User Guide | 2019.2

Setting folder permissions

Folder permissions make it easy to share access to folders without the risk of others making undesired changes. You can control who can modify a folder and its contents. For example, you may want only a product owner to manage a release folder and its sprint subfolders to ensure only the agreed-upon user stories are in a sprint folder.

If a user does not have permissions for a folder, the folder icon is gray.

Viewing and editing items in folders is controlled by security group commands and workflow.

You can provide different permissions to specific users and security groups. The following table shows the actions that each permission level allows.

Action All folder permissions Add, remove, and rank items in folder Add items in folder No permissions
Lock and unlock folder Yes No No No
Edit folder details Yes No No No
Add subfolders Yes No No No
Move subfolders Yes No No No
Delete subfolders Yes No No No
Add items to folder Yes Yes Yes No
Remove items from folder Yes Yes No No
Rank or order items in folder Yes Yes No No
Move folder Yes No No No
Move subfolder Yes No No No
Delete folder Yes No No No

Note:  If a folder is locked, no one can edit the folder details, add items to the folder, remove items from the folder, or rank items in the folder. See Locking and unlocking folders.

1. Click the Permissions tab when you are adding or editing a folder.

Note:  At least one user or security group must have all permissions before you can add the folder or save the changes.

2. Select the Default permission for all other users and groups to indicate the permission to give users and security groups that are not in the permissions list for the folder.

3. To add permission for a specific user or security group, click Add.

The Add Permission dialog box opens.

4. Select Users or Security groups to set the permission for. The users list includes all global users and customers that are not already in the permissions list for the folder. The security groups list includes all groups that are not already in the permissions list.

5. Select a Permission for the selected users or security groups.

If a specific user is in the permissions list and a security group they are in is also in the list, the highest permission level is used.

6. Click Add.

The selected users and security groups are added to the permissions list.

7. Repeat steps 3 through 6 to add additional permissions.

8. To change a permission in the list, click the user or group to change in the list and select a different permission.

9. To delete a permission from the list, select it and click Delete.

10. Click Check Permissions to check for problems in the permissions list, such as the user or group not having access to the folder or command security to perform actions based on the selected permission.

11. If there are any problems, the Warning icon is displayed next to the user group. Mouse over the icon for more information and then fix any problems.

12. Click OK to save the changes.

Note:  Any subfolders added to the folder will have the same permissions, but you can change them.