Assign a User or User Group Access to Folders and Files

Users can be assigned to folders and files individually or through user groups. Assign users to folders and files to provide security privileges.

To assign access to folders and files from the File List page:

Navigate to the project or portfolio files page
1. In the object selector, select a project or portfolio.
2. In the sidebar, hover over  Files, and select File List.
In the table, select a folder or file row, and then select the Security detail window.
In the Security detail window, select Assign , and then select User or Group.
Select the name of the user or group, and select Next .
In the Permission Set column, choose a permission set, and then select OK.
Note: If you assigned a user group that is configured with a default permission set, you can keep the default or choose another if necessary.
Select Assign.
Select  Save.

Tips

There are two permission sets provided by the application that you can assign to users and user groups:
- The Administrator (System) permission set has all privileges assigned. It grants all functionality for an object as well as access to all of the object's data. It also grants the ability to edit the user and user group security for that object.
- The View Only (System) permission set provides read-only access to objects and their data.
The Search feature searches the entire list of users for matches. During that initial search, it will stop after finding 500 results, then filter out those who have already been assigned. For this reason, your maximum number of search results might vary. To limit the number of results, be as specific as possible when entering a name in the search field. For example, enter the first and last name of the user.