Folder Permissions Page

You can only update permissions for roles that already have folder access. You cannot add a new user role from this page.

The Folder Permissions page allows you to view and modify permission settings for each folder in the Documents folder structure. Additionally, the entire folder structure can be exported, and then reimported into e-Builder in order to update project folders permissions. From this page, permissions are set for administrators, members, roles or individual users.

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

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

Below is a description of the fields and buttons located on this page.

  • Folder Permissions For: Click to view folder permissions for a different project.
  • Import: Imports folder permissions. From here you're able to download a template file.
  • Export: Exports the current folder structure and permissions. You're able to select from two output types: Print View and Excel Data Export. The print view is more aesthetic and is used for distribution. The Excel Data output can be modified and then imported back into e-Builder.
  • Also apply to files: Select to apply the folder permissions to the individual files as well.

      The Apply action is the only way to save changes to folder permissions. If you navigate to another folder without applying changes, a warning message will be displayed. However, if you navigate away from this page, your changes will be lost.

      After setting the desired folder permissions, click this drop-down arrow to select how to apply the permissions. Choose from the following options:

    • Apply to folder - Applies changes to the selected folder only.

    • Overwrite existing (folder & subfolders) - Overwrites subfolder permissions to match the selected folder's permissions. This option will remove any conflicts between the selected folder and its subfolders to match the selected folder exactly.

    • Apply changes (folder & subfolders) - Select to apply changes only. This option will not overwrite existing permissions - it will only apply changes that you've made to the folder and/or subfolders.

  • Add:  Adds account roles and project groups to the list of roles that has been given permission.
  • Remove: Removes the selected roles or groups from the list.
  • Group, Role, or User: This column lists the groups and roles that can be given folder access.
  • View: Allows users to view the folder and the files within the folder.
  • Download: Allows users to download files.
  • Redline Markup: Allows users to redline files and compare documents.
  • Modify: Allows users to edit the folder name and description. This permission also allows users to move files from the folder.
  • Create: Allows users to upload files.
  • Create Folder: Allows users to create sub-folders within the current folder.
  • Delete: Allows users in the role or user group to delete files and folders, regardless of who created it. Users without delete permission can only delete the files that they uploaded.
    Allows Document Owners to delete their own files in that folder. They cannot delete other files or the folder itself.
  • Change Perms: Allows users in the selected role to change folder permissions.
  • No Access: Select to override all other permissions. If someone is in two roles and one of the roles has this permission, selecting this check box will override all other role permissions for the user.