Access Permission Levels

Folderit provides up to five permission levels for files, folders, Main Sections, external links, form records, and account-level access. The selected permission determines what a user or user group can see and do with the shared resource.

The available permission levels may vary depending on the resource type and your Folderit subscription.

Permission level comparison

Previewer

Previewer provides preview-only access to supported documents inside Folderit.

• Can open supported files in the in-system preview.
• Cannot download or print shared documents.
• Cannot copy text from the document preview.
• Cannot change metadata or upload new versions.
• Cannot delete resources or view the audit log.

This permission is useful when someone should be able to review a document without receiving a downloadable copy.

Viewer

Viewer allows users to read and download shared content without changing it.

• Can preview supported files in Folderit.
• Can download and print files.
• Can copy text from the preview when the file format and preview support it.
• Cannot modify metadata or upload new file versions.
• Cannot delete resources.

Use Viewer access when the recipient needs a copy of the document but should not change the stored resource.

Editor

Editor provides full working access to the shared resource within the limits of the selected scope.

• Can preview, print, and download files.
• Can change metadata.
• Can upload new versions.
• Can delete shared resources.
• When a folder or Main Section is shared with Editor permission, can add files and folders to that structure.

Important: granting Editor permission at the account level makes the user an administrator of that account.

Upload-only

Upload-only is available for folders and is intended for collecting files without exposing the folder’s existing content.

• Can upload files to the shared folder.
• Cannot see content added by other users, including subfolders.
• Can see only the files and folders they added themselves, where supported by the current configuration.
• Cannot edit uploaded files after submission.

This permission is useful for document collection, submissions, and upload portals.

Custom

Custom permission provides granular control over individual actions and is available on the Tailor plan.

Use it when the standard permission levels are too broad and you need to allow or restrict specific actions separately.

See Custom Permissions for the full list of configurable access options.

Which permission should you choose?

• Choose Previewer for controlled document review without downloading.
• Choose Viewer when the recipient may download or print the file but must not change it.
• Choose Editor for collaborators who actively manage or update the resource.
• Choose Upload-only when users should submit files without browsing existing content.
• Choose Custom when you need a tailored combination of permissions.

For instructions on granting these permissions, see Sharing Files, Folders, and Other Resources.

Video overview: access management in Folderit