Customize folder permissions in a Team Folder

Customize folder permissions in a Team Folder

WorkDrive provides Team Folders for team collaboration, with clearly defined roles like Admin, Organizer, Editor, Commenter, and Viewer.

By default, Team folder members will have access to all files and folders within it. If you want to reduce a member's permission for a folder or hide a folder completely from members or collaborators' view, you can use the customize folder permission option.

Info
Important:

You can customize folder permissions in two different ways: while creating a folder or after creating a folder.

Who can customize:
At least the Organizer role for team folder members or the Organize access level for collaborators is required to customize a folder permission.

Customize permissions during folder creation

  1. Go to a Team Folder and Click + NEW at the top-right corner.
  2. Select Folder. The Create New Folder dialog will open.



  3. Select Specific people under Who can access.
    Except for team folder admins, all members will be shown as Restricted by default.

  4. Select members and groups and assign the required access levels from these: Organize, Edit, View and comment, View, and Restrict access.
    Note: Admins can't be restricted, and their role can't be updated as well.

  5. Click Create. Once the customized folder is created, the folder icon will get changed to  representing the folder customization.

Customize permissions after folder creation

  1. Select a folder and click Share at the top action bar.
  2. Click Customize under Who can access in the Share dialog.



  3. Click Continue.
    Except for team folder admins, all members will be shown as Restricted by default.

  4. Select members and groups and assign the required access levels from these: Organize, Edit, View and comment, View, and Restrict access.
    Note: Admins can't be restricted, and their role can't be updated as well.

  5. Click Customize. Once the folder is customized, the folder icon will get changed to  representing the folder customization.
Notes
Notes:
  1. You can apply customization to any level folder, and you will be able to restrict access to all team folder members (except admins), and collaborators from all parent folders to that folder.

  2. All underlying subfolders of a customized folder will follow the custom permissions you've set.

  3. Folder customization is only available for Team Folders.

  4. It is not supported in My Folders. While you can grant higher permissions to a child folder, you cannot restrict access or lower permissions if the parent folder has higher-level permissions.

Manage Customized Folder


Update permissions on a customized folder

  1. Select a customized folder  and click Share at the top action bar.
    In the Share dialog, you can see the customization details, such as which folder is customized and the number of users with access.
  2. Click Change access to change permissions.
  3. Select members and groups and assign the required access levels from these: Organize, Edit, View and comment, View, and Restrict access.

Remove customization

  1. Select a customized folder  and click Share at the top action bar.
  2. In the Share dialog, you can see the customization details, such as which folder is customized and the number of users with access.
  3. Click Remove customization under Who can access in the Share dialog.
  4. Click Remove in the confirmation dialog.
Notes
Note: While removing folder customization, all Team Folder members will get access again based on their Team Folder roles. Any existing individual collaborators of the customized folder will lose access.

Idea
Points to remember
  1. Once a folder is customized, new members added to the team folder or parent folder won't have access to this folder by default. You need to manually share the folder with them if required.

  2. Team Folder roles and parent folder permissions won't apply to a customized folder.

  3. Sub folders of a customized folder also won't follow the team folder roles and permissions.

  4. Admins can't be restricted, and their role can't be updated as well.

  5. While removing folder customization, all Team Folder members will get access again based on their Team Folder roles. Any existing individual collaborators of the customized folder will lose access.

Info
Best Practices
  1. Customize only the first-level folders in a Team Folder for effective management. Once you create a Team Folder, plan well and create first-level folders accordingly and customize the required folders.

  2. Restrict/hide unwanted users or update user permissions in folders you customize.

  3. Minimize folder customizations from the second-level to nth-level folders as much as possible. Customizing too many folders may become difficult to manage at some point.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Duplicate a Team Folder

                                                                                                                          If you wish to create and manage different Team Folders with the same data for different clients or purposes, you can use this feature to copy a Team Folder effortlessly. When you duplicate a Team Folder:  Only the files and folders of a Team Folder ...
                                                                                                                        • Change members' roles in a Team Folder

                                                                                                                          If you think a team member is ready to take a higher level of responsibility than what they've been assigned, you can change their role at any time during the project. This can help Team Admins manage their growing teams effectively. Only Admins and ...
                                                                                                                        • Add or remove members in a Team Folder

                                                                                                                          Add members in a Team Folder You can always add new members to your Team Folder, even if you missed adding someone while creating it. Only Admins and Organizers can add members to a Team Folder. To add members: 1. Navigate to the left pane and click ...
                                                                                                                        • Creating Team Folders

                                                                                                                          Decide who can create public and private Team Folders in your team. To set permission on creating public Team Folders: Click Admin Console in the bottom-left corner of your WorkDrive account. The Admin Console page will open in a new tab. Dashboard ...
                                                                                                                        • View Team Folder Activity

                                                                                                                          Feature availability: Available for Team and Business plans. Compare plans With the activity timeline in Team Folders, you can view the activities of your Team Folder members, collaborators, and external users. The timeline shows activity message for ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources