Restricting Access to Folders + Documents
Access to folders, & documents, can be limited to selected or privileged users to ensure that information is accessible to only those who need it.
Limiting Folder Access:
- Navigate to the Documents worksheet in the top toolbar.
- Click the kebab icon of the folder / subfolder the access changes will be applied to.
- Select Set access from the menu.
- Use the Add user button in the dialog window to add each individual user who will have access to the documents inside the folder.
- Alternatively, add Project Groups (reference Project Settings documentation for creating groups if needed) in the lower left of the dialog to bypass configuring several users individually.
- Read only users will be able to see documents, create notes, events, etc. but will not be able to add or remove documents from the folder, or modify access privileges for other users.
- Ensure that the Apply access to folder contents radio button is toggled on. Any project user not granted access will not be able to access the documents in the folder.
NOTE: The folder must have at least one user / group that has access and is not set to read only. This user(s) will be able to add remove documents from the folder and modify user access.
6. Folders with limited access will appear with a limited sight icon to display that they are access limited. Hover the mouse over the icon to see all users who can access the folder.
Limiting Document Access:
Access can be limited to individual documents rather than an entire folder. To limit access to a document:
- Navigate to the Documents worksheet in the top toolbar.
- Select the document(s) that access should be modified for by ticking the leftmost column checkbox in the table.
- Select Actions, Update, and Set access as shown below.
4. Use the dialog window to add users / groups who will have access to the document(s). All other users in the project not given access will be unable to see / modify the document.