Setup Folder Permissions

Included is an explanation of the permission structure, and a few sample folder structures are provided. These will give you ideas towards setting up your organization's permissions.

Other Related Topics:

Explaining the Permission Structure

The permission structure is hierarchical, so that assigning access in a folder (e.g. Root), diffuses down to all Folders/Subfolders/Entries beneath it (see example in next section).

Simply assign user/role access to the highest level of folder tree, and the permission will automatically spreads downwards to the whole subtree underneath, providing access to all subfolders and all credentials within those folders.

  • Also, new subfolders or credentials in these folders will also be automatically accessible. This continues until the permission inheritance is manually Blocked.

Administration Role: Since the default Admin user is assigned the powerful Administration Role on the Root folder, it will have access to everything below it, until the permission inheritance is manually Blocked.

Separating Department Access

Separation of Department Teams can be accomplished by your folder structure.

Example 1

By adding branches under the Root folder you could have:
 

Folders

  • Favourites
  • Root
    • Clients
      • Client 1
      • Client 2
    • Departments
      • Accounting
        • Accounting Sub1
        • Accounting Sub2
      • HR
      • IT
        • IT Sub
    • Private Folders
    • Projects
    • Resources
  • Tags
  • Archive

 

Granted Access

  • User/Role A: with "User Access" on Root
    • will inherit access to all the department folders including: IT, Accounting, HR and sub folders
  • User/Role B: with access on IT
    • will have access to IT sub
  • User/Role C: with access to IT and HR
    • will not have access to Accounting
  • User/Role D: with access on Accounting Sub1
    • will only have access to Accounting Sub1

 

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