Folder Security¶
infoRouter allows you to assign folder-level permissions that control access to folders and their contents. To assign folder permissions, you must have Full Control rights to the folder.
Permission Levels¶
| Permission | Description |
|---|---|
| No Access | Cannot access the folder |
| List | Can see folder contents but not open documents |
| Read | Can view documents in the folder |
| Add | Can create documents but not view existing ones |
| Add and Read | Can create and view documents |
| Change | Can modify documents and properties |
| Full Control | Complete access including security changes |
Permissions Matrix¶
| Capability | No Access | List | Read | Add | Add & Read | Change | Full Control |
|---|---|---|---|---|---|---|---|
| List folder contents | |||||||
| View Documents | |||||||
| Create Documents | |||||||
| Create & Read Documents | |||||||
| Change Properties | |||||||
| Change Permissions | |||||||
| Take Ownership | |||||||
| Delete Folder |
How to Assign Folder Permissions¶
- Navigate to the folder
- Click the Action icon and choose Folder Properties
- Click Folder Security
- Select users from the list
- Choose the access level from the dropdown
- Click Add
- The selected users will be added with the chosen permission level
Permission Inheritance¶
Automatic Inheritance
When you assign permissions to a folder, those permissions are automatically inherited by all documents and subfolders contained within it.
Setting the inheritance option while assigning permissions dramatically reduces the time needed to apply security to child folders.
Learn more: Permission Inheritance
Using No Access¶
The No Access permission is used when:
- A group has been granted access to a folder
- You need to exclude a specific member from that folder
Individual vs Group Permissions
Permissions given to individuals supersede permissions given to user groups.
Example:
- User Group A has Read permissions to a folder
- User A is in User Group A
- User A has been given Full Control permissions individually
- Result: User A has Full Control, not Read
Learn more: User Groups
Full Control Implications¶
Important
Users with Full Control at the parent folder level can:
- Delete or change any subfolders regardless of subfolder permissions
- Set or alter security on any subfolders