Is there an efficient way to set permissions when people change roles?

2021-04-06 06:32:36 UTC 2026-01-07 07:17:05 UTC

Use teams (groups of users) to efficiently manage permissions when people change roles.

Folder viewing and editing permissions can be set by team.
Change the participating users in teams as people change roles to reduce the effort of adding or removing individual users from each folder.

There is no limit to the number of teams that can be created.
Create teams based on various criteria such as organization, project, position, or hire date (month).

Example: When Person A transfers from "Sales Department" to "Marketing Department"

Add each team to folders in advance.
Remove Person A from the "Sales Department" team and add Person A to the "Marketing Department" team.
Person A will have the appropriate permissions without adding or removing them from each folder individually.

Related:
Manage user teams (Web Browser)
Add/exclude teams to folders (Web browser)


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