How Can We Help?

Search for answers or browse our knowledge base.

Differences in Access Permissions

Folderit features up to 5 permission levels for every resource. Whether sharing files, folders, sections or the whole account.

The permission levels are:
  1. PREVIEWER — Preview-only permission limits a user or user group to only seeing the files as an in-system preview. Previewers cannot copy text from a document, nor print or download shared documents. They can’t change any metadata or add new versions. They can’t see the audit log.
  2. VIEWER — The users can preview the files shared to them in-system, and download the files. They can also print the document and if the file format allows, copy text from its preview.
    They cannot change any metadata or versions, and they cannot delete files.
  3. EDITOR — Editors can preview and download files, change metadata, add versions and delete the documents shared to them. Sharing a folder or section with ‘Editor’ permission allows the person to add files and folders into that structure. Granting ‘Editor’ permissions on an account level will make the person an administrator of that account.
  4. UPLOAD-ONLY — User can only upload to a folder, and does not see its content (including sub-folders) that is added by other users. The user can not edit files they have uploaded.
  5. CUSTOM — only available in TAILOR plan, scroll down for detailed explanation.

CUSTOM PERMISSION LEVEL (in Tailor plan only)

FOLDER PERMISSION EXPLANATIONS

  • No Permissions: Grants visibility to the specific folder shared, but none of its content. This is ideal for displaying the navigation hierarchy without revealing unauthorized sub-resources.
  • Create Folders: Allows users to create new folders within the shared folder. Although, without additional permissions, they cannot further interact with these new folders.
  • View Folders: Users can see the immediate sub-folders of the main shared folder.
  • Download Folders: Provides the capability to download the exact shared folder.
  • Edit Folders: Permits users to modify folder attributes including its name, metadata, workflows, retention, and views.
  • Move Folders: Users can relocate the folder to a different location.
  • Delete Folders: Grants the ability to remove the folder.
  • Duplicate Folders: Users can make a copy of the folder.
  • Share Folders: Allows users to grant folder access to others.
  • Public Link Sharing: Enables users to manage the public link settings for the folder. Note: Requires the “Share Folder” permission.
  • Audit Trails: Users can view the folder’s activity log.

FILE PERMISSION EXPLANATIONS

  • Add Files: Users can upload or add files to the specified folder.
  • View File List: Grants visibility to the list of files in the folder. Without additional permissions, users only see file names without associated content or metadata.
  • Preview Files: Offers in-system preview of supported files, excluding download, print, or text-selection functionalities.
  • Download Files: Users can download files to their device.
  • Edit File Attributes: Allows modification of attributes like metadata, reminders, workflows, and check-out.
  • Update File Versions: Users can upload new versions of a file.
  • Online File Editing: Utilizing Office 365 integration, users can edit files. With “Add Files” enabled, users can also create new documents via the Office integration.
  • Move Files: Users can transfer files to other sections of the system, provided they have the necessary permissions.
  • Delete Files: Grants the ability to remove individual files.
  • Duplicate Files: Allows copying of files within the folder.
  • Share Files: Users can grant access to specific files to others.
  • Public Link Sharing: Enables users to manage the public link settings for a file. Note: Requires the “Share Files” permission.
  • Audit Trails: Users can view the activity log for individual files.

Here’s a video overview of how to find and use the permission options: