Manage folder sharing permissions

The “Sharing” section of each folder ensures transparency over who has access and displays their related folder permissions.

There are two types of permissions that can be given to your contacts:

1. Can view: contacts can view, add notes, download and markup plans/files in your folder, but cannot remove or add files.
   
   
2. Can edit: contacts have access to all folder permissions (identical to that of the folder owner), including:
   • edit folder name
   • view "Sharing" section and edit permissions
   • share folder
   • remove folder
   • add new plans/files 
   • supersede existing plans/files
   • view plans/files
   • edit the description of plans/files
   • remove plans/files
   • add a note to a plan/file
   • share a plan/file
   • create a document summary report for a folder
     
     

To view the “Sharing” section or one or all folders, follow the steps in the sections below.

Note: only folder owners and those with “Can Edit” folder permissions have access to a folder’s “Sharing” section.

View and mange permissions for a specific folder

To view and manage permissions for a specific folder, click the overflow button to the right of the related folder and select "Share" from the menu.

A dialog will be displayed showing a list of contacts that have access to your folder and their related folder permissions. 

Click the menu to the right-hand side of each contact to change their permission. 

View and manage permissions for multiple folders

To view and manage permissions for multiple folders, go to your project documents and click the "SHARING" button on the top-right hand side of your screen. 

Click the menu to the right-hand side of each contact to change their permission.

If you would like to learn more about managing folder permissions, shoot us an email at [e-mail] and our customer success team will be in touch.