Create a New Parent Folder

Parent level folders may only be created by those with user permissions.  Please contact your Workspace Administrator if you require this permission.

 

1. Click on the icon to invoke the Create Folder page

 

 Available when user has "Create Parent Folder" privilege assigned.

 

2. Enter required Folder Name.

 

3. Define Default permissions,

 

4. Define Role Level permission, if required

 

5. Define User Level permissions.

 

 At least one level should have an Admin permission assigned  

 

6. Click on Submit to save changes.

 

 

Useful Tips:

Reverse Hierarchy shall be applied for the Folder Permissions. User Level --> Role Level --> Default permissions defined shall be applicable for display of Folders for logged in User.

 

FAQ's:

 

Q: I have been given “No Access” permission on a folder and need to remove the documents of the said folder from my document basket.

A: Documents of the said folder (including sub-folders) will be automatically removed from the User’s document basket when “No Access” permission is assigned to a folder

 

Q: I want to assign “No Access” permission to user on a Folder / Sub-Folder and some users have incomplete actions on documents within the folder / sub-folder.

A: The incomplete actions of all users’ will be cleared when “No Access” permission is assigned at User Level or Role level or at the Default level.

 

Useful Links:

Create a New Folder / Sub-Folder

Edit a Folder