This guide shows how to update permissions on Folders and Documents from the front end.
For more information on the permissions themselves and what each means, see our guide here
Reminder ⚠️
If a user/group/role is not appearing as selectable in a subfolder or document permissions when you are editing them, it is likely they have not been predetermined in the parent folder permissions or were left out at some point in the folder levels above the one being modified.
In these situations check the folder permissions of levels higher in the directory to highlight where the lack of definition for your desired user/role/group starts and rectify this by adding them in.
They will become available for selection in the lower levels following this.
Assigning permissions in the front end
Users that can alter folder or document permissions on the front end are those with the 'edit permission' right to that content.
The "edit permission" right can only be given or taken away by an application administrator of Documents on the admin side
Those with the ability to change permissions can follow the steps below to do so.
Folder
Go to Applications > Documents
- Navigate to your chosen folder.
- On the right there will be a small arrow, click on this to bring up the drop-down menu.
- Click on "View/Edit Permissions".
- A pop-up will appear where you can now change/assign permissions
- Once complete, click "Apply permissions" and you will return to the documents screen.
- A green pop-up will appear in the top right corner confirming that permissions have been updated.
Document
Go to Applications > Documents
- Navigate to your chosen document
- On the right there will be a small arrow, click on this to bring up the drop-down menu
- Click on "View/Edit Permissions"
- A pop-up will appear where you can now change/assign permissions.
- When complete, click "Apply permissions" and you will return to the documents screen.
- A green pop-up will appear in the top right corner confirming that permissions have been updated.
