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How to permission a folder

Anthony Scheer -

This document will walk you through the steps on how to permission a folder. Please make sure to read this article in its entirety for naming and Global PowerUser permissioning conventions. 

 

First, Click the three dot menu next to the folder, then "Manage Access".

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A fly-in window will appear on the right.  Click "Advanced".

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Now, you can set permissions on your new folder.

Note: While adjusting permissions on folders,  you shouldn’t remove yourself.  Make sure you or a group you're a part of always has "Power Rights" over the document library.  It's possible to remove all of your permissions from a folder, and then be unable to add them back!

In the "Advanced" Screen, click the "PERMISSIONS" menu, then Click “stop inheriting permissions."

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If you have a yellow banner describing “limited access users” click “show users”.

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Select all the groups you wish to remove – typically every group except for _Global Powerusers and the Powerusers group for the site.

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Then click “remove user permissions.”

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 Make sure you, or a group of which you are a member has Power Rights over the document library.

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To add an additional member, click “grant permissions.”

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In the dialog that appears, click SHOW OPTIONS.

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Fill out the name of the user you want to share your folder with, whether or not to send an email invitation, and select the permission level.  Typically this will be “Power Rights”, “Edit," “Contribute," or “Read.” For details on these permissions levels, see the Power User Guide here: https://pepfar.zendesk.com/hc/en-us/articles/115002545546-Poweruser-Guide.

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Confirm through testing that your document library is set up correctly.

If you have any questions, please reach out for help!

 

 

 

 

 

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