Overview
Before Setup
We recommend having users, user groups, and folders in place before setting up folder permissions.
Users should be set up with a default or custom role. This way you can put them in a specific user group like sales or marketing users. For example, sales groups are set up for lead assignments. They’re also great for segmenting permissions. Finally have your folders set up. This will insure you’re organized and ready to enable permissions.
Example:
If you want southeast sales users to only access prospects in their region you can create a list of prospects for that area and put it in a folder named southeast. Then create a user group with all southeast sales users. Set up folder permissions that allow that group to only access the southeast folder.
Setup
Now that you’re ready to go, download the following guides to help you set up your folder permissions.
Folder Permissions Setup
Managing Folder Permissions with Custom User Roles
To begin, open these documents in Adobe Acrobat Reader and expand it to at least 100%. If you do not have Adobe Acrobat Reader, you can download a free copy here.