Hiding folders

On standard projects

On almost all Firmex projects, you can hide folders from groups rather than individual users by creating a new group, moving users into the new group, and then hiding the folder from the newly created group. To do that, follow the steps below:

1. In Firmex, click Documents.
2. On the left side of the Documents page, right-click the folder you want to hide and select Set Permission.
3. Find the group from whom you want to hide the folder. Change the group's Content Role to No Access from the Content Role pull-down next to the group's name. 
4. Click Apply to Folder to apply the change to the selected folder, or Apply to Folder & Subfolders to apply the change to the selected folder and all its subfolders. 

On migrated projects

For projects created before January 2015, follow these steps:

1. In Firmex, click Documents.
2. On the left side of the Documents page, right-click the folder you want to hide and select Set Permission.
3. Click the By User tab.
4. Find the user from whom you want to hide the folder. Change the user's Content Role to No Access from the Content Role pull-down next to the user's name. 
5. Click Apply to Folder to apply the change to the selected folder, or Apply to Folder & Subfolders to apply the change to the selected folder and all its subfolders. 

Hiding documents

On standard projects

Only folders may be hidden from users in most Firmex projects. If you wish to hide a document, move the document you want to hide to another folder and hide the folder as described in the section above. 

On migrated projects

1. In Firmex, click Documents.
2. Right-click the document you want to hide and select Set Permission.
3. Click the By User tab.
4. Find the user from whom you want to hide the document. Change the user's Content Role to No Access from the Content Role pull-down next to the user's name. 
5. Click Apply to Document.