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Folder Permissions & Set Up

Drive Efficiency with Folders

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Written by SnapInspect
Updated yesterday

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

Creating or Updating a Custom Role

To control which folders users can access, you’ll first need to create or update a custom role for each user. Here's how:

  1. Go to the Users tab in the SnapInspect Web App.

  2. Click on Custom Role.

You can now either:

  • Create a New Role by selecting + New Role, then assign it to users later, or

  • Edit an existing custom role.

Customize Custom Role

  1. Edit the role name and set permissions based on your needs.

  2. To restrict access to all properties, check the Folder Access Control box.

    • Once enabled, users will only see assets in folders they are members of.

Please Note:

  • Make sure to assign the custom role to each user. If you don’t:

    • Users may have access to all assets, or

    • Users may have no access at all.

Create Folders

  1. Go to the Assets section in the web app.

  2. Click on the Folder button, then select + Add New Folder.

  3. Name the folder and add a manager, description, and members.

  4. When finished, save the folder.

    • You can also add members to a folder from the Users page:
      Go to the user, and click the + button under the Folder column.


Add Assets to the Folder

  1. Click Select, and choose the assets to group.

  2. Click Action > Add to Folder, and choose the relevant folder.

Please Note:

  • If Folder Access Control is turned on but the user is not added to any folder, they will not see any assets.

  • Only users with Account Owner permissions can configure or manage folders.

If you have any additional questions or need support, please contact the team at support@snapinspect.com.

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