Understanding Permissions Within an Access Group
Role/Privileges Needed to Assign Folder Permissions
Only users with the following privileges may change Access Group permissions:
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Site Administrators
- Full Site Access and administrative rights.
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User Administrators and File Administrators (Both Role Groups Required):
- Can make changes to Permissions in Access Groups.
- Cannot add members to Role Groups; this responsibility is exclusive to Site Administrators.
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Access Group Members with File and User Manager Privileges:
- Can manage the permissions of the Group(s) in which they have both sets of Access Group manager privileges
Ensure the appropriate permissions are in place before attempting to change an Access Group's folder privileges.
To add, an additional folder(s) to an access group, first click the "Add Access" button above the search bar:
A drop-down menu at the top of the folder list will display additional folders available for this permission group. Select a folder from the menu to grant access:
After selecting the folder you want to include in this access group's permissions, click the "Add" button to confirm:
A dialog box will appear, showing additional access options. These options represent child folders of the parent folder you just added to the group's permission set.
- To grant access to the listed folders, ensure the “Allow this group access to the folder(s) listed above?” toggle is set to On.
- If you do not want to grant access, switch the toggle to Off and click Save.
Note: By default, permissions are set to allow access to all folders in the list presented. If you need to grant access to specific folders only, it is recommended to manage or modify permissions one folder at a time for the access group.
Modifying folder permissions for an Access Group
Check or uncheck a permission in the list of folders in the access group. In the below example, we have unchecked "Download" from Customer 2 and Customer 3:
Click “Save”:
If the folder you’re modifying contains subfolders, a dialog box will appear to confirm whether or not you would like to also give the Access Group permission to the subfolders. You can use the toggle to allow or deny access to all folders and files within the list. Once you've set your preference, click Save to apply the changes
Note: if there are no subfolders, the dialog box will not appear.
Removing permissions to folders for a group
When you select a folder from the list, the “Add Access” button will change to “Remove:"
Use the “Remove Access” button to remove a folder access.
Similarly to “Add Access,” if you remove access to a folder that contains subfolders with granted permissions, a dialog box will appear to confirm if you would like to also remove the permissions to the subfolders.
- Use the toggle to specify whether to remove the Access Group's permissions for all subfolders and files within the folder.
- Once you’ve set your preference, click Save to apply the changes.
Note: if there are no subfolders, the dialog box will not appear.
If you keep the Remove Access toggle set to On and click Save, access to the additional folders listed in the dialog box will be removed. You will then be redirected to the panel displaying the current Folder Permissions for the Access Group:
