Listing Accesses

Anyone with at least Read access to a folder or document can list the accesses for it. The access list determines which project members can access the folder or document and what actions they can perform on the folder and its content.

If the folder's default access is set to Read, project members and company employees (for projects with company visibility) can view the folder even if they are not in the access list. A folder's default access is listed on the Folders page and on the Basic Information page for the folder.

Before you begin: View the Basic Information page for the folder. See Viewing Information for a Folder.

  1. From the folder's Categories menu, click Access.

    Or

    To view the access for a document:

    1. From the page that lists the document, click the Title.
    2. From the document's Categories menu, click Access.



      The person who created the folder always has Add Remove access for the folder. If the folder's access type is Inherited, the access list for its parent folder is copied to the access list.

      For each person in the access list, this page lists these details:

      Name. The full name of the person or the name of the role/group.

      Type. The type of member: Person, Role, or Group.

      Organization. The name of the company the member belongs to. This column is blank for groups and roles.

      Folder Access. The level of access the person has for the folder. These accesses are automatically assigned to any document added to the folder with an access type of Inherited.


      • Read. A person with Read access can view folder properties, participate in discussions for it, and view accesses for the folder.

      Non-project members are only allowed "Read" access.


      • Read Write. A person with Read Write access to a folder can perform the tasks described for Read access. Additionally, people with Read Write access can edit basic information for the folder.
      • Add. A person with Add access to a folder can perform all Read and Write actions and can also add content to the folder and add subfolders.
      • Remove. A person with Remove access to a folder can perform all Read and Write actions and can also remove subfolders.
      • Add Remove. A person with Add Remove access to a folder can perform all Add and Remove actions and can also add and remove members from the access list and change access levels.

  2. Use the page Actions menu or toolbar to work with the templates:

    Add Project Member(s). Adds project members to the list. See Assigning or Editing Access.

    Add Person. For documents only, adds a person to the access list. See Searching for People and Project Members.

    Add Role. For documents only, adds a role to the access list. See Searching for People and Project Members.

    Add Group. For documents only, adds a group to the access list. See Searching for People and Project Members.

    Edit Access. Changes the folder access levels for members in the list. See Assigning or Editing Access.

    Remove Selected. Removes selected members access to the folder or document.