Manage Folder Permissions

Folder permissions can be used to control access to files and the actions that members can take with the files.

See Project Member Folder Permission Levels for a full list of the specific actions supported by each permission level.

Subfolders automatically inherit the permission level of the parent folder however, they can be changed later. If changed, subfolder permissions must either match, or have a greater permission level of the parent folder.

• Permission Required to Manage Folder Permissions
• Access Folder Permissions
• How to Add Folder Permissions
• How to Change Folder Permissions
• How to Remove Folder Permissions

Permission Required to Manage Folder Permissions

You need Manage permission to add or update member permissions to allow for actions such as downloading, uploading, or editing files, and publishing markups. Project administrators have Manage permissions to all folders.

Access Folder Permissions

1. Click the More menu of the relevant folder in the folder tree.

2. Click Permissions settings.

   

   This opens the Permissions panel.

   

   The panel lists the following information:

   Name	Permissions	Type
   - Administrators group: By default, all project administrators are added in this group - The name of each user, role, and company added to the folder.	Details the assigned permission level for each user, role, and company as relevant.	Details if the permission is added to a member as a user, or through a role or company.	- Inherited - This displays if the permission for this folder is inherited from a parent folder. - Reset - This displays if the permission level for this folder is changed. Click Reset to change the permission level so it's the same as the parent. - Remove - This displays if this is a parent folder which doesn't inherit folder permissions from another folder. See How to Remove Folder Permissions section for more details.

How to Add Folder Permissions

1. Click Add.

   

2. In the Add field you can grant members permission by:

   • Names: Enter the name of the member you want to add to give them individual permission.

   • Email addresses: Enter the email address of the member you want to add to give them individual permission.

   • Roles: Enter a role you want to add to give members in that role permission.

   • Companies: Enter a company you want to add to give members in that company permission.

     You can also assign the same permission level to all project members by entering Everyone in the field.

     

     You can't select any of the above if they are already added.

3. In the Permissions field, select the desired level.

   

   Note: See Project Member Folder Permission Levels for a full list of the specific actions supported by each permission level.

4. Click Add.

How to Change Folder Permissions

Once folder permissions are added, you can change these permission levels if necessary from the Permissions panel.

1. Click the More menu of the relevant folder in the folder tree.

2. Click Permissions settings.

3. In the Permissions panel, find the user, role, or company whose permission level you want to change.

4. Click their permission level drop-down in the Permissions column.

   

5. Select the relevant permission level as long as it matches or is greater than the parent folder.

   

   The change will be inherited by this folder's subfolders.

How to Remove Folder Permissions

As subfolders inherit the permission levels of the parent folder, you need to remove permissions from the parent folder to also remove them from the subfolders.

Removing a permission only affects access granted through that specific permission type; user, role, or company. This won't affect permissions if they've also been granted to members using other permission types.

1. Find the parent folder in the folder tree.

2. Click the More menu .

3. Click Permissions settings.

4. Find the relevant user, role, or company in the Permissions panel.

5. Click Remove.

   

6. Click Remove in the confirmations dialog.