Client folders
Last updated
Was this helpful?
Last updated
Was this helpful?
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 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.
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 .
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:
On this tab, you can view the folder path.
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 in the client’s details.