Set permissions on the Shared folder and subfolders

If you are an administrator in Planning Analytics Workspace, or a user with full control permissions, you can set user permissions on the Shared folder. Additionally, administrators and other users with required privileges can set user permissions on subfolders within the Shared folder.

Set permissions on the Shared folder and subfolders in Planning Analytics Workspace

Before you begin

Note: It is recommended that the Everyone group is assigned the View permission on the root of the shared folder.

About this task

Because the Shared folder is the highest level of where you can set permissions, this approach is called setting a policy for the Shared folder. This policy affects all objects in the Shared folder.

Procedure

  1. Click the Reports and Analysis tile on the Home page.
    1. Click the Shared folder tab.
    2. Click the Set permissions icon Set permissions icon.
    3. On the Set permissions dialog box, by default you see all users and groups for which you can set permissions, regardless of the current permissions.
      Click the Filter icon Filter icon to narrow the view by users and groups or by current permission status.
    4. For each user or group for which you want to set permissions, select one of the following Permission options:
      • View only - The user can view content in the folder, but cannot save content to the folder.
      • Edit only - The user can view and add content to the folder, and can also set permissions on content that the user adds to the folder, but cannot set permissions on the folder itself.
      • Full control - The user has full control over maintenance of the folder and its contents. For a subfolder anywhere under the Shared folder, the user can move, delete, or rename the subfolder.
    5. Click Save.
  2. To set permissions for any subfolder within the Shared folder:
    1. Click the Reports and Analysis tile on the Home page.
    2. Click the Shared tab on the Reports and Analysis page.
    3. Click the Filter icon Filter icon and select only the Folder option.
      You can now see all the folders within the Shared folder.
    4. Click the Actions icon Actions icon for the folder on which you want to set permissions.
    5. Click Set permissions.

      By default, the Inherit permissions from Shared content folder option is selected, indicating that the folder inherits permissions from the Shared folder. If you leave this option selected, you cannot customize permissions for individual users or groups.

    6. Clear the Inherit permissions from Shared content folder option
    7. By default, you see all users and groups for which you can set permissions, regardless of the current permissions.
      Click the Filter icon Filter icon to narrow the view by users and groups or by current permission status.
    8. For each user or group for which you want to set permissions, select one of the following Permission options:
      • View only - The user can view content in the folder, but cannot save content to the folder.
      • Edit only - The user can view and add content to the folder, and can also set permissions on content that the user adds to the folder, but cannot set permissions on the folder itself.
      • Full control - The user has full control over maintenance of the folder and its contents. For a subfolder anywhere under the Shared folder, the user can move, delete, or rename the subfolder.
    9. Click Save.

Set permissions on the Shared folder and subfolders in Planning Analytics Workspace Classic

Before you begin

Note: It is recommended that the Everyone group is assigned the View permission on the root of the shared folder.

About this task

Because the Shared folder is the highest level of where you can set permissions, this approach is called setting a policy for the Shared folder. This policy affects all objects in the Shared folder.

Procedure

  1. To set permissions for the Shared folder:
    1. Click the Shared folder on the Welcome page, then click Folder Permissions icon.
      Note: The Folder Permission icon is available only when the Shared folder is selected.
    2. On the Set permissions dialog box, by default you see all users who you can set permissions for (All permissions).
      • To see only users who already have permissions on the Shared folder, select Assigned only in the filter beside All permissions.
      • To see only users who are not already assigned permissions, select Unassigned only in the filter beside All permissions.
    3. By default, you see all users and groups that you can set permissions for (Users and groups).
      • To see only users to set permissions for, select Users only in the filter beside Users and groups.
      • To see only groups to set permissions for, select Groups only in the filter beside Users and groups.
    4. Click the user or group that you want to set permissions for, then click one of the following permissions:
      • View - The user can view content in the folder, but cannot save content to the folder.
      • Edit - The user can view and add content to the folder, and can also set permissions on content that the user adds to the folder, but cannot set permissions on the folder itself.
      • Full control - The user has full control over maintenance of the folder and its contents. For a subfolder anywhere under the Shared folder, the user can move, delete, or rename the subfolder.
    5. Click OK.
  2. To set permissions for any subfolder within the Shared folder:
    1. Open the parent folder that contains the subfolder for which you want to set permissions.
    2. On the subfolder tile, click Actions icon.
    3. Click Set permissions and clear the Inherit permissions from folder 'parent' option.

      By default, the Inherit permissions from folder 'parent' option is selected, indicating that the subfolder inherits permissions from the parent folder. If you leave this option selected, you cannot customize permissions for individual users.

    4. On the Set permissions dialog box, by default you see all users who you can set permissions for (All permissions).
      • To see only users who already have permissions on the folder, select Assigned only in the filter beside All permissions.
      • To see only users who are not already assigned permissions on the folder, select Unassigned only in the filter beside All permissions.
    5. By default, you see all users and groups that you can set permissions for (Users and groups).
      • To see only users to set permissions for, select Users only in the filter beside Users and groups.
      • To see only groups to set permissions for, select Groups only in the filter beside Users and groups.
    6. Click the user or group that you want to set permissions for.
    7. Click one of the available permissions: View, Edit, or Full control.
    8. Click OK.