How to Set Folder Permissions

Folder permissions control which roles in your organization can access a folder and everything inside it. Use them when you want to restrict certain workflows to specific teams or roles.

How folder permissions work

A few important things to know before you start:

• Permissions are folder-level, not workflow-level. You can't permission an individual workflow on its own — only the folder it lives in
• Permissions cascade. A permission you set on a parent folder applies to every workflow and subfolder underneath it
• Default folders cannot be permissioned. My Favorites and Team Folders are open to everyone and can't be restricted

Set permissions on a folder

1. Go to the Team Library
2. Hover over the folder in the Library you want permission
3. Click the three-dot menu (⋮) and select User Permission
4. The Permissions Manager will open up and for each role select either Allow or Deny:
   1. Allow — users in this role can access the folder and everything inside it
   2. Deny — users in this role cannot access the folder
5. The new permissions take effect immediately for all users on all devices

Tips

• Start with the broadest folders and work your way down. Setting permissions on a top-level folder is usually enough — the cascade handles everything inside it.
• If you have a workflow that should be visible to a different audience than the rest of its folder, move it into a separate folder with its own permissions rather than trying to permission it directly.
• [TBD — clarify behavior when both Allow and Deny are selected for the same role]

For more on how roles work in StringBean, see Roles & Permissions.