Setting folder security

Allowing or denying user access to group folders

  1. For any group folder to which you want to allow or deny users access, expand the relevant folder in the left hand pane, then select it from the right hand pane.
  2. From the Actions menu, select Folder Permissions to open the Set Folder Permissions dialog.
  3. From the Set Folder Permissions dialog, view the list of users and groups that currently have access to the selected folder. By default, the Allow check box next to the users or groups is cleared.
  4. To deny access to any listed user or group, select the Deny check box alongside the relevant item in the list.

For any folder:

  • If no permissions are defined, then Allow is implied for all groups and users
  • If Allow is defined for any specified group or user, then Deny is implied for all other groups and users
  • If Deny is defined for any specified group or user, then Allow is implied for all other groups and users
  • If there is a conflict between a defined permission and an implied permission, then the defined permission takes precedence
  • If there is a conflict between two defined permissions, or two implied permissions, then user level permissions take precedence over group level
  • If there is a conflict between two defined permissions, or two implied permissions of the same level, then Deny takes precedence over Allow
  • If any group or user is denied access to a parent folder, they will also be denied access to any child folder irrespective of any permissions defined or implied for the child.

All folders are created with no permissions defined and are thus accessible by all users. It is therefore not necessary to add all users or groups to the Allow list in order to permit them to access the contents of the folder. Where some users are allowed access and some are not then, where the number of users or groups that are not permitted access is smaller than the number that are permitted, the Deny option should be used instead of Allow.

Note: You cannot specify who has access to any personal folder.

Changing report names

For any report except in the Central Files folder, you can change the name of the report using the Rename icon.

Overtype the existing name with the new one, then click OK to save the change. This renames the selected report and reorders the reports to continue to display them in alphabetical order.