Assigning Permissions to a Folder Member or Group

After assigning members or groups to this folder, as described in Assigning Members to a Folder and Assigning Groups to a Folder, you can assign permissions to each member or group according to their needs for this project.

By default, a new member or group is assigned the View permission, permitting the minimum option of viewing an object or sub-folder in this folder.

To assign permissions within a folder, in the Folder [Name] Authorization page:

  1. In the Folder Member and Groups List, click in the radio button for the member or group you want to assign permissions.
  2. The Permission List section enables you to set permissions for a member or group selected in the previous step. Click on the Role dropdown arrow to select from the available preset roles as described in the following table:

    Roles
    Permissions selected...
    View
    View
    Review
    Add; View; Update
    Edit
    Add; Update; Lifecycle; Copy file; View; Delete; Detach from folder
    Custom
    All permissions:
    Owner; Create folders; Detach from folder; View; Add; View; Update;Life cycle; Copy file; Delete

Permissions assigned to groups are assigned to each member of the group and override permissions assigned individually to the same member.

  1. To exit the Folder [Name] Authorization page, refer to Performing Changes in the Folder Authorization Page.