Restrict User Access to Certain Folders or Programs

Timothy_Gilbert
Level 2

Restrict User Access to Certain Folders or Programs

We are working with an outside vendor that is creating some emails and email templates for us.  Is there a way to set them up as a user but somehow restrict there access to only certain folders/programs where they would be able to upload emails?

If you do work with outside vendors/agencies/designers, how do you handle their access to your instance?

Thanks,

Tim

6 REPLIES 6
Josh_Hill13
Level 10 - Champion Alumni

Re: Restrict User Access to Certain Folders or Programs

I believe there is an Idea to add folder level restrictions.

You can create Roles specific to vendor Roles. For example:

  • Design - create/edit templates, but not approve
  • Lead Database View only.
  • Analytics only
  • Create Programs and Campaigns, but cannot activate or send emails.

things like that.

SereneS
Level 1

Re: Restrict User Access to Certain Folders or Programs

Hi Josh, is there a feature to give permission at folder level?

Jo_Pitts1
Level 8

Re: Restrict User Access to Certain Folders or Programs

Might workspaces help here?

SereneS
Level 1

Re: Restrict User Access to Certain Folders or Programs

Hey,

Sure, but I am trying to see if there's a way without having N number of workspace.

Eg: There are region wise workspace like APAC, EMEA, Americas, etc. APAC workspace has different countries folder - like Singapore, Australia, Japan. Japan users need not see other country assets or records.

Michael_Florin
Level 10

Re: Restrict User Access to Certain Folders or Programs

No, not possible. Workspaces are really the only thing that regulates user access.

Dan_Stevens_
Level 10 - Champion Alumni

Re: Restrict User Access to Certain Folders or Programs

This is a sorely needed feature.  Vote up these ideas: