User manual

Table Of Contents

Overview

Once an item's permission set is locked, only team members and groups

included in the permission list have access to the folder — and the permission

set for that folder will not be affected by any changes made to project-wide

permission lists.

This is useful if, for example, you want to limit member access to a project's

financial folder. You know there are only certain members who should have

access to this financial folder regardless of any changes that may be made to

the site or project. Locking the permission set prevents giving new members

access to this folder. Or, if permissions should be changed site or project-wide,

the permissions for this folder will not be affected.

When you lock a permission set, you are locking the entries you see in the

permission list. The term "locked" in this case means that new, individual

project members cannot be given access to a locked folder or file (except when

members are added to groups that have already been assigned to a folder or

file with a locked permission set). An administrator cannot change the

permissions of existing project members within a locked list. Nor can

administrators add a new project member to a project that has a locked

permission set.

It is possible to unintentionally grant new project members access to a locked

folder or file. A permission list may include a combination of individual

members and groups; if you lock a permission set and then add a new member

to a group that is in the locked permission list, the new member will have

access to the folder or file.

NOTE To control the security of locked folders and files, do not add new members

to groups when a permission set is locked.

A project that has a locked permission set can be cloned and the permission

set will remain locked in the clone.

To lock and unlock a permission set (folder or file)

1 In the tree view select a project, folder, or file.

2 Right-click, and choose either Lock Permission or Unlock Permission

from the menu.