About Folder & Portal Permissions

Overview

Portal Folder security sets access to the contents of a Folder, including the Entities stored in the Folder and the Actions that can be performed on them. Depending on a Report's filters, Folder security may also restrict how data displays on Reports. By default, a Folder inherits permissions from its Parent Folder. Unless inheritance is disabled for a Sub-Folder, it will get its permissions from its parent (this relationship cascades to all levels).

Parent Folder Inheritance

In the Folder structure below, all Folders would have the exact same permissions unless inheritance was disabled for one. Jane would have administrator rights to all Folders:

• Folder 1 ( jane@example.comhas permission to Administrate this Folder)
  • Folder 1.1 (no specific permissions set)
    • Folder 1.1.2 (no specific permissions set)

In the Folder structure below, john@example.com would only have permission on Folder 1 because Folder 1.1 has no permission set, and is NOT inheriting from a parent. Folder 1.1.2 is inheriting from Folder 1.1, which has no permissions.

• Folder 1 (John@example.comhas permission to administrate this Folder)
  • Folder 1.1 (no specific permissions set, permission inheritance disabled)
    • Folder 1.1.2 (no specific permissions set)

Setting Access Permissions

An administrator sets Group and Account access permissions for Folders. A Group or Account may have permission to view a Folder's contents or may have full administrative rights.

1. To set Folder security in the Portal, click on the Folder and select Manage > Manage Permissions. 
2. In the Manage Folder Permissions pop-up, in the Accounts section, click the Add button. 
3. Click the Account selector to grant permission to an Account.

   

4. Select an Account from the list and click OK. This is where you could also edit permissions or delete Accounts.

   

5. To edit permissions, select the Account and then select the Edit Button. 
6. On the Edit object Form, all the different permissions are listed and can be selected/deselected as needed.

   

Specific Permission Types

To disable Permission Inheritance: select the Folder, select Manage > Permissions: Disable Permissions Inheritance. This feature is not available to root Folders, as they are not inheriting properties from any Folder.