File and Folder Access

When you upload, create, or manage access to a file or folder, you identify who can read, write, and modify it. Client Admins are granted full permissions to the File Library, whereas regular users require specific permissions to access files and folders. For more information, see System Role Permissions and File Library Access.

If you Allow Public Access, all accounts can view the file or folder, and administrators can write and modify it. Alternatively, you can identify specific organizations and accounts and assign Read, Write, or Modify access.

• Read: Allows you to open files and folders.

• Write: Allows you to upload files, create folders, check files in and out, and download files.

• Modify: Allows you to edit file details, manage file access, and delete files and folders.

Manage Access

If you have Modify access, you can identify who has access to read, write, and modify files and folders. Access is assigned as public, or to individual organizations, accounts, or roles, and is listed in the Manage Access window. For more information about access types, see File and Folder Access.

To manage access to a file or folder

1. On the main menu, select File Library. The File Library page opens.

2. Locate the file or folder and, on that row, click the more icon . The Manage Access window opens.

3. Perform any of these actions.

   Allow all accounts to read and administrators to modify

   Select the Allow Public Access checkbox.

   Add access

   1. In the Type menu, select the access type you want to assign.

      • Read

      • Write

      • Modify

   2. Click Add.

   3. On the Accounts, Organizations, and System Roles tabs, select one or more checkboxes.

   4. On the upper right, click Add. The organizations and accounts are added to the lists below.

   Clear all access

   Click Clear All.

   Remove access

   1. Click to expand the Organizations that have access, Accounts that have access, and System Roles that have access lists.

   2. Select one or more checkboxes.

   3. Click Remove.

   Edit an organization's access

   1. Click to expand the Organizations that have access list.

   2. Locate the organization and, on that row, select an access type.

   Edit an account's access

   1. Click to expand the Accounts that have access list.

   2. Locate the account and, on that row, select an access type.

   Edit a system role's access

   1. Click to expand the System Roles that have access list.

   2. Locate the role and, on that row, select an access type.

4. Click Save.