Setting deviating permissions on specific folders, documents or file types
How to set permissions per document, folder or file type?
If underlying folders and/or documents need deviating permissions from its parent folder, you can use Custom permissions to achieve that. Deviating permissions can be that folders and/or documents shouldn't be visible to certain users or deviating download permissions have to be given.
Click Set permissions at the role you want to change the permissions for.
|1. Select Custom and the folder structure will unfold, revealing the permissions icons behind every folder and document.
|2. Navigate to the folder or document and set the deviating permissions accordingly. A warning sign will appear behind all folders and/or documents with deviating permissions.
In the scenario above, subfolders 2.1, 2.2, 2.3 and 2.6 need to be visible for the role Blue. Since the path to the folder needs to be accessible, folder 2 needs to be accessible too. Folder 2 and folders 2.4 and 2.5 have deviating permissions from its parent level. That is why these folders show a warning sign.
|3. You can also use the search function to look for specific documents, placeholders or file types to set the deviating permissions. Type the name of the document or file extension (e.g. .xls) in the search bar and click The magnifying glass to start the search.
|4. Results will be displayed. In the example below, all the Excel files are displayed. To narrow your search you can use the Available since filter.
| 5. To set a specific permission on the results of your search, simply click Select all or tick the box or boxes of the documents you want to set deviating permissions for.
| 6. Choose the new permissions you want and click Apply to finalize the action.
| 7. Click Save to save the newly set permissions.