1. Navigate to Setup > Company > Preferences > General Preferences
– Hide Attachment Folders = True
2. Navigate to Lists > Search > Saved Searches > New
– Select Employee
– Enter the Search Title (E.g. “Administrator Files”)
– Available as List View = True
– Criteria tab > Standard subtab > select Role = Administrator
– Click Save & Run
3. Create a Dynamic Group using the saved search created in Step 2.Navigate to Lists > Relationships > Group > New
– Select “Dynamic”
– What kind of members would you like to include? = select Employee
– Click Continue
– Enter Name (E.g. “Administrator Files – Group”)
– Saved Search = select saved search created in step 2 “Administrator Files”
– Click Save
4. Navigate to Documents > Files > File Cabinets
– Edit Folder that needs to be restricted from the “Custom Employee Centre” role (E.g. SuiteScript)
– Restrict by Group = select “Administrator Files – Group”
– Click Save
NOTE
- If a parent folder’s restriction is changed after a subfolder was created, the subfolder does not automatically inherit the new restriction”. The administrator must manually apply the restriction to the subfolder. Edit All other SubFolders and set the Restrict by Group (E.g. Administrator Files – Group).
- For Locked folders, the Administrator needs to contact the Bundle Owner and request the bundle be unlocked for one’s account, set folder restrictions, and then have it locked again.