Can I set which users can access my folders?

Yes. For any folder you create, you can specify which users can view it, which roles can view it (e.g., all users with the Credit Analyst role), and whether users have read-only or read/write access to it.

You can share a Folder or manage sharing for a Folder via the �Options� link visible on the Companies tab. Only the user who owns the folder and the Client Admin can change the options of a shared folder. The default owner of the Folder is the user who created it. The owner can share the Smart Folder by selecting and de-selecting both roles and users in the workspace. You can also set an alert profile to be applied to the companies saved to the folder.

If you�re an administrator, you can set folder sharing for all folders, regardless of ownership.