To protect your content in folders, assign access to specific user groups with
permissions. Before you apply folder permissions, make sure that you’ve created user groups and
organized your content in folders.
Required Editions
Available in: accounts that have purchased custom user roles
User Permissions Needed
To apply folder permissions:
Account Engagement Administrator role
Note Don’t apply folder permissions to the Uncategorized folder. If a user doesn’t select a
folder during asset creation, the asset is put in the Uncategorized folder. If users don’t have
permission to access the Uncategorized folder, they no longer can access the asset.
Keep these considerations in mind when applying folder permissions.
Admins can access all folders.
Subfolders inherit permissions from the parent folder. For example, Folder 1 contains
Folders A and B. Granting access to Folder 1 also grants access to Folders A and B. You
can explicitly set permissions on subfolders if necessary.
Permissions set on a subfolder override the inherited permissions from the parent
folder. To give a subfolder its own permissions and the permissions of its parent folder,
set both permissions on the subfolder.
Folders remain public until you select groups with access.
You can’t put prospects in folders, so you can’t use folder permissions with
prospects.
If you’re using the Salesforce connector, folder permissions on lists carry over to
Salesforce if the lists are marked as CRM Visible. For example, a sales user doesn’t have
access to Folder A, which contains Lists 1 and 2. When the user adds a prospect to a list
from Salesforce, the user doesn’t see Lists 1 and 2.
Open the folders page.
In Account Engagement, select Marketing and then
Folders.
In the Lightning app, select Content and then
Folders.
Find the folder you want to limit access to.
Click the gear icon, and select Permissions.
Select which groups can access the folder’s contents.
Save when finished.
Folders with applied permissions have a lock icon next to the name.
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