Folders allow documents to be compartmentalized, categorized, and easily shared with the correct people. They can be shared amongst users and teams via permission grants. Folders support three permission types: Can View, Can Contribute, and Can Manage

This article will dive specific into sharing folders. To learn more about permissions in general, visit our documentation on folder and document permissions

Summary of Content

Permission Types
Share a Folder
      Share from within the Folder
      Share from a Navigation Page
Modify or Revoke Access to a Folder
Respond to Request for Access to Content
Related Resources

Permission Types

Permission options are the same for folders and workspaces. Permissions set at the folder or workspace level apply to all documents within that workspace or folder.

Permission

Granted privileges in shared workspaces and folders

Can View

  • view-only access to documents and folders in the shared folder

Can Explore

  • explore access to workbooks in the shared folder
  • view-only access to all other document types (worksheets, dashboards and datasets) in the shared folder

Can Contribute

  • Create and edit their own docs and folders
  • View and explore others users’ documents and folders in the shared space
  • Manage anything they create. Includes deletion, renaming, moving of their own documents and folders

A user with Can Contribute access to a workspace automatically gets Can Edit access to all documents that they’ve personally created in that workspace. They also get Can View access to worksheets, dashboards, and datasets in the workspace and Can Explore access to workbooks in the workspace.

Can Manage

  • Create and edit their own documents and folders
  • Edit other’s documents and folders in the shared space
  • Manage anything in the shared space. Includes access management, sharing, deletion, renaming, and moving of anyone’s documents and folders

Can Manage in a workspace or folder grants Can Edit on any docs within that folder

 

Share a Folder

Share from within the Folder

  1. Open the folder.
  2. Click the Share button located in the top right corner of the screen, to open the share modal.
  3. Type to add teams and/or individual members.
  4. Select a permission type for each team and/or member.
  5. [optional] Enter an email notification under Add a Message or uncheck Send an email notification
  6. Click Save

Share from a Navigation Page

  1. Open the folder's parent folder..
  2. Click the vertical ••• menu next to the folder you wish to share.
  3. Click Share to open the share modal.
  4. Type to add teams and/or individual members.
  5. Select a permission type for each team and/or member.
  6. [optional] Enter an email notification under Add a Message or uncheck Send an email notification
  7. Click Save

Modify or Revoke Access to a Folder

  1. Open the folder's Share modal from either it’s vertical ••• menu on the a parent folder's page or from the Share button on the individual workspace’s page. 
  2. Click to open the Who has Access tab.
  3. [optional] To select a new access/grant type, use the Access Type dropdown menu to the right of the team or member. 
  4. [optional] To revoke access completely, hover over the team or member. Then click the trash can icon that appears on the right side of the modal.
  5. Click Save.

Respond to Request for Access to Content

If a user attempts to access your content and doesn't have permissions to do so, they can request access through the error page blocking their immediate access. This triggers a Request to Access email notification.

To respond to the Request for Access, do the following:

  1. In the email notification, click the Respond to the Request button.
    RequestPerms_ShareFolder_eNotif_2.png

  2. Sigma opens with the Share Folder modal, allowing you to view the current access requests. Optionally, click the permission drop-down menu to select the level of access the user should have.
    Note: The user cannot be granted access higher than what their account type allows.
    RequestPerms_ShareFolder_Permission.png

  3. If desired, click Approve. If Approve is selected, the request is removed from the Share Folder modal, and the user is listed in the Who Has Access tab.
    RequestPerms_ShareFolder_Approve.png
    Or, click Deny. If Deny is selected, the request is removed from the Share Dataset modal. 
    RequestPerms_ShareFolder_Deny.png

  4. Click Save or close the Share Dataset modal. Your decision on the Request for Access to Content will save either way.
    RequestPerms_ShareFolder_Save.png

Related Resources

Folder and Document Permissions
Share a Workbook