Frontline Portal - Sharing a folder with particular people or roles

Updated 3 months ago by Leigh Hutchens

There may be occasions where a folder should only be accessible to a select group of individuals or roles (rather than entire groups or stores).

For example:

The 'Human Resources' folder should only be available to store managers and not store associates.

I want to share the 'Project X' folder with John & Jane but not my other HQ colleagues.

Here's how to share folders in this way in Concrete:

  1. Click on the + button and choose Folder
  2. When you're asked for the name of your new folder check the 'Make this private' box
  1. Locate your new folder in the Files section of Concrete
  2. Choose Share from the folder menu
 Hint: The eye icon on the folder is a quick visual to identify privately shared folders.

  1. Select the people that you'd like to have access to this folder. 
Hint! you can use the Role and Location filters along with the Select All button to build your distribution list

e.g. filter by Role = "Store Manager" and click Select All to share all Store Managers.

Hint! other people in your group won't have access to this folder automatically, you must explicitly share this folder with the people in your group who need access

e.g. as well as sharing the HR folder with all Store Managers you may wish to share with Julie & John, your colleagues in the HR team as well

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