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Managing KnowledgeTree > Browse Documents > Viewing / Editing Folder Permissions
This procedure Displays and Edits existing permissions on a folder.
What are Inherited Permissions?
By default, any permissions that are set up on a folder are granted to its sub-folders (child folders). This is called 'inherited' permissions.
It is possible to override the permissions of the parent folder, in order to define a custom permission set on the child folder. In this case, any subsequent changes that are made to the permissions on the parent folder no longer pass to the child folder. The 'inherit permissions' feature may be reinstated at any time.
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Note: Typically, only an administrator edits folder permissions, although users may also be granted the permission to do so.
Perform the following steps:
| 1. | Open Browse Documents to enter the folder structure. |
| 2. | Search or navigate to the folder where you want to edit permissions. |
| 3. | Click Permissions in the Actions on this folder menu to open the View Permissions for [folder name] page, where you can view the current permissions set up on the folder. |
| • | override inherited permissions? Click Override permissions. |
| • | reinstate the permissions of the parent folder? Click Inherit permissions. Click OK. |
| • | edit permissions on the folder (existing permissions display in the table)? Click Edit permissions to open the permissions editing screen. Add / remove roles and/or groups from the Assigned Entities field to define the groups and roles for whom you are configuring permissions on this folder. Select or deselect check boxes in the table for each permission (relevant to the role or group) to define permissions on the folder. Click Update Permission Assignments. |
| • | add or remove dynamic permissions on this folder? Select a group and condition in the Add a new dynamic permission section; then, select the relevant permissions check boxes; to remove a dynamic permission, click the delete icon in the Remove column for the relevant group in the Dynamic permissions table. |
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