Article Content Navigation
- About Document Management Folder Access
- Setting a Document Folder as Restricted
- Assigning Folder Access to Restricted Document Folders
- Additional Resources
About Document Management Folder Access
Unlike Project Management Folder Access, Document Management folders are accessible by all Project Members with Permissions to the applicable Document Section. Project Member assigned permissions will apply to all folders within un-restricted folders. Document Management Folder Access does not need to be assigned to project members unless the folder is a restricted folder. Restricted Folders are fully controlled by the assigned document management folder access.
Restricted Folders are available to all project members with the User Role of Project Admin on the Project, since Project Admins cannot be restricted within a project.
For Customers with a StratusDrive subscription, StratusDrive Permissions are separate from the standard Plans, Specs, General & Photo, and Closeout Document sections within the StratusVue website project. Please refer to your StratusDrive documentation for more information.
Setting a Document Folder as Restricted
Creating a Restricted Document Folder
1. Navigate to the document module section and folder that the restricted folder will be created.
2. Select the New Folder icon in the top ribbon.
3. Enter the folder name and description.
5. Select the "Restricted" Checkbox and hit Save.
Please note, in the example shown in the above screenshot, (RESTRICTED) was added to the end of the name to be able to quickly identify the restricted folder in the folders grid.
Once Save has been selected, the user will automatically be brought into the Folder Access List. Please jump to step #3 of Assigning Folder Access From the Restricted Document Folder Access List
Setting an Existing Document Folder to Restricted
1. Navigate to the document module section and folder
2. Select the blue edit icon to the right on the folder grid.
3. Select the Restricted checkbox and Update.
Once Update has been selected, the user will automatically be brought into the Folder Access List. Please jump to step #3 of Assigning Folder Access From the Restricted Document Folder Access List
Assigning Folder Access to Restricted Document Folders
From the Restricted Document Folder Access List
1. Navigate to the Document Management Restricted Folder and open it.
2. In the top ribbon, select the Folder Access button.
3. If your project Member is listed in the folder access grid, skip to step 5. If a Project Member is not listed, select Add in the top to add Project Members to the access list of the folder.
4. Select the Project Members that should be added to the access list for folder access permissions to be controlled and select Assign.
5. In the access list, assign the folder access permissions to each project member listed in the access grid.
- Read allows the users to access the folder, view/download documents held within the folder.
- Write allows users to create new documents within the folder.
- Delete allows the user to delete documents held within the folder.
- Can Read All That allows the user to see all documents held within the folder prior to their becoming a Project Member.
6. Select Update.
From the Project Member's Permissions Grid
1. Navigate to the Project members section of the Project Setup Module
2. Open the project member profile by selecting them within the Project Members grid.
3. Open the Permissions Tab of the project member.
4. Locate the Document Management section that the restricted folder resides and use the expand arrow to the left to show a listing of all folders created within that section.
5. Assign the applicable folder access permissions.
- Read allows the users to access the folder, view/download documents held within the folder.
- Write allows users to create new documents within the folder.
- Delete allows the user to delete documents held within the folder.
- Read All allows the user to see all documents held within the folder prior to their becoming a Project Member.
6. Select Update.
Additional Resources
Project Management Folder Access
