Company Private Folder

Modified on Fri, 12 Dec at 11:42 AM

✨ Company Private Folder

Secure sensitive documents at company level. Unlike standard folders, access and edit rights are automatically aligned with company edit permissions ⚖️.

This ensures that only the right users can view and manage confidential company documents — without complex manual permission settings.


☝ What Is a Company Private Folder?

A Company Private Folder is a dedicated folder attached directly to a company record.

  • ✅ It is separate from standard folders
  • ✅ Access and edit rights are automatically granted to users who have edit privileges on the company
  • ✅ Permissions are always synchronized with company-level rights

This makes it ideal for storing confidential corporate documents such as shareholder agreements, sensitive governance files, or internal records.


⚙️ New Setting Available: Private Folder

A new permission is available to further control access:

  • “Edit Company Private Folder”

When this permission is disabled:

  • Users who do not have edit privileges on the company will not be able to edit the folder’s content
  • This applies even if they usually have document editing rights elsewhere

☝ This provides an extra layer of protection for highly sensitive company documents.



⭐ Benefits

  • ⚖️ Stronger confidentiality for company-level documents
  • ✍ Reduced administrative effort — no manual permission management
  • ✅ Clear and consistent access rules
  • ⭐ Perfect alignment with corporate governance best practices

❓ Things to Know

  • The Company Private Folder is always linked to a single company.
  • Permissions are based on company edit rights, not general document permissions.
  • Only administrators can configure the new permission.
  • This folder is designed for restricted and sensitive content — standard folders remain available for broader access.

✨ Conclusion

The Company Private Folder enhances security and simplicity in Entities Management. By automatically aligning folder access with company edit permissions — and adding an extra control layer — it ensures that sensitive corporate documents are always in the right hands.

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