Support Center

Managing User Permissions on Folders and Files

Last updated October 04, 2013

After inviting users to access your workspaces, folders, and files, you also have detailed control over their level of access to each of these items and their contents. This can be controlled from the Permissions & Sharing icon next to a folder or file. Keep in mind that workspace Moderators, Administrators, and Collaborators cannot have their access changed at the folder or file level.
 


User Filters and Searching

After accessing the Permissions & Sharing section for a folder or file you will see a list of all users that have access to it. You can then filter the list of users to show just Account Users, Workspace Users, or Direct Users.

Note: Users that have been invited directly to the item you are editing permissions for are called Direct Users.


 


 

To find a specific user you can click the options button (represented by a gear icon) to reveal a search box. Type their name or email address to find them quickly.
 



 

Changing Individual User Access

After you have found the user (or users) whose access you would like to change, you can select a different role for them from the role drop-down. This will immediately change their permissions on that item.
 


 

 

Hiding Items From Users

In addition to changing permissions, you can also completely hide a folder or file from users. This is done by giving a user the No Access role. The No Access role prevents a user from seeing and accessing the item and its contents.
 


 

Note: The No Access role won’t show up as an option for users that have been given direct access to the folder or file you are editing permissions for. Un-sharing that item with them would be the way to revoke their access to it.
 

If you want to hide an item from the majority of users as well as any new users you invite to the workspace, you can use the Hidden switch found after clicking the options button. This will hide the item from all users at once by changing everyone’s role to No Access, but still allows you to re-enable it for specific users by increasing their permissions.
 


 

Folders that are hidden will have transparent icons to distinguish this setting. The icon for hidden files does not change, but you can see that they have permissions settings enabled by looking for the lock icon that lights up.




 

Setting a Default Role

Setting the default role for a folder or file allows you to override everyone's access and set their role to a specific level. This is useful in cases where you have a lot of members in your workspace and you want to change all of them to the same level of access for a particular item.

Note: Setting a default role does not affect users who have been invited directly to the folder or file.

 




Usage Examples

 

Intranet

Create a shared intranet with private folders for each user. The workspace contains a few documents that can be accessed by all, but each user also has their own, hidden folder that contains documents that pertain only to them.
 

Data room

Setup a data room for an investment opportunity. Everyone gets access to the review documents, but keep a hidden folder that contains detailed financials that you grant access to users who move forward with the deal. 

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