Add Permissions for Document Folders

This article explains how to use the Add Folder Permissions feature, which lets users manage access rights within the Document Center. You can assign or update permissions to control who can view, add, or modify documents within each folder. When assigning permissions, remember that the access applies to the entire folder, not to individual documents.

Follow these steps to manage folder permissions:

1. Navigate to the Documents. The My Documents page will be displayed by default.
2. Click the More Options icon to the right of the desired folder list, then select Add Folder Permissions.
3. Select the checkbox next to the role you want to grant permissions to under the Eye or Pencil column. The Eye option allows users to view the document, while the Pencil option allows users to download, edit, and upload revised versions.

4. Click Add Permissions to save the changes.

   💡 Workflow Tip

   You only need to grant permissions to Employee Users; Document Managers and Admins already have access.
   ℹ️ Notes

   • Granting write access allows users to add documents to the folder and revise existing documents if they are listed as the document owner.
   • Document folder icons that appear in black indicate that additional permissions are required to access the folder. This may depend on location-based access for Location Specific Document folders or on permissions assigned based on user roles.

   

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