> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://projectfusion.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Folder Permissions in Projectfusion

Our **Folder Permissions** give Managers a powerful one-page matrix to control access to folders and files in a site. Easily assign or restrict user roles, ensure confidentiality, and maintain control as your data room evolves.

## 🚀 Getting Started
1. **Login** to your Projectfusion site as a **Manager**.
2. Navigate to your **site dashboard**.
3. Click the **gear icon** (⚙️) at the top right.
4. Select **Folder Permissions** to launch the permissions matrix.

![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/image_1pbq3ox.png)
## ⚠️ Important Caveats to Keep in Mind
1. **Pre-Hide Folders Before Uploading**:
*  If users have access to a folder before you upload documents, they’ll receive notifications in their daily email digest.
* **Best Practice:** Create the folder first, set it to No Access, then upload your documents.

2. **New Folders Inherit Existing Permissions**: 
* Top-level folders will inherit site-level group permissions.
* **Always return** to the Folder Permissions matrix after creating new folders to double-check access settings.

3. **Prefer Folder-Level Over File-Level Permissions**:
* File-level control is possible, but harder to manage and update.
* Stick to **folder-level permissions** wherever possible.


## ✏️ How to Use the Folder Permissions Matrix
* Locate the folder row you want to update.
* Find the column for the **group or role** you wish to edit.
* Click the **square/pencil icon** in that cell.
* Choose the desired permission from the dropdown:
    * **Manager**
    * **Contributor**
    * **Consumer**
    * **PDF/Print**
    * **View Only**
    * **No Access**
* To reset inheritance, click the icon under the **Inherits** column.

### 🔧 Additional Settings
* **New Group**: Create a new group and bulk-add users. Optionally include this group in Q&A.
* **Include Documents**: Toggle to show files inside folders (may slow down large sites).
* **Folder Depth**: Choose how many folder levels deep to manage. We recommend setting this to **3**.

## 📚 Real-World Permission Use Cases
### ✅ Example 1 – Restrict Access to a Sensitive Folder
**Goal:** Hide the folder `1 Key Document Set` from all except Managers and `Bidder Alpha` group.
**Steps:**
1. Click **New Group**, name it (e.g., Bidder Alpha), add users, click **OK**.
2. For `1 Key Document Set`, click each group/role and set to **No Access**, except for Managers.
3. For the `Bidder Alpha` group, assign **Consumer** or another suitable permission.
4. Projectfusion auto-adjusts access above and below to maintain security and navigation.
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/download-2_1r17kz8.png)
### 🔁 Example 2 – Adjust Role Permissions
**Goal:** Change PDF/Print and Consumer roles to **View Only** for `1 Key Document Set`.
**Steps:**
1. Find the intersection of the folder row and role column.
2. Click the pencil icon.
3. Select **View Only** from the dropdown.
4. Repeat for all necessary roles.
![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/download-3_1xk81vb.png)
### 📤 Example 3 – Create a Private Staging Folder
**Goal:** Allow only the Manager and `Staging Group` to access a private staging area.
**Steps:**
1. Create a folder called `Staging Area` in the Document Library.
2. Go to **Folder Permissions**.
3. Set all roles except Managers to **No Access** for this folder.
4. Create a new group (e.g., `Staging`), add users, and tick the Q&A box if needed.
5. Grant the `Staging` group **Contributor** (or higher) access to the folder.
> Now your staging group can safely prepare documents without triggering notifications to others.
> ![](https://storage.crisp.chat/users/helpdesk/website/-/2/e/0/9/2e09850730579800/download-4_1jlrvvo.png)

## 🤝 Need Help?

If you have questions or need hands-on support, contact us: 📧 [support@projectfusion.com]
We’re always happy to help—and constantly improving this tool to give you more control and clarity over your data room permissions.