To restrict a folder in the file cabinet based on role.
Initially create a dynamic group based on a saved search.
Step 1-
Create a saved search with criteria – role.
Step 2
Navigate to list>relationship>group.
Select – dynamic.
In what kind of members would you like to include – choose employees.
Click on continue.
Under the saved search field – choose the saved search created with criteria role
Give a name to the group and save.
Step 3
Navigate to documents> file> file cabinet> new.
Give a folder name.
In the restrict by group field – choose the group created earlier
Save the folder.
- Now the employee with the specific role only will be able to access this folder.
- If this folder is added to the drag and drop set for a specific record, then the users with the specific role assigned will only be able to drop files to this folder.