hello ​@newtoclm 

Welcome 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 configuration unless you check the option to override or break inheritance (which is available in some workflows/configs).

here is the link: Manage Content Security

Thanks!

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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.  

Hello ​@newtoclm 

If you add or update security for a group on a specific subfolder, that change applies only to that subfolder not to any subfolders beneath it.

🔁 Folder Security Inheritance Rules (General):

By default, subfolders inherit security from their immediate parent.

If you use the “Update Security” on a folder, this only modifies the permissions on that folder.

Subfolders of that folder will not automatically inherit the new group permission unless you explicitly apply it to them as well.

Thanks!

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