User Properties - Permissions per Folder Tab

Use the Permissions per Folder tab to assign the user permissions to individual folders in the vault. You can also use the Assigned Folder Permissions tab to view and modify folder permissions.

To access this page:

  1. Display the user's Properties dialog box.
  2. In the left pane, click Folder Permissions.

Folders

All vault folders are listed in the folder tree in the top pane.
The Items root folder is listed only after someone has visited the vault from Item Explorer.

Select a folder to which you want to assign permissions. Expand folders to assign permissions for subfolders.

Folder Permissions

Use the check boxes to assign or remove folder permissions.
A icon is displayed for the permissions that are assigned based on the user's membership in a group. Hover over the icon to view the groups from which the permission is granted to the user.

In many cases, users can manage files only when they have both folder and state permissions set. For example, to check out a file, a user must have check out file permission for both the folder and state the file is in.

When you give users permissions to a folder, all subfolders inherit those same permissions until they are explicitly removed in a subfolder. From that point, the permission is removed from the subfolders.
Permission User can:
Activate computed BOM Activate the computed BOMs of files in the selected folder so they are visible in the Bill of Material Explorer view. This permission is not applicable to items so is unavailable for item folders.
Add file Add a file or subfolder in the selected folder.
Add folder Add new subfolders.
Assign file permissions Modify other users' permissions to access the files in a vault folder.
Assign group membership Give individual users group access to the selected vault folder.
Can change category Update the category.
Can overwrite latest version during check in Overwrite the latest version of the file during check-in.
Can transfer ownership of files checked out by current user Transfer ownership of files checked out by current user.
Can transfer ownership of files checked out by other users Transfer ownership of files checked out by other users.
Can update the design of cards Add and modify data card layouts for files and folders in the selected folder.
This only applies to modifying card layout using the card editor.
Check out file Check out a file for modification in the selected folder.
Delete file Delete files in the selected folder.

A deleted file normally ends up the SOLIDWORKS PDM recycle bin.

To delete a file, the user must also have delete permission in all workflow states the file has been in.
Delete folder Delete the selected folder and subfolders.
Delete paste shared files Delete the selected Paste Shared files.
Destroy Purge deleted files from the Deleted Items tab in the folder properties.

The user can bypass the SOLIDWORKS PDM recycle bin by pressing Shift while deleting the file.

To destroy a file, the user must also have destroy permission in all workflow states the file has been in.
Destroy paste shared files Purge deleted Paste Shared files from the Deleted Items tab in the folder properties.
Edit folder card data Update variable values in folder card of the selected folder.
Edit version free variable data Update version free variable values on data cards of files in the selected folder and workflow state.
May see files before initial check in (Private State) (SOLIDWORKS PDM Professional only) See files that are added but not checked in to the professional vault by other users.
The details of the file appear in italics in the Windows File Explorer file view and search results. Users cannot perform any actions on private state files.
In the standard vault, only the Admin user can see the private state files.
May see contents of private state files
  • View details of all tabs of the file.
  • View private state files of other users.
  • Cache and open the added version of the file in its native application.
The reference information is not available in the Contains and Where Used tabs until the file is checked-in at least once.
May see folders to navigate to subfolder with read file contents If you have Read file contents access to a lower-level folder, you can browse the hierarchy of folders from a higher-level folder to a lower-level folder.
You can do this even if you do not have Read file contents access on the parent folders of the hierarchy.
Move file Move files in the selected folder.
To move a file, the user must also have move permission in all of the workflow states the file has been in.
Move folder Move the selected folder and subfolders.
Permit or deny group-level access to files Set group permissions on a selected file. Group-level access to items is not supported so this permission is unavailable for item folders.

For a file in this folder, a user with this permission can use the File Permissions tab in the Properties dialog box to select groups that will have file-level access. Only users who are in the selected groups and have the appropriate folder and workflow state permissions will be able to access the file. Users who are not in the group will not see the file regardless of their folder and state permissions.

You can also enable group-level access to all files created by a specific user as a default setting from the Permissions per File tab for that user. See User Properties - Permissions per File.
Read file contents See a file in the selected folder.
Read named bill of materials(SOLIDWORKS PDM Professional only) Select named BOMs for files in the selected folder.
Recover files from recycle bin Recover files (that have previously been deleted) from the Deleted Items tab in the folder properties.
Rename file Rename a file or subfolder in the selected folder.
Rename folder Rename the selected folder and subfolders.
Restore file from cold storage Recover files that have been archived in cold storage.
If the cold storage schema specifies files for deletion, the files cannot be restored.
Rollback Use the Rollback command in the file History dialog box. When you perform a rollback operation, you are prompted to add a comment that will appear in the file's history.

Rollback is not supported for items so this permission is unavailable for item folders.
See computed BOM Select computed BOMs for files in the selected folder.
Set Revision Manually set revisions of files in the selected folder if the workflow has been configured to use revisions.
Share file to another folder (SOLIDWORKS PDM Professional only) Use the Share feature in a file in the selected folder. Sharing items is not supported so this permission is unavailable for item folders.
Show working versions of files See both working versions and revisions of files.
To see a file that has no revision set (or if revisions are not being used), this permission must be set together with Read file contents.