Access
Access to files and folders
Who has access to folders and files An Administrator or a Manager must grant access to individual users or user groups before they can open folders in the file structure. This is a security measure to prevent accidentally giving users access to confidential documents. Permission levels for folders There are 3 different permission levels that you can assign to users. Write: The user has full access to the folder and can upload, read/view, and delete files in a folder.Few readersFolders and folderstruture
Folder Structure in the File Module You can customize the folder structure for your project, just like in your file explorer. You can add, move, and delete folders. Only users with the project roles Manager and Administrator can modify the folder structure. Edit Folder Structure Open the Editing Tool First, open the file module and then click on "Folder Structure". Editing menu (Few readers
Upload files
Upload of files
Upload Options You can upload all types of files in CxPlanner, and you can upload many files at once. We offer the following upload methods: Upload 1 file at a time Upload many files at once Upload a ZIP file and automatically extract it Upload Button The upload button is visible if you have clicked on a folder that you have permission to upload to - otherwise, the button is hidden. Upload button (https://sFew readersUpload new versions of a file
Upload new versions of a file You can easily upload new versions of files and navigate between the different versions. Upload a new version There are two ways to upload new files. Upload a file with the same name When you upload a file with an identical name, the program will automatically create a new version. Manually upload a new version You can right-click on a file and choose "File details". Then you can manually upload the new version. Overview of versions You can cliFew readers