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.

Files and folders inherit the permissions of the folder in which they are created. To simplify file management, we recommend setting access at the folder level, then uploading files and creating folders within it to inherit its access level. Otherwise, you must assign access to each file and folder separately.