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Folder Permissions

Folder permissions can be used to control access to files and actions on the files.

Note: Only projects created before 22 March 2022 will include the For the Field folder. All project members have View permissions to the For the Field folder .

Members with Manage permission can increase members' permissions to allow for actions such as downloading, uploading, or editing files, and publishing markups. Project administrators have Manage permissions to all folders.

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

Manage Folder Permissions

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 ![](All project members have View permissions to the For the Field folder . images/more_menu.png) > 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 (see the folder permission levels in the following table).

  7. Click Add.

Folder Permission Levels

Click a folder permission level below to view the actions available to members with that permission.

View only

View only
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder
Edit attributes
Reorder attributes /change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets
Publish to Specifications
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in browser
Publish markups
File information Edit attribute value
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files - Files not locked by you
- Files you've locked
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

View: View + Download

View + Download
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder
Edit attributes
Reorder attributes /change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets - Create + Upload permission or above also required for the Sheets tool in Build
Publish to Specifications - Create permission or above also required for the Specifications tool
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in the browser
Publish markups
File information Edit attribute value
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files - Files not locked by you
- Files you've locked
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

Create: View + Download + Publish markups

Create
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder
Edit attributes
Reorder attributes / change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets - Create + Upload permission or above also required for the Sheets tool in Build
Publish to Specifications - Create permission or above also required for the Specifications tool
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in the browser
Publish markups
File information Edit attribute value
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files - Files not locked by you
- Files you've locked
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

Create: View + Download + Publish markups + Upload

Create + Upload
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder
Edit attributes
Reorder attributes /change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets - Create + Upload permission or above also required for the Sheets tool in Build
Publish to Specifications - Create permission or above also required for the Specifications tool
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in the browser
Publish markups
File information Edit attribute value - Files you haven't uploaded
- File versions you've uploaded (if enhanced permission is turned on in Advanced settings)
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files - Files you haven't locked
- Files you've locked
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

Edit: View + Download + Publish markups + Upload + Edit

Edit
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder - Attributes you haven't added
- Attributes you have added
Edit attributes - Attributes you haven't created
- Attributes you have created
Reorder attributes /change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets - Create + Upload permission or above also required for the Sheets tool in Build
Publish to Specifications - Create permission or above also required for the Specifications tool
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in the browser
Publish markups
File information Edit attribute value
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files - Files you haven't locked
- Files you've locked
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

Manage: Full administrative controls

Manage
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder
Edit attributes - Attributes you haven't created
- Attributes you've created
Reorder attributes /change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged project
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets - Create + Upload permission or above also required for the Sheets tool in Build
Publish to Specifications - Create permission or above also required for the Specifications tool
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in the browser
Publish markups
File information Edit attribute value
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

Project administrators

Project administrators
Permissions Grant permission
Edit / Remove permission
Folder actions Create subfolder
Delete subfolder
Rename subfolder
Move - Source folder permission
Move - Target folder permission
Download folder (including files in the folder)
Folder level attributes Add attributes to a folder
Create attribute and add to a folder
Remove attributes from a folder
Edit attributes
Reorder attributes /change visibility
Folder features Search
Save a search
Share a saved search
Subscribe to a folder
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Export files log
Upload files Upload to a folder
Upload a nonconforming file to holding area
File actions Rename
Publish to Sheets - Create + Upload permission or above also required for the Sheets tool in Build
Publish to Specifications - Create permission or above also required for the Specifications tool
Delete
Restore
Copy - Source folder
Copy - Target folder
Move - Source folder
Move - Target folder
Download source file / Export file
Make current
Edit a Microsoft Office file
Open file in viewer
Open file in the browser
Publish markups
File information Edit attribute value
View file activities
Export file activities
View version history
Compare file versions
File features Lock files
Unlock files
Share with anyone (Public links need to be enabled)
Share with project members
Share with another project - Projects you can access
- Bridged projects
Project level settings Scan for duplicate files
Attributes setting
Naming standards setting (include apply naming standards to folders)
Package managers setting
Advanced settings - Enable public links to sheets and files
Advanced settings - Enable show folder path (web only)
Advanced settings - Enable members with create + upload folder permission to edit custom attribute values

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