone’s permission on a folder, for example from View to Edit, the change applies to everything inside it. This replaces any different permission they had on those items.
To stop someone accessing a specific sub-folder or grid, remove them from it directly.
If you later add them to the parent folder again, they get access back to everything inside, including anything you’d removed them from.
Rule 3: Extra access adds View on the folders above
If you give a member or group access to a sub-folder or grid, and they didn’t already have it through the parent folder, they automatically get View permission on every folder above it, up to the grid library root folder.
This only lets them see the path to what you’ve shared. They can’t see anything else in those folders unless you give them access to it.
Example
Your grid library looks like this:
- 📁 Clients
- 📁 Acme
- 📄 Project plan (grid)
- 📄 Budget (grid)
- 📁 Beta Ltd
- 📁 Acme
Jane has no access to Clients or Acme. You give her Edit permission on Project plan.
Jane now has:
- View on Clients (added automatically)
- View on Acme (added automatically)
- Edit on Project plan
Jane can open Clients and Acme to reach Project plan. She can’t see Budget or Beta Ltd.
Removing access
- Removing someone from a folder also removes their access to every sub-folder and grid inside it.
- Removing someone from a sub-folder or grid doesn’t remove the View permission they were given on the folders above it.
In the example, if you remove Jane from Project plan, she keeps View on Clients and Acme. To remove that too, remove her from each folder.