Changing Permissions on a Folder in Dashboard

Overview

Sometimes you need to change a user's permission on a folder because the user and folder weren't set up correctly or responsibilities for that user have changed.

Sharing folders means granting access to users with whom you want to share documents. Sharing is done in the SmartVault client portal. You can share any or all folders that make sense for your workflow.

We recommend reviewing the Overview of Sharing Folders and Assigning Permissions article before reading on.

Changing Folder Permissions

  1. Select the Files view on the left sidebar.
  2. Navigate and select the folder for which you would like to change permissions or access.
  3. Click Container Properties.
  4. Select the Access and Notifications tab.
  5. Click Edit Access Settings.

      Note

    If the user is not listed here, then click Add User to grant access. Learn more in the Share a Folder article.

  6. Make any changes to the listed permissions.
  7. Select the Apply Changes to option and click Save Settings.

  Note

See the considerations below.

Considerations

  • When you create a new subfolder under a parent folder, the new subfolder inherits its parent folder's permissions automatically. However, when changing permissions of a parent folder that already has existing subfolders, those subfolders do not automatically acquire the parent folder's permissions unless you use the "Apply changes to..." with the subfolders option when you share.
  • If you want the access and notification settings you specified for the user to apply only to the selected folder, under Apply changes to, verify that This folder only is selected and then click Save Settings.
  • If you want the access and notification settings you specified for the user added the selected folder and every folder and subfolder in the vault, under Apply changes to, select This folder and all subfolders, and then click Save Settings.
  • If you want the access and notifications settings specified for the folder to replace the access and notification settings specified for every folder and subfolder in the vault, under Apply changes to, select This folder and make all subfolder access settings exactly like these, and then click Save Settings.
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