Document Folder Permissions Not Carrying Over to Project from Template | Community
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VicSellers
Community Advisor
VicSellersCommunity Advisor
Community Advisor
October 3, 2023
Solved

Document Folder Permissions Not Carrying Over to Project from Template

  • October 3, 2023
  • 2 replies
  • 995 views

Hello! On a task within a project template, I have a folder where I have turned off "Inherited Permissions" so that only select users can see the folder. However, when I create a project from a template it doesn't retain those settings - users inherit the permissions. Any thoughts?

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Best answer by Kurt_Jones

A couple things to note about folder sharing permissions:

 

  • If you configure sharing options for a document folder within a template, and then someone creates a project from that template, your sharing configurations don’t transfer to the document folder in the new project.

  • If you configure sharing options for a document folder within a work item and then copy the work item, your sharing configurations don’t transfer to the document folder in the new work item.

https://experienceleaguecommunities.adobe.com/t5/workfront-questions/document-folder-permissions-not-carrying-over-to-project-from/td-p/624248

2 replies

Kurt_Jones
Community Advisor
Kurt_JonesCommunity AdvisorAccepted solution
Community Advisor
October 3, 2023

A couple things to note about folder sharing permissions:

 

  • If you configure sharing options for a document folder within a template, and then someone creates a project from that template, your sharing configurations don’t transfer to the document folder in the new project.

  • If you configure sharing options for a document folder within a work item and then copy the work item, your sharing configurations don’t transfer to the document folder in the new work item.

https://experienceleaguecommunities.adobe.com/t5/workfront-questions/document-folder-permissions-not-carrying-over-to-project-from/td-p/624248

    R
    Ryzan99
    Level 2
    October 4, 2023

    Hi @kurt_jones, in both scenarios, sharing settings are not carried over automatically. They need to be reconfigured for the respective document folders in the new projects or work items that are created from templates or copied work items, right?

    C
    CR17506599
    Level 4
    March 18, 2024

    We're running into the exact same issue!

    We would love it if folder permissions could be carried over from a project template into the actual project. As it stands now we have to tell folks to manually set permissions when they create a new project for 3 different folders, which is exhausting.  

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