Folder permissions

VOGSY stores all documents that it creates in folders on a shared drive in your document management system (DMS).

We advise against manually changing permissions on folders that VOGSY creates because doing so might cause issues when VOGSY generates documents in those folders.

Folder permissions can be set in the back office on the Folder management settings page.

folder permissions

VOGSY provides the following two options for managing access to the folders it creates:

Use default folder permissions

By default, the contents of all of these folders can be accessed and edited by anyone in your organization who has an account in VOGSY.

Use strict folder permissions

This option does not apply to employees with the Support staff role. They will continue to have complete access to all folders on the shared drive of the DMS even if this option is set.

This option implements a stricter policy of folder permissions that is based on the following folder types:

  • A folder created for a person. The folder is only accessible to the person for whom it was created.

  • A folder created for an organization. The folder is only accessible to members of the organization’s account team.

  • A folder created for an opportunity. The folder is only accessible to members of the supporting organization’s account team and by the members of the opportunity’s account team.

  • A folder created for an project. The folder is only accessible to members of the supporting organization’s account team and by the members of the project’s account team.

If you view the page of a VOGSY project, opportunity, organization, or person, and you have permission to access its documentation, then a Documents icon will display on the page that you can click to access the documentation.

folder permissions 1

If you do not have permission to access the documentation, the Documents icon will not display on the page.

folder permissions 2