Managing folder permissions

Managing folder permissions

In this article, you will learn how to manage folder permissions.

Before you begin

In SPAN, user permissions such as "Viewer", "Editor" and "Organizer" determine the level of access individuals have to folders and their files. A "Viewer" can view and comment on files, an "Editor" has the ability to view, edit, and comment, while an "Organizer" enjoys full privileges, including the ability to view, edit, comment, share, and delete files within a folder. To learn how to create and manage folders, refer to this article.

Creating folder permissions

  1. In the thumbnail view of the folders page, if you hover over any folder, a three-dotted button will appear on the bottom right.
  2. Click on that three-dotted button.
  3. Once clicked, it will pop up a menu containing three options: "Folder Permissions," "Rename," and "Delete."
  4. Click on the "Folder Permissions" option.
  5. Upon clicking, it will redirect you to the folder permissions page where you can create and update permissions for that folder.
  6. To create permissions for newly added users, click on the "Member name" dropdown menu button in the "Create new permissions" row.
  7. Once clicked, it will display a dropdown menu listing all newly added users or users who currently do not have any permissions.
  8. You have the option to select a single user or multiple users at once to create permissions.
  9. To select the desired users, click on their names in the list. By default, all new users in BanyanBoard are granted "Viewer" permissions.
  10. To explore all available permission options, click on the "New permission" dropdown menu button.
  11. Upon clicking, it will display "Viewer," "Editor," and "Organizer" as the available permission options.
  12. If you wish to assign the "Editor" permission to the selected users, click on the "Editor" option from this dropdown menu.
  13. Selecting a permission from the "New permission" dropdown menu will enable the "CREATE PERMISSION" button.
  14. Click on the "CREATE PERMISSION" button to create the permission.
  15. Once the permissions are added, an alert box will pop up at the top of the page indicating that the new user permissions have been successfully added for this folder.

Updating folder permissions

  1. To update existing folder permissions for a user, click on the "Member name" dropdown menu button in the "Update existing permissions" row.
  2. Once clicked, it will display a dropdown menu listing users along with their current permissions.
  3. Click on the user's name to select the user whose permissions you want to update.
  4. After selecting a user, click on the "Update permission" dropdown menu button to view the available permissions for updating.
  5. Upon clicking, it will display a dropdown menu listing four options: "Viewer," "Editor," "Organizer," and "Remove."
  6. If you wish to assign the "Viewer" permission to the user, click on the "Viewer" option from this dropdown menu.
  7. Selecting a permission from the "Update permission" dropdown menu will enable the "UPDATE PERMISSION" button.
  8. Click on the "UPDATE PERMISSION" button to update the permission.
  9. Once the permission has been updated, an alert box will pop up at the top of the page indicating that the permission have been updated for this user.


Note: While updating existing permissions, you can only update one user at a time.

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