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==Configuring — Configuration — Essentials==
===Setting Up SmartFolders===
To access your SmartFolders, click the 9-square [[menu]] icon on the top right of your page.
* 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.
==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. In this example, you will explore the '''General Settings''' and Security Permissions of''' '''of SmartFolders by enabling '''Everyone '''with access to view a folder. 1. Select an existing folder to open its contents and details. 2. Go to the '''Folder Settings''' by selecting the gear icon. 3. Under '''Company Permission Settings - View Folder''', select the binoculars icon. 4. A window of the organizations list will appear. <span class="single_linebreak" style="background-color: lightgray;">¶ </span> 5. Check '''Everyone.''' [[File:052919_EF_SmartFoldersEveryonePermissions.png|600px]] 6. Click the '''Save''' button. 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]]. 1. By selecting the '''+ '''icon on a folder page, we can create a sub-folder. 2. A new folder window is displayed. In this example, the parent folder ('''Location''') is set to "Autoloader." [[File:052919_EF_SmartFoldersSub-Folder.png|400px]] 3. Under '''Company Permissions Settings - View Folder, '''select the binocular icon. 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_SmartFoldersCompanyPermissions.png|400px]] * Be sure to deselect all of the bottom choices of '''Inherit From Parent, Deny Company Access, '''and''' Everyone.''' 5. Repeat steps 3 and 4 for '''Company Permissions Settings - Modify Folder.''' 6. Under '''Role Permissions Settings, '''complete the following details: [[File:052919_EF_SmartFoldersRolePermissions.png|400px]] 7. Click the '''Save '''button. Now the access for the sub-folder you have created is as follows: * The company access to '''view '''and '''modify '''the folder is set to one external company. Anyone from this company can see the contents and add files to this folder.* The role access is set to the '''Employee '''[[role]]. Anyone in any branch of the [[internal]] [[The Root Company|root organization]] can see the contents, modify, and add files to this folder. * The role access is set to '''Deny Role Access '''for '''Create Sub-Folder. '''This means no one but the {{GUA}} is able to create a sub-folder from this folder. Depending on the [[instance]], it may make sense to use company restrictions to establish security; in other situations, [[roles]] might be more effective.
[[Category:System Management]][[Category:SmartFolders]][[Category:Applications]]
