How can I customise Workspace user permissions/access on folders?

How can I customise user permissions/access on folders?

You can grant custom user access to folders similar to that of tasks and files.

To set customised permissions/access on a folder:

  • Navigate to the files tab of a workroom.
  • Click the kebab menu icon "⋮" on a folder and click Folder Permissions.

  • Click Limit Access.

  • You will be shown the user permissions for the folder. These permissions are either inherited from a parent folder or from the workroom. You can change the access level of users in bulk by using the checkboxes on the left and then selecting Bulk Actions.
    • Alternatively, you can do this one by one by clicking on the role dropdown beside each user.
  • When you have finished making your changes, click Save. You should now see the colour of the folder icon is now purple.


What happens when a folder is deleted?

Files within the folder will go into the To Be Filed folder of the workroom.


How do I restore the original permissions on a folder?

Click on the folder you wish to change. Click the Reset Permissions button in the top right corner

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