Q: Navigation and granular folder permissions?
If we setup a portal to have multiple folders representing different clients, how should navigation to those folders appear on the main portal?
For example, is it best practice to use main folders for functions, e.g. "Meeting Notes", then have a sub-folder under that for each client? If so, will "Meeting Notes" on the sidebar now have a dropdown that only shows the sub-folder for the logged in client? Please give an example of best practice for navigation links using granular folder permissions. Thank you!
Pavel_FUSEBASE
Oct 1, 2025A: Hi
At the moment, granular permissions can be set at the folder level (not for subfolders). This means you can create separate folders for each client, and within those, subfolders for different types of data (documents, projects, etc.). As a result, each client will only see their own folder and will not have access to other clients’ folders.
You can also create shared folders that are visible to all clients, where you can store general information.
starbornmediaPLUS
Verified purchaser
Ok, thanks. We don't want each client name (folder) exposed on the sidebar of the main portal, so:
1) How would a client log in to the main portal homepage, and then navigate to their folder's portal page?
2) Or, is there a way for clients to login and immediately see their folder's portal page?