Assign maintenance access

You can grant maintenance access permissions to a resource or group to restrict or grant access to maintain a folder.

When you import a process or a form or upgrade TotalAgility from a previous version which includes folder, the maintenance access for the folder is set to Everyone with Full Control.

When you export a package which includes a folder, the access permissions are maintained.

  1. On the Home page, click Data > Folder Type Add Folder.

    The Folder Types page appears, showing the Root Folder type by default. Change the folder name as needed.

    Under the Root Folder, you can create multiple folders.

  2. Click the Resources tab.
  3. In the Resource box, consume a resource or a group.
  4. On the Access Type list, select one of the following options:
    • Full Control: Users with this access type can create, modify and delete a folder, and also set and modify the access permissions for other users. By default, the Everyone group has Full Control.

    • Read Write: Users with this access type can modify and delete a folder, but cannot change the access permissions.

    • Read: Users with this access type can only view a folder; they cannot modify or delete the folder or set and change the access permissions for other users.

  5. Click Add Generic Add.