How to Manage Folder Access in Huddle

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TIP: Only Workspace Managers  can edit access levels. Access levels are assigned to folders according to teams that have been set up for the workspace.  Click here to be taken to a step by step guide on managing teams. 


Once teams are set up you can use them to set your folder access levels as shown below.

 

1) Go to the folder that you would like to change the access to. Click its title.

2) Once you are inside the folder, click on the Edit folder access button located in the blue panel to the right hand side of your Huddle screen.

 

 

3) This will open up the following window. 

You will see the title of the folder you are editing access for in the top of the window and a list of all the teams you have set up in the workspace below. You can assign a level of access to each of the teams for this folder. 

 

 

Here is what the different levels of access mean: 

 

 

NO ACCESS                       

Users with no access will not be able to see this folder or the files within. Users who do have access to this folder will not be able to share that content with users who do not have access. 

 

*VIEWER  (ONLINE ONLY)   

Allows users to see the folder and view all the files within. They can review and discuss documents within Huddle but won’t be able to download, move, copy, or open documents in other apps installed on their devices. These teams are also unable to upload new files or new versions of files to the folder. 

*This feature is only available to customers on certain price plans. 

 

VIEWER                                              

Allows users to see the folder and view all the files within. They can download files and leave comments but are not able to edit or upload new versions of files. Read only teams are also unable to upload new files to the folder. 

 

EDITOR                                                

Allows users to view and edit the contents of the folder. Users can also upload new files. Full edit rights are the default option on all folders in a workspace unless it is changed.

 

4) To make changes  to a team's access level, click the icon for the desired change, you will know an option is selected when it is highlighted in blue or red as below.

 

 

5) You may also want to cascade the access levels to sub-folders by checking the 'Also apply to sub-folders' box. Any sub-folders you subsequently create will inherit the main folder's access level automatically. Please note: selecting "no access" will automatically cascade to sub-folders.

 

 

6) When you have selected all the options you need, click on Apply.

 

 

7) Once the access levels are applied, Huddle will summarise your changes for you so you can double check which teams can edit and/or see the contents of the folder.

 

TIP: What if a user is a member of multiple teams? Situations may occur in which a user needs to be in more than one team. Please note that users in multiple teams will inherit the access levels of the team with the most open level of access. 

 

 

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