Folder Permissions

You need to be an administrator or have Change Permission privileges to perform this task. For more information, see Edit Folder Permissions.

To view folder permissions

1. Go to the Project Documents page.
2. Click Folder Permissions located in the Project Menu.

The Folder Permissions page displays.

3. Navigate to the folder you want to view permissions for.

Exporting the folder permissions gives you a digital copy that can be distributed, printed, or saved and then modified to be imported back into e-Builder.

To export folder permissions

1. Go to the Project Documents page.
2. From the Project Menu, click Folder Permissions.
3. Click Export.

The Select Output Type menu displays.

4. Select Print View for a printable version of the file, which cannot be imported back into e-Builder.

—Or—

Select Excel Data Export for a file version that can be modified and imported back into e-Builder.

5. Click Export.

Folder permissions can be imported to reduce the time it takes to make these changes manually. A template file is available on the Import Folder Permissions page to help you get started. Likewise, you can export the current folder permissions to make the necessary changes and then import this file to update these settings in e-Builder.

The import supports only .xls or .xlsx files.

Below is an example of the headers that should be included in your import file.

To import folder permissions

1. Go to the Project Documents page.
2. From the Project Menu, click Folder Permissions.
3. Click Import.

The Import Folder Permissions page is displayed.

4. Click Browse.
5. Search for and select the import file.
6. Click Next.
7. Review the import file summary.
8. If available, review any warnings by clicking the Warnings tab.
9. If there are no exceptions, click Import.

—Or—

If there are exceptions, click the Exceptions tab to review what they are. Many the necessary changes to the import file, and then click Previous to import the updated file.

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.

You need to be an administrator or have Change Permission privileges to perform this task. For more information, see Edit Folder Permissions.

To add account roles to a folder

1. Go to the Project Documents page.
2. Click the Folder Properties link.
3. Click the Permissions tab.
4. Click the Add link.
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.

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

7. Click Add.
Tip

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.

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

You need to be an administrator or have Change Permission privileges to perform this task. For more information, see Edit Folder Permissions.

To add folder permissions for individual users

1. Go to the Project Documents page.
2. Click the Folder Properties link.
3. Click the Permissions tab.
4. Click the Add link.
5. Select the Show Users check box.

A filter displays, which allows you to filter for the users you want to add. A list of project users also display, which you can access by scrolling beneath the fold.

6. In the Project Users section, select the check box next to the user(s) you want to add.
7. To set permissions for the user at this time, select the appropriate access type(s) in Select Which Permissions To Grant section. For a description of these access types, see Folder Properties Permissions Tab Overview.
8. Click Add.

You need to be an administrator or have Change Permission privileges to perform this task.

Folder permissions can only be modified for existing groups and individual users that have been added to the folder.

To edit folder permissions

1. Go to the Project Documents page.
2. Click Folder Permissions located in the Project Menu.

The Folder Permissions page is displayed.

3. Click the Edit link next to the folder you want to edit permissions for.

The permission check boxes are enabled.

4. Select the check boxes of the permissions you want to assign and clear the check boxes of the permissions you want to remove.
5. Click the Save link.
Tip

Click the folder name to view a description of each permission type. The Folder Properties - Permissions tab displays. You are also able to modify the permissions from this tab. For additional explanation on the permissions levels, see Folder Properties Permissions Tab Overview.