Pre-requisites:
Role privilege as mentioned below, on the project in which a parent folder is to be created:
The 'Create Parent Folders' privilege must be assigned to your role.
Below are the steps to create a new parent folder:
1. In the 'Files' area, from the folder tree available on the left side, navigate to the project where a parent folder needs to be created.
2. Right-click on the required project, select 'New' then 'Folder'.
3. Specify a name for the new parent folder.
4. Set specific folder security (permissions) as an option. Select the 'Set as Public' checkbox to make this folder accessible to all via a separate public folder link.
5. Define folder permission at the default, role, and user levels.
Default Permission - Default folder permission for all project members except Admin.
Role Permission - Define the folder permission based on the project role. It overrides the default level permission.
User Permission - Define the folder permission based on individual project users. It overrides the role-level permission.
6. Type in the individual team member name, role name, or organization name. As you type in the characters in the textbox, suggested names will appear as a dropdown.
7. Right-click the user, role, or default level to edit the access rights to the chosen folder. A dropdown appears containing a list of access rights and you can select the appropriate option as needed.
No Access - Selected users or roles won't have access.
View Only - Selected users or roles can view files only (cannot download).
View & Download - Selected users or roles can view and download existing files. The file download will be subject to the user's role privilege to download files.
View & Link - Selected users or roles can view existing files, and link them to folders in the same or other projects.
Publish - Selected users or roles can view existing files, and upload new files (including files on placeholders).
Publish & Link - Selected users or roles can view existing files, upload new files (including files on placeholders), and link them to folders in the same or other projects.
Admin - Selected users or roles will have full control over the folder. Along with viewing, downloading, linking, and publishing files, a folder administrator can edit the folder, view private files, check out files (or undo the checkout), and apply activity locks on files.
If the folder security is not specified the folder will be created with the following default permissions:
Default permission = 'no access'
Role level permission - 'workspace administrator'= admin
User level permission - '<<user creating the folder>>' = admin
The following table describes the permissions available for the folder:
8. Click the 'Settings' button at the top right to set specific folder settings as an option.
Set As Private on Upload - To have all the files published (in the chosen folder) be marked as private. User publishing files cannot change this unless it is allowed via the other folder setting called 'Edit Privacy on Upload'.
Edit Privacy on Upload - To allow users to override the 'Set As Private on Upload' option when publishing files (in the chosen folder).
Enable Public Links - To enable public links for files (in the chosen folder).
Enable Simple Upload - To publish files without including any extra information related to those files. Click here to learn more about 'simple upload'.
Enable QR Code - To use the QR code feature for files (works on '.pdf' file revisions only by default unless configured for other file extensions separately). If enabled, it helps you scan the QR code on files and identify whether the file revision is the latest, based on the project's QR code configuration.
9. Click the 'Create' button to confirm creating a parent folder.
Check: FAQs
Related Articles: View Folder Permissions (on a Project), Edit a Folder (on a Project)
Next Article: Create a Sub Folder (on a Project)