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How to set user access permissions for folders
How to set user access permissions for folders

Change who can see which folders in your account

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

It is highly likely that not every user will need to see all the folders and records in your Papertrail account/s.

Please note - to change the user access permissions of a folder you must be an Admin on the account.

Step by step

Click on the folder you would like to change the user settings from the Folders tab on the left hand side. Click the ▼ drop down arrow next to the folder name in the top bar. In the options displayed, click Edit.

Under Members with Access, select or deselect users to add or remove users from the folder.

Please note - Admin users automatically have access to all folders in the account.

To change folder access per user, click on the settings cog in the bottom left hand corner and select Team settings.

Click on Edit to the right of the user.

You will then be able to edit which permission levels the user has, choosing the folders permissions as well as overall permissions such as View, Edit or Add permissions.

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