Assigning permissions from the Roles view

After you add a user or a group to a role you must grant permissions to folders and its objects. You cannot grant a user the permissions to a folder unless the user has been added to the appropriate role.

See Adding users and groups to a role.

When you assign permissions to a parent folder, the subfolders automatically inherit the parent folder permissions.

When you add a user to a role, the system automatically assigns permissions to any predefined folders.

Note:

There is a time delay for permissions to propagate through the directory.

To assign permissions

  1. Go to Settings > Roles.

  2. In the Roles view, select the role.

  3. In the Users and Groups tab, select the user or group.

  4. Click Assign Permissions.

  5. In the Assign Permissions panel, in the left pane, navigate to the required folder.

    All the subfolders are listed in the right pane.

  6. Do one of the following:

    • To add a folder that is listed in the right pane, select the folder and click Add.

    • To add all folders that are listed in the right pane, click Add All.

  7. The newly added folders are listed in the Selected Items list.

  8. Click Next.

  9. In the Review Assigned Permissions panel, confirm if the folder selection is accurate.

  10. Click Finish.