Roles Permission in Library Folders and Documents

In FranConnect, Roles help you designate privileges (responsibilities) to users. This ensures that users only have access to those system functions that are necessary for the completion of their job.  Because it’s important to regulate and control privileges, we’ll look at how this can be achieved.

The FranConnect system has several predefined roles (e.g. Corporate administrators, default corporate role, default regional role, default franchise role), and gives you the ability to create customized roles.

Roles are convenient when providing permission to access Library folders and Documents in The Hub.

In this article, we discuss how Roles and privileges can be regulated for the access in Library.

We will look at how Roles can be regulated 9o9at a Folder, Sub Folder and at Document level. By Default, the Corporate Administrator Role is check marked at Folder and Sub-Folder levels.

At Folder Level:

From Admin, click The Hub from the left, Select Library.

Select a Folder from the Left, Click Modify.6-16-2022_10-52-32_AM.png6-16-2022_10-54-07_AM.png

From the Modify Folder screen, Select No for “Do you want to make this Folder accessible to all?”. And choose various roles from different levels of roles.6-16-2022_10-56-21_AM.png

6-16-2022_10-57-20_AM.pngClick Save.

At Sub Folder Level:

From the Sub Folder screen, click Modify.

As “Do you want to make this Folder accessible to all?” is selected No, select any role. Click Save.

When accessibility of the Folder is limited to the selected Roles, all subfolders and documents under that Folder falls under that selected accessibility unless those Documents are marked Protected completed.

Note: If the roles are unselected, then no user from the roles can view the sub-folder and its documents except the check marked default role.

6-16-2022_11-12-31_AM.pngAt Document Level:

A Document’s accessibility is either Public or Protected.

Regardless of any accessibility from the Folder level or Sub Folder level, if the Document is Protected, no user other than Default Role-Corporate Administrator can view.6-16-2022_11-31-18_AM.png

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