Assign Folder Permissions to a Role

Once you create a role, you will have to define the permissions to assign a user under each object. Objects in this case refers to key components that users interact with on the Echo Mobile platform. They are: Contact Groups, Folders and Products. Folders contains the different communication on the Echo Mobile Platform.

Some organization have set up folders based on a number of attributes. This could be based on the different departments they have, timing of a particular campaign strategy, language differentiation etc. With this kind of categorization, an organization would like to protect the integrity of this data and thus the need to have roles and permissions put  in place.

The different kind of permissions available are:

1. Read means a user is only able to view the contents of a folder, that is notices, surveys and the folder itself.
   
2. Create allows a user to create a new folder, communication that is notices, surveys and quizzes.
   
3. Edit only allows a user to edit a survey that has not been activated (in design mode)
   
4. Amend only allows a user to make minimal changes to an activated survey.
   
5. Delete allows a user to delete folders and communication contained therein.
   
6. Activate/ Send this allows a user activate a survey thus sending invites to the respondents.
   

These permissions can either be selected to apply to all folders on the organizations account or a selected few. Below is a breakdown of the actions within a folder( surveys, quizzes & notices) and the permissions you can apply to perform the said action

Folder Actions	Read	Create	Edit	Delete
Create a Survey, Quiz or Notice
Delete a Survey, Quiz or Notice
Duplicate a Survey, Quiz or Notice
Close a Survey or Quiz
Move a Survey, Quiz or Notice
Upload a Survey, Quiz or Notice
Star a Folder

Communication Actions	Read	Create	Edit	Delete	Amend	Activate/Send
Edit a Survey or Quiz in Design Mode
Activate a Survey or Quiz
Send a Survey, Quiz or Notice
Export Survey, Quiz Results or a Notice Send Report
View Survey or Quiz Results
Send out Reminders for a Survey or Quiz
Edit an Active Survey or Quiz

Important to note:

1. When Edit permission is selected, Read is automatically applied.
   
2. When Create permission is selected, Edit and Read is automatically applied.
   
3. When Delete permission is selected, Read is automatically applied.
   
4. When Activate/ Send permission is selected, Read is automatically applied.
   
5. When Amend is selected, Read is automatically applied.
   
6. To move communication to a new folder, you ought to have Read permission in the destination folder.
   
7. While sending invites to contacts, you ought to have read permission in the group in which your contacts are located.
   

Related Topics

1. Managing User Roles
   
2. Create a User Role
   
3. Assign Contact Groups Permissions to a Role
   
4. Assign Product Permissions to a Role
   
5. Assign a Role to a User
   

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