The account administrator can manage user permissions and access to folders and documents on an organization account using user groups. The administrator assigns permissions to each user group, and the users in that group automatically receive the group’s permissions. This ensures that users can only access the folders their group has permission for and cannot see documents in folders the group does not have access to.
The administrator can create multiple user groups and assign permissions to one or more folders. If needed, a separate user group can be created for each user so they cannot see each other’s folders. For clarity, it is recommended to name groups in a way that makes them easily distinguishable.
The administrator group always has full access to all folders and company settings, and these rights cannot be restricted.
How to restrict document visibility for users
1. Create folders and move documents
First, ensure that the documents are in the folders whose visibility you want to restrict. You can create new folders under Documents > Folders. Documents in the archive can be moved from one folder to another by opening the document’s details page and selecting “Move to another folder” from the three-dot menu in the top right corner. When creating new documents, you can select the storage folder during creation.
2. Create a user group and assign permissions
Go to Settings > Users > Add new group.
Give the group a name and select the folders that users in the group should have access to. For each folder, assign a permission level: read access, admin access, or account administrator access. Save your selections by clicking “Create role”.
For more information, see our guide: How do I manage a user's permissions on the account?
3. Add users to the group
You can add users to the group under Settings > Users. For a user, select “Update user information” from the three-dot menu and save the changes. If the person is not yet on the account, you can assign them to a user group when sending the invitation to the organization account.
4. Permissions take effect
Once a user is part of a group, they automatically have the permissions assigned to that group. They will not be able to view other folders or documents that the group does not have access to.
This article has been translated using an AI-based translation tool.
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