Create a File Permission Set

Create file permission sets to determine a user's level of access to files. Users can only access files and folders that they have been assigned.

To create a file permission set:

  1. In the object selector, select a workspace.
  2. In the sidebar, select Summary & Settings.
  3. On the Summary & Settings menu, select Permissions, and then select File.
  4. On the File permission sets page, select Add.
  5. In the Name field, enter a unique name.
  6. In the Description field, enter a description of the permission set.
  7. In the Privileges section, expand each category to assign privileges.
  8. Select Save.
  9. In the Summary & Settings panel, select Close.

    Notes:

    • To assign users to a file permission set, use the Security detail window on the File List page.
    • To assign a default file permission set to a user group, use the Default Permissions tab of the User Groups page.

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