Manage a Team's permissions and settings

Teams let you organize users in an easy and versatile way that makes sense for your business. By adjusting a team's permissions and settings, you can define what a group of users can and cannot do within the account.

There are two types of permissions that affect teams:

1. Folder permissions: define what content folders a team has access to, as well as the permissions they have within those folders
2. Team settings: control several account-wide permissions, including whether members can manage other users and teams in the account, or whether personal folders can be accessed

The Admin team has full permissions in the account and cannot be changed.

How do folder permissions work?

Folder permissions allow you to define what content folders a group of users have access to, as well as what permissions they have within those folders.

You can configure your teams simply and straightforwardly, or customize them with permissions unique to each folder. In either case, it is important to understand how folder access and permissions behave before making any changes.

1. A team's folder access cascades downward. This means that if you grant a team access to the parent folder in the account, they will also have access to the folders nested beneath it.
2. A team's permissions will cascade along with folder access. For example, if a team is allowed to edit videos in the parent folder, they will also have permission to edit videos in the folders beneath it.
3. You can overwrite and modify permissions inherited from another folder at any level of the folder structure. For example, you may require that a team have limited access in the parent folder, but have a broader set of permissions in the folder that contains your marketing videos.

The image below outlines these behaviors with two examples for how your teams' access to the folder structure might be configured:

Edit folder access and permissions

When you manage folder permissions, you can review at a glance which folders a team has access to, as well as how the permissions for each folder have been set (i.e., are permissions being inherited from another folder? How is the team being granted access to this content?).

From the folder permissions page, you can easily change existing permissions, override and modify inherited permissions, remove or grant access to folder(s), or re-inherit permissions from another folder.

1. From the Vidyard dashboard, select Admin > Teams
2. Click on the name of the team that you want to edit
3. Next to Folder Access & Permissions, click on Manage
4. Select a folder from the menu to review how access is being granted and how permissions are set (i.e., are permissions being inherited from another folder?).

Here's a breakdown of what each permission allows team members to do. Permissions in the Content section allow users to add, control, and customize videos and folders in the locations you choose. Permissions in the Features section give users access to specific features within the folders you choose, such as video insights, integrations, and more.

Override inherited permissions

You can override and modify the permissions for any folder that inherits permissions from another folder (for example, permissions might be inherited from the parent folder in the account).

1. Select a folder from the menu with the label "inheriting"
2. Click on the Override button
3. Use the checkboxes to change permissions in the folder as needed, then click Save

Re-inherit permissions from another folder

In any folder where you have chosen to override and modify permissions inherited from another folder, you can always re-inherit permissions again.

1. Select a folder from the menu 
   • Folders with their own modified set of permissions will not have the "inheriting" label beside them
2. Open the settings menu (the three dots), then select Inherit Permissions
3. Click Inherit to confirm

Copy permissions to another folder

You can quickly and easily copy a set of permissions from one folder and apply it to another. This allows you to replicate what a team can do in a folder without having to select permissions individually.

You can only copy from a folder that does not inherit its permission from another folder.

If you copy permissions to a folder that the team does not currently have access to, members of the team will be given access with the copied set of permissions.

1. Select the folder that you want to copy permission from
2. Open the settings menu (the three dots), then select Copy Permissions to
3. Select one or more folders to apply the permissions
4. Select Set Permissions

Remove and grant access to folders

You can choose to remove a team's access to a folder or set of folders. But keep in mind: if you remove access to a folder, you will also remove access to any folders nested beneath it.

You can grant access to any individual folder that does not inherit from a folder above it.

1. Select a folder from the menu where the team has been granted explicit access
   • In the example below, the team has been given access to content at the level of the parent folder
2. Open the settings menu (the three dots), then select Remove Access 
3. Click Remove to confirm

Once access has been removed, you may have more than one folder the team no longer has access to. 

Select any folder with the "no access" label, then click on Give Access. You can then configure the folder permissions as needed.

Edit Team settings

Team Settings let you decide what team members can and cannot do within an account. Unlike permissions, Team Settings are account-wide and are not limited to specific folders.

1. Select Admin > Teams from the main menu
2. Open the menu (3 dots) next to a team, then select Manage
3. Select the Manage button next to Settings
4. Use the checkboxes to enable or disable each setting, then select Save to finish

Here's a breakdown of what each setting allows team members to do, separated by section. The Personal folder section is similar to permissions above, but allows team members to make certain changes to their own personal folder.