Control access to files

Every file and every directory has an access mode that governs reading and writing. You set it in the detail manager under the Permissions tab – the four modes sit in the Actions sidebar.

The four modes

• Unrestricted – the default: all users have full access. The main area shows a note that you can limit access via the Restricted mode.
• Restricted – access only for selected people or groups. You define the permission rules in the main area: one group or individual per rule, and whether only reading, only writing or both is allowed. With Add rule you save the rule.
• Inherited – the file adopts the permission of its parent directory. Not available in the main directory – there is no “above” to inherit from there.
• Inherited from element – if the file is attached to an element (project, order, ticket), it follows that element’s permission. Whoever may enter the project may access the file; whoever may not, doesn’t see it.

ℹ Tip. Grant rights to groups rather than to individuals wherever you can – that stays easy to maintain when staff change.

Inheritance: rights act downwards

Directory permissions carry on downwards: subdirectories and files can adopt the rights of the parent directory via Inherited, or set their own rules that override the inherited ones. This way you set up a protected directory once, and all new files within it are protected automatically.

Permissions apply over WebDAV too: in Explorer you only see what you are authorised for in teamspace.

Common questions & needs

Related topics

• The detail manager of a file File management Concept
• Share files with external people File management How-to
• Topic: Permissions Permissions