Editing Folder Permissions

For each filing folder, it is possible to specify which users or user groups have the right to store documents or plans in the folder. The default authorization for all folders is the "All participants" group. If the authorization for the storage of documents or plans is to be restricted, the folder authorization must be edited.

In addition, it is also possible to restrict the display of the filing folders in the Navigator for certain users or user groups. This is a basic configuration setting that can be made independently of each other for documents or plans. With this variant, the read rights for filing folders must also be assigned.

EDIT FOLDER PERMISSION

To make changes to folder permission:

1. Click on the "Overview" tab in the header of the browser window to open the administration area.
2. Click the Folder Tray subtab
3. Select the filing area you want to administer using the "Document folder" or "Plan folder", then click the drop folder for which you want to edit permission.
4. Select the "All participants" by clicking on the checkbox and selecting the function "Remove selected" if you want to restrict the permission.
5. Use the "Add Person" or "Add Group", select the people or groups for which you want to create an authorization.
6. Use the radio button to specify whether to create read or write permission for this folder. If a general read authorization is stored for all folders for the current data pool, this step is omitted.
7. Save the changes you made using the "Save permission“.
8. Repeat steps 2 through 6 for all the drop folders whose permission you want to change.

caution

In order to be able to select a subfolder when creating a new container, the correct permission must also be assigned to all higher-level storage folders.
It is therefore not sufficient to add a new person or group of people to a subfolder, the permission must also be added to the parent folders.