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How to grant Portfolio access to move document folders

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Level 4

We have a portfolio that all our users have view access to. I have one person who I need to help me with some cleanup and moving folders around within the documents area of one specific Program. I've tried adjusting her access to the portfolio and program as well as created a new access level for her but can't find which setting will give her access to move folders, not just add. TIA.

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Level 4

Hi Cheryl - 

 

Manage access should give them what is needed, but I would also make sure that Inherited Permissions is turned on (or give them access at the Folder level) to make sure they are getting the access directly from the Program Sharing. From my experience can not move folders around underneath Programs/Projects, you can add/delete, but not restructure/move them.  You can move documents from folder to folder within the object.

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Correct answer by
Level 4

Hi Cheryl - 

 

Manage access should give them what is needed, but I would also make sure that Inherited Permissions is turned on (or give them access at the Folder level) to make sure they are getting the access directly from the Program Sharing. From my experience can not move folders around underneath Programs/Projects, you can add/delete, but not restructure/move them.  You can move documents from folder to folder within the object.

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Level 4

That's very frustrating that the folders themselves can't be moved, but that's where I was getting stuck. Thank you.