Set access permissions

Modified on Sun, 27 Oct at 1:07 AM

Items available in a project's file repository are viewable by the project participants, depending on the permissions assigned to the folder containing them.

You can only define and change access restrictions to the folders and sub-folders you created and own.
You cannot change access restrictions of other peoples' folders to which you have access.
By default, the access restriction imposed on a parent-level folder applies to its subfolders. But you can change the restriction level of the sub-folders. If a sub-folder has a different restriction level from its parent level folder(s), the most strict rule in the hierarchy applies to the sub-folder.

There are three types of access restrictions applied to folders:

Public - Viewable by all users belonging to all companies participating in the project
Restricted - Viewable only by users belonging to selected companies participating in the project
Private - Viewable only by selected persons from your company who participate in the project. This includes, for example, fellow project managers, construction managers, project directors, etc.

To set access rights to a folder in a project's file storage

Ensure that you are in the 'Files' of the project. If not:
- Open the management console of the project
- The Project module opens by default. Return to the 'Project' module if you are on a different module.
- Click the app launcher , then select 'Project.'
- Click 'Project' on the top
- Click 'Files' on the left
Navigate to the folder for which you want to set the access rights
Right-click on the folder
Choose 'Access' from the options

Choose the visibility restriction level in the next pop-up

There are three options:

Public- The folder and its contents are visible to all users with access permissions for project files in their role from all contractor companies, architects, etc., participating in the project.
- Choose 'Public' and click 'Select' to set this permission level.
Restricted- You can choose the participating companies you want to share the folder and its contents with.
- Choose 'Restricted' and click 'Select' to set this level

Select the companies from the list of collaborating companies and click 'Confirm.'

The folder will be visible only to the project manager-level users from the selected companies.

Private- You can choose the other employees of your company who are participating in the project to share the folder and its contents. Persons from other participating companies cannot see the folder or its contents.
- Choose 'Private' and click 'Select' to set this level

The list shows the employees/team members of your company associated with the project. If the person you want to add is not on the list, add the person to the project, then repeat the process. See Add Project Team Members for more guidance on this.

Select persons and click 'Confirm.'