With the Folder-Permissions-Matrix you can create the whole folder and group structure of a new project. Additionally you can import the permissions assignment, meaning the access permissions of the groups on the folders. This is only possible if you did not create any folders or groups yet.
With the following 3 steps you create a Folder-Permissions-Matrix and import it into the project space:
- First create a new project.
- Create a Folder-Permissions-Matrix in Excel (see below). You can create the matrix manually or with the conject Path Explorer if you already have the folder structure of your new project on your computer.
- Import the Folder-Permissions-Matrix in your new project.
Create a Folder-Permissions-Matrix manually
With the following steps you can create a Folder-Permissions-Matrix in Excel:
- Yellow: In the first line (Line 1) you have to enter the groups of your project (see step 8 as well).
- GREEN: In the lines below (line 2 - 19 in the example) you have to enter the folder structure of your project.
- The cell B2 always have to contain the so called root folder. This have to match your project name exactly.
- You have to enter every folder level in a separate column (columns C, D and E, meaning 3 levels in the example).
- You need to have 2 lines for every folder.
Note: If you already a folder structure in Excel without a second line for every folder, then you can insert the second line using our macro Insert empty lines. For further information about macros refer to Excel macros for working with matrices.
- RED: In column A you have to enter the level number of the folders in the first line of every folder. The root folder always has number 1.
- BLUE: Enter the permissions of the groups on the folders in the matrix. For further information about the assignment of permissions refer to Working with the Folder-Permissions-Matrix. You can import the permissions at any time later.
- Yellow: In the next free column (which doesn't contain a folder level) you have to enter the groups in line 1 (see step 1 as well).
- The first group always needs to be the system group "All Participants".
- Save the matrix with "Save as". For further information refer to Working with the Folder-Permissions-Matrix.
- In the drop-down menu "Save as type" select the file format "CSV (comma separated) (*.csv)".
- Now click on "Save" and confirm the next prompt with "Yes".
- If you close the file now Excel asks you if you want to save the file. As you did this before click on "No".
|Note: For a better overview in the matrix you can use our Excel macro. This will transform your prepared matrix in a handy format like you see it in the screenshot below. For further information refer to Excel macros for working with matrices.|
Create a Folder-Permissions-Matrix with the conject Path Explorer
If you already have the folder structure of your new project on your computer, you can import it with the conject Path Explorer (only available in German) and transform it into a Folder-Permissions-Matrix.
- Open the conject Path Explorer (only available in German).
- On the left side navigate through the folder tree to the folder which contains your folder structure and click on it with a double click (the folder icon have to be opened ).
- Now click on "Pfad einlesen".
- Your folder structure is now shown in the main application screen.
- Click on "Umwandeln".
- A column for the level number of the folders and an empty line for every folder is inserted.
- Click on "Exportieren".
- In the drop-down menu "Save as type" select the file format "CSV Format *.csv" or "CSV (Comma delimited) (*.csv)".
- Click Sie auf "Save".
- Open the csv file and enter the permissions as described above. You can import the permissions at any time later.