Add Account Roles to Folders

To specify unique permissions for account roles, they must first be added to the folder. The Project Administrator and Project Member groups are added to each folder by default.

Administrators: To grant users the ability to perform this task, give them Change Permissions privileges. For instructions, see Edit Folder Permissions.

To add account roles to a folder

  1. Go to the Project Documents page.

    2. For instructions, see Access Project Documents Page.

  2. Click the Folder Properties link.

    3. The Folder Properties General Tab displays.

  3. Click the Permissions tab.

    4. The folder's permission settings displays.

  4. Click the Add link.

    5. The Add Permissions window displays.

  5. In the Account Roles section, select the check box next to the account roles you want to add.
  6. In the Select Which Permissions To Grant section, select the type of access to grant the selected users.

    7. For a description of these access types, see Folder Properties Permissions Tab Overview.

  7. Click Add.

    8. Ensure that all users in the selected account role(s) are those that need the permission level that you have granted. To do so, from the Folder Properties - Permissions tab, select the account role, and then click the List Members link. A pop-up window displays with a list of the member in the selected account role.

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