Utilizing checklist permission folders

This article is a guide to understanding how to utilize the checklists hierarchy feature to allow better adjustments of permissions dealing with these checklists.

You can organize your checklists in a hierarchy that will allow you to adjust admin, editor, and translator permissions of each step in the hierarchy you have created.

Creating your hierarchy

  1. Go to the Checklists tab and make sure the hierarchy portion is open.
    • If it is not open, click the Hierarchy icon.
  2. Click the title of the folder you’d like to create a subfolder under, then click the Create Folder + icon.
  3. Enter the name of your folder.
  4. Fill in the administrators, editors, and translators with the users or user groups you would like to be responsible for this folder and any subfolders if applicable.

Tip: Since roles will be inherited to any subfolders, you do not have to add users or user groups to similar roles to any folders contained under the parent folder.



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