Assigning Root Folders & Permissions

Assign permissions to users to determine which folders they have access to, and in each instance, which permissions they have in those folders.

Users can be assigned to various folders within your folder structure, these are generally called "root" folders. In a completely open scenario (READ: All users see everything) you would simply assign them to the main root folder, indicated by the "/" symbol, which means they have access to everything in the DM.

In other scenarios you may want to assign users to a single folder (and its children) outside of the main root folder, or in some cases, multiple folders (and their children).

Why would you want to assign people to multiple folders? This feature exists for a scenario as follows:

Now say we're setting up a user who is a dealer in the UK. We don't want him to see the content of our Operations folder, but we do want to give him access to the Marketing folder. In this case, we would assign him two root folders, one for Marketing and one for the Dealers UK folder. In this way they can never go up a level to see the Operations or Dealers - USA folders.

Step 1

Let's add some permissions. To begin with we need to go to "Folders > Add"

Step 2

Once here, we need to select options as follows:

User Name - Select the user to whom you are creating permissions for.

Path - Select the folder you would like to assign the user to.

Label - Provide a semantic label for that folder (Usually Something like "My Documents"). This is used in the location path in the file management view.

Permissions - Select from Admin, Read/Write or Read.

• Admin: Users can upload, download and create folders.
• Read/Write: Users can upload and download.
• Read: Users can download.

In the case where you're adding a user with multiple folders (As in the example above) you'll have to repeat these actions for each folder.