Changing Folder Permissions

You may change permissions of any folder that you own:

  1. Visit the folder which you want to change, and click "Folder Options" in the folder title bar:

    Hint: if the "Folder Options" link does not appear, you may need to log in.

  2. From the Folder Options page, click the link "Change Permissions" under the "Edit Folder Properties" subsection:

    Hint: if the Change Permissions link does not appear, you probably do not own the folder. You will need to ask the folder's owner to perform this operation.

  3. In the Change Permissions form, specify the access level. Use the radio buttons to specify whether the folder should be Private (visible only by you) or Shared.

    If you choose to share the folder with all users, specify whether you are granting read-only or write permissions. If a user has write permission on your folder, they will be able to perform the following actions:

    • Add cases to the folder
    • Add subfolders to the folder
    • Remove cases and subfolders that they have added to the folder
    However, they will not be allowed to perform any of these operations:
    • Delete the folder or move it to a different location
    • Rename the folder or edit its description
    • Change the folder's permission settings
    • Remove cases or subfolders that other users have added
    • Reorder the folder contents
    Only you or the administrator will be able to perform those privileged operations.

    Note: if you choose to share the folder, be sure that it is located in a folder which is accessible by its intended users. For example, if you make the folder public but put it under a private folder, nobody will be able to access it.

  4. If the folder contains cases and/or subfolders, specify whether the new permissions should apply to this folder only (default), or to the contents of the folder:

    If you choose to apply the changes to subfolders, it will recursively change the permissions of all folders owned by you which reside underneath this folder. Subfolders owned by other users will not be affected (unless you are an administrator). If you apply the changes to cases as well, it will recursively change the permissions of all the cases that you own which are referenced by any of the subfolders. Other user's cases will not be affected.

  5. Click the "Change Permissions" button to complete the operation.

Next: Exporting and Importing