Creating group folders using the Resources tool

Note: To complete these procedures, you must be assigned a role having the necessary permissions. To determine your role, follow the directions in Participant roles. For a basic understanding of roles and permissions, see Permissions and roles: Overview.

The Resources tool allows you to create folders accessible only by a specified group.

On this page:


Creating a group

To create a group folder, you must first create a group. For help, see Managing groups.

Creating a new group folder

To create a group folder:

  1. In the menubar, click Resources. Next to the folder in which you want to create a new group folder, from the Add menu, choose Create Folders.

  2. Enter a title.

  3. Click Add details for this item.

  4. Under "Availability and Access", select Display this file to selected groups only. Check the groups you wish to allow access to, and then click Create Folders Now.

    Note: If you don't see any choices under "Availability and Access", you may need to adjust the permissions for the parent folder.

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Changing an existing folder to a group folder

To a change an existing folder to a group folder:

  1. In the menubar, click Resources. Next to the folder that you want to change to a group folder, from the Actions menu, choose Edit Details.

  2. Under "Availability and Access", select Display this file to selected groups only. Check the groups you wish to allow access to, and then click Update.

Managing permissions for group folders

Once you have created a group folder, you may need to manage permissions in order to adjust the level of access for site participants; see Changing the permissions for a folder in Resources.

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