Assigning Permissions

How to Assign Sub-Folio Permissions | Assign roles to groups and users.

Prerequisites: Users require folio administrator+ permissions in the parent folio or sub-folio to complete this task.

Assign sub-folio role permissions to groups and users. Groups associated with the parent folio can be assigned to sub-folio roles. Dimmed, italicized users and groups with asterisks indicate inherited role permissions from a parent folio.

Restriction: Folio administrators cannot remove inherited parent folio permissions from descendant entities.
Tip: Use inherited permissions whenever possible. Multiple items marked for specific users and groups may degrade performance, especially on large sites.

To assign a sub-folio permission role to a user or group:
  1. Log in to Cartella.
  2. Choose one of the following steps.
    • Navigate to [name-of-parent-folio] > [name-of-sub-folio] > Manage > Permissions.
    • Navigate to [name-of-parent-folio] > Manage > Modules > [name-of-sub-folio] Manage > Permissions.
  3. Click Edit for the desired permission role.

    The User/Group Selector dialog displays.
  4. Choose one or both of the following steps.
    • Click the Groups tab to select the group(s).
    • Click the Users tab to select the user(s).
  5. Optional: Enter a keyword or initial characters in the Filter field to filter users or groups.
    Cartella filters entries in the Available list.
  6. Optional: Select or clear the Include Inherited checkbox to display or hide users and groups with role permissions inherited from a parent entity.
  7. Select the group(s) or user(s) to add in the Available list.
    Note: Click CTRL+Shift to select multiple groups or users.
    Note: The Everyone group grants the role permissions to all users in the Cartella site instance.
  8. Click the right arrow button.

    The users and groups move from the Available list to the Selected list.
  9. Click Save.
    Cartella assigns the folio sub-role permissions to the selected groups and users.