Client folders

On this page you can view and manage a folder tree with any nesting depth, pre-defined for all clients. Folders configured on this page will be displayed on the Files tab in the client’s details. When renaming a folder on this page, it is automatically renamed on the Files tab in the client’s details.

Admin users can create custom folders for a specific client on the Files tab, but the pre-defined folders cannot be edited or removed.

If a system folder is created with the same name as that of an existing custom folder of some client, a _Custom postfix is added to the name of the custom folder, and a system folder with the same name is created next to it.

Key points about permissions

• You can assign access permissions to a folder, to specify which groups of users can view and edit it in the Files tab.

• By default, nested folders inherit the access permissions from the parent folder. Their access permissions cannot be broader than that of the parent folder.

• When access permissions assigned to a parent folder are revoked from a user group, access to all nested folders is automatically restricted for these users.

• After access to a parent folder is granted to a user group, this group will NOT be automatically granted access to nested folders

In the folders list you can see a list of created top-level folders:

Name

The folder name.

---

Created at

The date and time when the folder was created.

---

Updated at

The date and time when the folder was last modified.

To see folder details, click the Edit button. Each folder has the following tabs:

Directory

On this tab, you can view the folder path.

Subdirectories

On this tab, you can view a list of nested folders of the parent folder. Nesting depth is unlimited, and each folder can have its own subdirectories as well.

Breadcrumbs are displayed at the top of the page for convenient navigation.

Access rights

On this tab, you can view a list of available Back Office user groups and toggle switches, which show whether the users from this group can view the folder and its content on the Files tab in the client’s details.

Note that you can use the Turn on all and Turn off all buttons to quickly provide or restrict access to folders.