Administrators of HosPortal can set up folders and manage access privileges for users. Admins can also upload, manage and share documents with users.
Create a new folder
Click on the "Documents" side menu;
Click here to add a folder;
Click here to add a file;
Set permissions for a folder
When you click on the "Add folder" button, this window will open up. Enter the name of the folder here;
Click on the checkbox button under the View, Edit or Admin columns to assign the default permission of the role;
Open the "Show >" button to view the users assigned to that role;
You can assign additional permissions for specific users (Admin gives the highest privilege and View gives only the view access);
Click here to save the settings;
Permissions are of 3 types:
View: Can view and download documents in that folder, but not upload them.
Edit: Can download from and upload documents into that folder.
Admin: As for Edit, but can also administer the permissions on that folder, edit the folder settings and create sub-folders.
Permissions can be applied to entire roles or individual people. If permission is applied to a role then any new users attached to that role will automatically gain that permission. If there are any users in a role who have been excluded from that permission then it is assumed that the permission applies to users and not the entire role, so any new users will need to have their permissions managed independently.
View folder permissions
The default visibility and access to documents are defined by the permissions set for the folder it is contained in.
Click on the folder that you have created and click on the "Show" button on the right in the "Folder Permissions" area;
You will see the roles and when you click on the "Show >" button, you will see the users;
The green check marks show the specific permissions assigned to the users. A red cross in the edit column means there is no access to edit the document for that user or role. A blue filled square for the role means that not all the have permission for that column (view or edit or admin). Click on the "Show" button to view which of the users has permission;
To change the folder permissions, go to that folder and click "Edit folder" button. You will be able to rename the folder and change permissions to a group or a user