Request access to a folder

If you don't already have access to a folder, you can send an access request via the documents interface.

To request access to a folder, follow the steps below.

Step 1:  Click the "REQUEST ACCESS" button'

Click the "REQUEST ACCESS" button next to the related folder.

A dialog will be displayed containing the details of the folder's owner. Click the "REQUEST ACCESS" button on the bottom-right of the dialog.

Step 2:  Approve access to your folder

The owner of the folder can then approve your request to access their folder either by email, or via the documents interface.

Option 1:  Approve request via email

After requesting access to a folder, an email notification is sent to the folder's owner. This allows them to grant either "Can View" or "Can Edit" access to the folder by clicking the related buttons in the email body.

Option 2:  Approve request via interface

To approve access to a folder via the interface, go to the related project's document manager, click the small overflow button on the right-hand side of the folder and select "Share" from the menu.

The contact that requested access to your folder will be displayed with their permission setting in grey (meaning pending).

Click the permission menu and select the permission you would like to set for the contact.

Step 3:  Access granted email notification

After access is granted to a contact, they will receive confirmation via an email notification like the one below.

Note: contacts do not require an account to view shared folders.