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Manage Folder Permissions for a specific user
Requirements
- Employees with User Access: Manage Employees or Manage Clients and client contacts.
- Employees in the Super User Group.
To review or change the folder permissions for a specific user
- Navigate to the People > Browse Employees or Browse client contacts.
- Locate the user and click on their name to manage their profile and folder permissions.
- Under Actions, Folders & Activity: Click Configure folder access for this user.
- Use the folder tree menu to edit this user’s existing folder permissions, or add this user to folders they do not already have access.
Advisory!
When using the “Apply settings to subfolders” checkbox on a folder containing more than 30 subfolders, the attempt to save and apply permissions may time out. If this is the case, consider using Distribution Groups to easily manage permissions users for large groups of folders.
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