Create folders and control access

Set up folders and decide whether everyone, some people or only you can see them.

For administratorsPortal3 min read

1. Create a folder Go to Documents and select Create Folder.
2. Name it Add a name, a description and labels.
3. Set access Choose who can see the folder and its files (see below).
4. Save Create the folder, then upload files to it.

Access	Who can see it
Company access	Everyone in your company.
Limited folder access	Only the people, groups and jobs you choose.
Owner only	Only you.

Tip

Limit access by group or job rather than by person, so access stays right as people change roles.

Folders you no longer need can be archived and restored later.