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Folder Permissions & Set Up
Folder Permissions & Set Up

Drive Efficiency with Folders

SnapInspect avatar
Written by SnapInspect
Updated over 8 months ago

You can now place your assets in folders based on whatever you deem suitable whether that be size, portfolio or location.

Folder Permissions and Set-up

1. Creating a Custom Role / OR Updating an existing Custom Role

To restrict user access to folders you must first create/update custom profiles for each of your users, to do so simply:

  • Navigate to the Users Tab within the SnapInspect web app account

  • Click on the Custom Role

  • From here you can either create a new role + New Role and later assign your users, or Edit an already existing custom role

2. Customize Custom Role

  • Customize the role name and set its restrictions based on your preferences.

  • To restrict users from accessing all folders you must tick Folder Access Control.

Please Note: Ensure to allocate the new custom role to the user. Failing to do so will result in all users having access to all assets or users not having any access to any assets at all!

  • Once you have implemented folder access control, this user will only be able to see assets in folders they are members of.

3. Create Folders

  • Folders can be found in the asset section of the web app,

  • Simply click on the Folder button shown below > add new folder

  • 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

4. Add Assets to the Folder

  • Click Select and choose relevant assets to add to the Folder

  • Click Action > Add to Folder > and select the relevant folder.

Please 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.

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