Folders and files in the Document Library have permission settings which determine whether you can view, edit, manage, add, or delete the documents.
If you have a System Administrator or State Administrator role, you are automatically granted all permissions for all files and folders.
Also, only a System or State Administrator can perform the following actions:
● Cascade a folder's permissions to all of its contents.
● Create top-level folders and add files to the top level.
Administrators can give permissions to individual responders, administrators, organizations, and access levels. For example, if a Read permission is given to a responder, that individual can see the folder or file. If the Read permission is given to an organization, the folder or file becomes visible to every organization member.
The following list describes the permission options of Read, Update, and Modify.
● The Read permission allows responders to view the file or folder and its contents as well as download the files from the folder.
● The Update permission allows responders to create subfolders and add files. They can also manage file versions as well as check files in and out. In order for the Update permission to work, you need to select the Read option as well.
● The Modify permission allows responders to delete the file or folder and its contents as well as manage file details and folder details. They can also manage permissions and restore deleted files. In order for the Modify option to work, you need to select the Read option as well.
The following table describes permissions needed to complete each action.
Action |
Permissions in Individual File/Folder |
Permissions in Parent Folder |
||||
|
Read |
Update |
Modify |
Read |
Update |
Modify |
View File or Folder |
X |
|
|
X |
|
|
Add File or Create Folder |
|
|
|
X |
X |
|
Delete File or Folder |
X |
|
X |
X |
|
X |
Restore File |
X |
|
X |
X |
|
X |
Check Files In and Out |
X |
X |
|
|
|
|
Move File or Folder* |
X |
|
X |
X |
|
X |
Create File Shortcut* |
X |
|
X |
X |
|
X |
Edit File or Folder Details |
X |
|
X |
|
|
|
Manage File Versions |
X |
X |
|
|
|
|
Change File and Folder Permissions |
X |
|
X |
|
|
|
* In order to perform these actions, a user must have the same permissions for the destination folder. |