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SmartFolders Overview

118 bytes added, 20:32, 29 May 2019
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* If you do not set permission to a folder at the root, then as the owner you will be the only person who can access the folder. 
==Configuration — Advanced=====Folder Security===
Folders created within an existing folder "inherit" the security of the higher-level (parent) folder. If you can change the security of the parent folder at any level, it will also be changed for associated lower-level folders. 
You may repeat this process for other Security Settings under '''Company Permission Settings '''or '''Role Permission Settings. '''You may alter the Security of a folder at any time by going back and selecting different permission accessibilities. 
==Configuration — Advanced==
Following the previous example, we will next add a sub-folder but restrict access to a specific [[external]] company while allowing everyone internally to access the folder by referencing the [[internal]] Employee [[role]]. 
4. In the pop-up list of organizations, check the external company you want to allow viewing access to. In this example, it is "Amnesty International USA." 
[[File:052919_EF_SmartFoldersCompanyPermissions052919_EF_SFPermissions.png|400px300px]]
* Be sure to click the '''Add '''button so that the selected company will show up at the bottom, under '''Selected Companies.'''* Be sure to deselect all of the other bottom choices of '''Inherit From Parent, Deny Company Access, '''and''' Everyone.'''
5. Repeat steps 3 and 4 for '''Company Permissions Settings - Modify Folder.'''
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