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How do I configure access to a folder?

To change who can access a folder, you need Manage permission on that folder. Architects have Manage permission on every folder.

 New sub-folders and grids created inside a folder inherit that folder’s permissions. 

Changes you make to a folder also apply to everything inside it:

  • Anyone you add gets the same permission on every sub-folder and grid inside it, including new ones.
  • If you change someone’s permission, for example from View to Edit, the change applies to everything inside.
  • Anyone you remove loses access to every sub-folder and grid inside it.

Open the access control panel

  1. Open the folder.
  2. Click the padlock icon.

The panel has three sections:

  • Left: groups with access
  • Middle: individual members with access
  • Right: Architects, who have full access by default

Give a group or member access

  1. In the groups or members section, open the drop-down list.
  2. Select the group or member. Type in the search field to narrow the list.

They’re added with View permission.

Change or remove access

  1. Click the permission dropdown by the member.
  2. In the dropdown, select View, Edit or Manage, or click the Remove X icon to the right of the dropdown to take away their access.

Filter the panel

Use the filter in the top-right corner to show:

  • Show all permissions (default)
  • View permission
  • Edit permission
  • Manage permission

Good to know

  • Only internal members can have Manage permission. A group that includes any external members can’t be given Manage permission.

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