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Restricted folders

Sometimes a team needs to limit access to specific monthly folders. Payroll is the classic example. Restricted folders let you hide a folder and its contents from users who aren't explicitly granted access.

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Restricted folders are currently available for Google Drive only.

How to restrict a folder​

  1. On the Folders page, open the folder menu at the top right and choose Manage access. You can also configure access when adding a work folder.
  2. Turn on Restrict in CloseCore. This also selects Limit access in Google Drive if the connected Google Drive account allows changing the folder's access settings. You can change the Google Drive toggle independently. Turning off Restrict in CloseCore does not turn off Limit access in Google Drive.
  3. Under Users with Access, select the users who should see the folder in CloseCore.
  4. Save your changes (or choose Add Folder when creating a folder). If you enabled Limit access in Google Drive, give the appropriate users or groups access in Google Drive. Selecting users in CloseCore does not grant them Google Drive access. See Google's documentation for details.

Admins always have access to restricted folders.

Good to know​

  • Restricting a folder in CloseCore controls visibility within CloseCore. Access to the underlying files is still governed by your cloud storage. See Managing integrations.
  • Because CloseCore copies permissions forward each month, set the restriction once and it persists for future periods.