When a folder is created, you can restrict access to any existing role or user.
To create a new folder:
- On the DISCO Review home page, in the main menu, click Folders.
- On the Folders page, click New Folder.
- Enter a name for the folder and select which users will be given access. Folder permissions control the access to the folder but do not affect access to the documents inside it.
You can give full (Manage) access to only yourself, to everyone in the database, or define a custom set of permissions. Database administrators always have Manage permissions for all folders.
Select Custom to choose which users and/or roles will be assigned one of the following four levels of folder permissions:
- None – User will not be able to see that the folder exists.
- View – User will be able to see the folder and the documents it contains.
- Use – User will be able to add/remove documents to the folder.
- Manage – User will be able to delete the folder, add subfolders, and configure its permissions.
To define your folder permissions, use the dropdown or type the specific role/username into the box below the desired permission level. The Administrator role is not listed in the dropdown because administrators are automatically assigned Manage permissions.
In addition to assigning permissions to specific users or roles, you can also assign a default permission for all other users using the All other users dropdown.
When you are done with your selections, click Create.
To view the permissions for your folder after it has been created, on the Folders page, hover over the over the USABLE BY value next to the folder.
As you add subfolders, you can choose to assign the same permissions or different permissions to each.
Use the checkboxes to mass edit subfolder permissions. Select the top level folder and all subfolders will also be selected. Click the pencil icon to standardize the permissions on all selected folders.