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. For more information, see System Role Permissions and File Library Access.

If you Allow Public Access, all accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. can view the file or folder, and administrators can write and modify it. Alternatively, you can identify specific organizations Official entities, such as public health authorities, healthcare agencies, and corporations. and accounts and assign Read, Write, or Modify access.

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.

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 and Organizations 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 and Accounts 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.

4. Click Save.