Folders
Presight Folders let teams organize documents and collaborate with shared access. This document explains how folder sharing works, how access flows to items inside, and how overrides behave.
1. What Folders Can Do
Folders now allow you to:
Share all documents inside with your workspace
Apply consistent Viewer / Commenter / Editor permissions
Collaborate at scale without individually sharing every document
Create subfolders with their own access behaviors
Transfer ownership between teammates
Move items across folders while maintaining security
2. Folder Permissions
You can share a folder with anyone in the workspace using:
Viewer — Can view
Commenter — Can view and comment
Editor — Can create, edit, rename, move items
When you share a folder, everything inside inherits these permissions automatically.
3. How Permission Inheritance Works
The permission model follows a simple hierarchy:
Folder → Subfolder → Document
By default:
All items inside a shared folder inherit its permissions
New items added later also inherit
Changes at the parent apply downward unless an override is present
4. Overriding Inherited Permissions
Sometimes a subfolder or document needs more access than the parent provides. In Presight:
✅ Overrides can only grant higher permissions than the parent
Examples:
Parent: Viewer → Child doc can be Commenter or Editor
Parent: Commenter → Child doc can be Editor
Parent: Editor → Child doc cannot be changed (already max)
❌ Overrides cannot restrict or lower permissions
You cannot set a child item to:
Viewer when parent gives Commenter or Editor
Commenter when parent gives Editor
“No access” to someone who already has access through parent
This ensures no silent permission loss or accidental locking.
Additional rules:
Overrides stay explicit and won’t update if the parent’s permissions change
Moving an overridden item into a new folder may replace the override depending on the new parent
5. Ownership Model
Folder Ownership
The creator of a folder becomes its Owner
Owners control sharing, permissions, and transfer of ownership
Document Ownership
Documents retain their individual owners even when moved
Folder ownership does not automatically change document ownership
Editors may modify a document but do not become its owner
Ownership is independent from permissions.
6. Moving Items
When moving a document or subfolder:
It adopts the permissions of the destination folder
Higher-level overrides may be removed if they violate the new parent’s rules
Users may gain or lose access depending on the target folder
Owners remain unchanged
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