Folder-level permissions in Smarter Drafter allow you to control access to forms and their sub-folders within a specific folder. This guide will walk you through the steps to set folder-level permissions for forms and manage who can view, edit, and delete content within the folder.
Instructions
1. Navigate to Permissions Settings
- Go to the Settings menu in the top navigation bar.
- Click on Permissions to open the user permission settings.
2. Select the Folder for Permission Assignment
- In the Folder Permissions section, find the folder you wish to adjust permissions for.
- Click on the folder to view and edit its permission settings.
3. Choose Folder-Level Permissions
- You will see a list of available permissions for the selected folder:
- Read: Allows users to view documents in build mode.
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- Add (folder-level only): Allows users to add new forms to the folder and its sub-folders.
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- Edit: Grants permission to edit existing documents within the folder.
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- Delete: Allows users to delete existing documents from the folder.
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- Publish: Grants permission to publish existing documents within the folder.
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- Folder Management (folder-level only): Allows users to edit, delete, and add sub-folders within the folder. This permission does not allow creating new parent folders.
- Select the appropriate permissions for the users based on their role.
4. Apply Permissions to Sub-Folders
- If you want the same permissions to apply to sub-folders within the selected folder, make sure the Inheritance option is enabled. This will automatically apply the same permissions to all current and new sub-folders.
- Save Your Changes
- After selecting the desired folder-level permissions, click the Save button at the bottom of the screen to apply your changes.
Common Issues & Solutions
- Issue: Permissions are not inherited by sub-folders.
- Solution: Ensure that the Inheritance option is enabled for the folder. This ensures that permissions set for the parent folder are applied to sub-folders.