Assigning Folder Accesses

Click the needed folder Name.

From the page toolbar, click Categories > Access.

See Folder Accesses List for descriptions of the columns.

To filter the list, select an option from the pull-down list at the top, right:

• All
• Person
• Role
• Group

To change the access level for any person, role, or group:

1. Click Enable Edit on the page toolbar.
2. Select an Access for the person, role or group.
3. Click Save.
4. Click Disable Edit. If you did not click Save first, your changes are not saved.

To change the access level for multiple persons, roles, or groups:

1. Click Enable Edit on the page toolbar.
2. If not changing the access for ALL listed names, check the names you want to change.
3. In the Mass Update toolbar, select Access from the drop-down list.
4. Select the type of access from the drop-down list.
5. To apply the change, click one of these:

   
   

   • Apply to Selected. Only updates those names that are checked.
   • Apply to All. Updates the access for all names whether or not checked.

6. Click Save.
7. Click Disable Edit. If you did not click Save first, your changes are not saved.

To add access to a person, role or group:

1. Click Enable Edit on the page toolbar.
2. From the page toolbar, select Action > and the user type you want to add:

   
   

   • Add Person
   • Add Role
   • Add Group

   Added people, roles, and groups show in green.

3. Click Save.
4. Click Disable Edit. If you did not click Save first, your changes are not saved.

To remove a person, role or group from having access to this folder:

1. Click Enable Edit on the page toolbar.
2. Check the person, role, or group.
3. Click Remove Selected in the page toolbar.
4. Click Save.
5. Click Disable Edit. If you did not click Save first, your changes are not saved.