At Snapinspect we strive for efficiency and our new folder system does just that. You can now place your assets in folders based on whatever you deem suitable whether that be size or location. In this article, we will be showing you how to set up a folder and how you can place user permissions upon them.
1. Creating a Custom Role
To restrict user access to folders you must first create custom profiles for each of your users, simply click on custom role and then new role.
2. Customize Custom Role
Customize the role name and set its restrictions based on your preferences. However, to restrict users from accessing all folders you must tick folder access control. (ensure to allocate the new custom role to the user)
Once you have implemented folder access control, this user will only be able to see assets in folders they are members of.
Note* If you decide not to tick folder access control this user will have access to any folder and the assets within that folder even if they are not a member of it. To make sure no issues arise we will now show you how to create folders and add members.
3. Create Folders
Folders can be found in the asset section of the web app, simply click on the folder button shown below and click add new folder.
4. Add Relevant Details
When creating a new folder you can give it a specific name, add a manager, description and members. Once you have finished save the folder and continue to follow the steps below
5. Add Assets to the Folder
Click select and choose relevant assets to add to the folder
And finally, click action, add to folder and select the relevant folder.
Note* If you have selected folder access control for your custom role and they are not added as a member to a folder they will not be able to see any assets.
It really is as simple as that!
Remember if you want to impose restrictions on a user you must create their profile through a custom role and select folder access control. Hopefully, you found this helpful and continue to enjoy the simplicity and efficiency of Snapinspect.