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Files & Folders

Files and folders can have permissions applied. Once applied to a folder, the permissions can be carried down to the child folders by selecting the tickbox 'update sub-folders to inherit the permissions' when creating the folder. Individual permissions can be changed once a sub-folder has been created. Let's explore how to set permissions:

Set permissions when uploading a new file

  • When uploading a file (or creating a new folder), you will see the defaulted permissions show in "Shared with" as Group Members and "All group members can ____ this file" as "view, edit & delete"

  • These options all Group Members access to file (or folder) and the ability to "view, edit & delete"

  • Please adjust before uploading if you'd prefer: 

    • "Individual Members" - use when you'd like to grant no one immediate access and would like to add only select people upon upload. (Note: an Account Administrator can still find such file if searching/browsing for it, but will not get Activity stream or email notifications unless they are also a group member.)

    • Different Access Levels - this can be changed from "view, edit & delete" to any of the following using the dropdown menu as shown below: 

      • View means a member can only view the file.

      • View, Download and Share means a member can view, download or share the file with an external individual.

      • View and Edit means a member can do all of the above plus edit/upload a new version of the file.

      • View, Edit and Delete means a member can do all of the above plus delete the file.

      • Administer means a member has the same rights as the account administrator for the file.

  • Once you've adjusted these, click "Start Upload" 

  • Once the file has been uploaded, you can change the default permission for all members (see below)

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Change permissions on an uploaded file

Once a file has been uploaded or a folder created, the permissions set at upload can be adjusted by simply going into the lock icon on the folder/file view:

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Click on the lock icon to open the permissions window to change accordingly to shared with:

  • Group Members - you can also grant special permissions to individuals in the "Add from Group Members" area if desired. You can edit or remove the individual permissions, which puts the user back to the default Group member permission level.

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  • Individual Member - keep as this if you'd like it to only be accessible to yourself. If you'd like this to be accessible to a set person or people, you can grant special permissions to individuals in the "Add from Group Members" area and assigned access levels. 

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