Folder Permissions

`/documents/folder-permissions`Users allowed to manage the selected folder scope1 min read

Folder Permissions applies an explicit user or role grant to an Entity, Instance, or Field scope.

Supported folder scopes

Scope Covered documents
Entity Documents belonging to the selected Entity.
Instance Documents belonging to one Instance of the Entity.
Field Documents belonging to one Field in the selected Instance.

Workspace, Application, and Page are read-only groupings and do not expose this permission page from their cards.

Open Folder Permissions

  1. Open Applications → Documents and switch to Folders.
  2. Navigate until the Entity, Instance, or Field folder is visible.
  3. In Grid view, hover over it and select Permissions.
  4. In List view, select the shield icon in the inline actions.

The page header shows the folder name and owner information returned by the platform.

Grant permission

  1. Under Grant Permission, choose User or Role.

  2. Search for the user or select the role.

  3. Choose:

    • Can View — open and download documents in this folder scope.
    • Can Rename — rename covered documents.
    • Can Delete — delete covered documents from the explorer.
  4. Select Save Permission.

Current Permissions

The list displays the principal, principal type, granting user, and the active View/Rename/Delete badges. Select the trash icon to remove an entry.

Folder Permissions does not display All files / Future files / Existing files. Those three temporal scopes belong only to Global File Permissions.

Layering

Folder grants add access; they do not deny access granted elsewhere. A user may still reach a document through a global grant, another role, or a direct Document Permission after a folder entry is removed.

Still stuck? See Get Help with Support or reach your workspace administrator.