Getting Started with Category Level Permission (CLP)

Category Level Permission (CLP) allows administrators to control user group actions within specific categories, balancing collaboration and confidentiality for sensitive files, folders, and categories.

CLP is ideal for multi-team environments, since each category can now act as a team or project-specific library, ensuring restricted access to unauthorized users.

** With this initial release, administrators can set permissions for uploading and tagging assets within specific categories. Future updates will include more capabilities.  

How to access it

Administrators can click on the “Permissions” button on the “Groups” tab to be redirected to the CLP menu.

To do this:

  1. As an administrator, click on the three horizontal bars located at the top right of your screen
  2. Select Categories
  3. Click on the Manage Permissions button

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How it works

Once you have accessed the CLP menu, you will be presented with your category structure. To set up CLP, please click on the Permissions tab next to your desired category/sub-category of choice.

 

Once opened, you will see the following:

To change a group’s ability to upload to this category, click on the “Select” drop-down next to the group’s name, and select “Can Upload” to enable uploading, and “Cannot Upload” to disable uploading.

When setting up CLP for a parent category, please click on the “Apply permission to all categories belonging to this category” to apply the same rules to all sub-categories associated. This is also referred to as “Inheritance”

If you don’t select the inheritance option, remember to individually set up CLPs for each sub-category.

To apply CLP for more than one group at once, select all the desired groups and utilize the “Bulk Edit” option

 

Once you are satisfied with your selection, click Save to apply your changes.

 

To view your CLPs at a glance, click on the category/sub-category name. Once selected, you can quickly view which groups have upload permissions, which do not, and which groups do not have pre-defined permissions.

 

 

End-User Perspective

If a group’s CLP is set to to Cannot Upload, the category will be greyed out when the user attempts to upload an asset to a specific category.

 

When selecting Actions followed by Add Categories, the user also won’t be able to add an asset to the categories that they don’t have upload permission to:

 

com009.svgNote: When using CLP, please be mindful of the following:

  • Giving access to a group that does not have access to that category (via group permissions) does not override those permissions. We recommend that administrators correctly set up group permissions via the “Groups” tab prior to utilizing CLP

  • We recommend refreshing the page to ensure that the CLP policy takes place.

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