Set folder permissions

You can give other users or roles permissions to read, create, update, delete, or rename all components in a folder.

To set folder permissions:

  1. Click Components_TopMenuOpt Components.
  2. In Folders pane, navigate to the folder where you want to set permissions on.
  3. To select the folder, click it, and then right-click and select Permissions...

    You can also access this option by right-clicking and then selecting Permissions...

  4. If the folder is not at the root level and you want to use the same permissions as the parent folder, select the Inherit Permissions from Parent Folder option.

    Be aware that if you select this option, it can cause folder permissions to be reset when you:

    • Move folders
      • If the folder you're moving has the Inherit permissions from Parent Folder option selected, the folder's permissions are reset to match the permissions of the new parent folder.
      • If the folder you're moving does not have the Inherit permissions from Parent Folder option selected, the folder's permissions aren't modified.
    • Update Folder Permissions
      • If the folder you're updating has the Inherit permissions from Parent Folder option selected, after you make changes to the folder's permissions, they are reset to match the permissions of the parent folder. In this scenario your changes are lost unless you clear the Inherit permissions from Parent Folder option.
      • If the folder you're updating does not have the Inherit permissions from Parent Folder option selected, the folder's permissions are set to the changes you made on the Set Permissions screen.
  5. If you want to manually set permissions for this folder, clear the Inherit Permissions from Parent Folder option and complete the following sub-steps.
    1. In the Assigned Users/Roles section, click Add.
    2. On the Select Users screen, if the list is large or you only want to see a certain type of user, you can narrow the list in the following ways:
      • To see only names that contain a word or specific letters, in Filter, enter text. For example you can find names that contain "admin", or "review". You can't search for text in any other column except Name.
      • To see all users but sorted by Name, Security Type, or User Type, click the column heading and then click the grey arrow. To sort by Name or User Type you can also use the Sort By dropdown box.
      • By default, names with a User Type of Support are not included in the list. To see these users, select the Include support users option.
    3. On the Select Users dialog, in the Available Users list, select the checkbox for each user you want to add, and then click Select.

      Results: The selected Users and Roles are given the default permission of Read.

      You see a Security Type for each entity you give access to.

      • If you selected an individual account, the Security Type is User.
      • If you selected a group of users collected into a Role, the Security Type is Role.
    4. To add permissions besides the default of Read, in the Permissions list, select from the other options:
      • Create. Gives the ability to create components and sub-folders in this folder.
      • Update. Gives the ability to apply taxonomy, mark it as a favorite, and move the folder.
      • Delete. Gives the ability to move the folder and all of it's contents to the trash.
      • Rename. Gives the ability to create a new component name and file name.
      • Set Permissions. Gives the ability to update permissions by adding or removing users and roles, and changing the Inherit Permissions from Parent Folder option.
      • None. If you want to hide the folder from users who are not administrators, you can set a permission level of None on the folder.

  6. On the Set Permissions screen, click Save.