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Manage Folder Permissions

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

Members with Manage permission can 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. 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.

Note: Members with Manage permission or above can generate a folder permissions report which details the permissions for members, roles, and companies for the current folder (and its subfolders). Project administrators can also generate a report for all folders. See Folder Permission Report help topic for more information.

To add or update permissions for a folder:

  1. Click Files from the left navigation to open the Files tool.

  2. Navigate to a folder in For the Field or Project Files.

  3. Hover your cursor over the folder and click the More menu then Permissions settings.

  4. Click Add.

  5. In the Add field, enter the names, email addresses, roles, or companies which the permission levels will apply to. You can also assign the same permission level to all project members by entering Everyone in the field.

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

  7. Click Add.

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