How to grant user access to a folder

Need to allow one or more users to have access to a folder? Learn how to grant user access!

User access within PDPworks can scale according to your security requirements. As new users get certified and added to your account, you can allow them to have access to various folders. With access to a folder, that user can view, print, and upgrade reports.

To grant a user access to a folder, click on User Name > Manage Folders. Click the "..." icon to the right of the folder name and click User Access

Folder - User Access

From the User Access panel, select the users to grant access to the folder and click the Save button. Once shared, users will see this folder and its contents throughout the app. 

User Access panel

Alternatively, account Key Contacts can go to [user] > Manage > Users to grant or remove access of one or more folders for a user.