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Setup Folder Permissions

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Included is an explanation of the permission structure, and a few sample folder structures are provided. These will give you ideas towards setting up your organization's permissions.

Other Related Topics:

Setup Password Folders

Department Team Access

Department Teams can be separated into their own folders, and assigned their own levels of access. Below is a great example of what an organization folder may look like.

To get started, first add branches under the Root folder, for example:

  • Clients
    • Client 1
    • Client 2
  • Common Shared
    • list of things all employees access
  • Internal
    • Departments
      • Department 1
      • Department 2
  • etc.

Example Folder Structure

                               

 

Example of Granting User Access

Here is an example of assigning access to user roles on these folders. This explains what access the users/roles will have when granted.

Granting Access to a User or Role:

  • Add access for role A: directly on Root folder

    • A will inherit access to everything, all subfolders, and entries including: Accounting, Department folders, HR, IT, etc.

  • Add access for role B: with access on IT
    • B will also have access to IT, Networking, and Servers

  • Add access for role C: with access to IT and HR
    • C will NOT have access to Accounting, Department 1, or Department 2

  • Add access for role D: with access on Accounting Sub1
    • D will only have access to Accounting Sub1

Folder Permission Structure

The permission structure is hierarchical.

User access is usually assigned on a folder (e.g. Root):

  • Folder Access will include access everything underneath it: all Folders / Subfolders / Entries (see example above).

  • New subfolders / entries will also be automatically accessible.
    • The permissions automatically spread throughout the whole subtree underneath
  • Access can be Blocked: the access continues until a Sub-Folder or sub-Entry is Blocked.

     

User Role:

  • By default users are given the User role. Providing access to this role is giving access to everyone.

Administration Role:

  • By default the admin user is assigned the Administration Role on the Root folder. It will have access to everything below it, unless the permission inheritance is manually Blocked.
  • For examples of using restricted administrative users, see: Limited Admin Access