Folder Security and the "update security" task

Question

Hello - Does anyone know if you have a folder that inherits from a parent, and then you add an update security for a certain group by using the update security task to limit users in that group to “view”, do the other security settings remain the same as the parent?

We were having an issue where we wanted to limit who could see certain subfolders outside of the individuals who have the responsibility on them as dictated by the parent folder so we figured we could use the update security to do this, but were second guessing whether or not we would need to also set up the other permission sets like create and update etc. which would get very confusing.

Pawan Gangwani · Accepted Answer

hello ​@newtoclmWelcome to the DocuSign Community!In DocuSign, if a folder is inheriting security from its parent and you use the “Update Security” task to add view-only access for a specific group:The folder continues to inherit existing security permissions from the parent.The “Update Security” task adds or modifies security for the specified group (e.g., gives Group A "View" access).All other inherited permissions remain unchanged. You're not overwriting the entire permission set — you're just adding or updating for that one group.This is not the same as replacing the entire security configurationunless you check the option to override or break inheritance (which is available in some workflows/configs).here is the link:Manage Content SecurityThanks!👪 DocuSign Community LeaderboardTop 5contributor💹 Ranked #3 in theReply Royaltycategory inDocuSign Community Wrapped 2024🤝Let’s LinkedIn and roll:Pawan Gangwani - EY | LinkedIn

newtoclm · Answer

Thanks. So would I need to add that group for each subfolder by using the “add security” task or would it then inherit downward. It’s not exactly clear in the directions.

Folder Security and the "update security" task

3 replies

🔁 Folder Security Inheritance Rules (General):

🔁 Folder Security Inheritance Rules (General):

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