Manage Folders

Folders may only be edited by those with user permissions.  Please contact your Workspace Administrator if you require this permission.

 

1. Select a folder to Edit

2. Click on the icon

3. Edit folder name and/or drop down menu for permissions as required

4. Check Deactivate this folder? to deactivate the folder

5. Click on Update Changes to save changes

 Folder Permissions history will be updated to track changes

6. Click on to view Folder Permissions History

 

 

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.

Changing permissions to NO ACCESS for default, role level, user level will clear the documents of the folder to the users.

 

 

Useful Links:

Create a New Folder / Sub-Folder

About Folder Permissions History