Manage access to folders

Each folder of the Explorer navigation tree has read, write, and delete access rights attached to it. To access a file, an operator or group of operators must at least have read access to it.

Folders and views

What is a folder

Folders are nodes in Adobe Campaign tree. These nodes are created by right-clicking the tree, via the Add new folder menu. By default, the first menu enables you to add the folder corresponding to the current context.

You can customize the Explorer navigation tree. Learn configuration steps and best practices in this section.

What is a view

In addition, you can create views in order to restrain access to data and organize the content of the tree to suit your requirements. You can then assign rights to the views.

A view is a folder that displays records that are physically stored in one or more other folders of the same type. For example, if you create a Campaign folder that is a view, it displays all the campaigns present in the database by default, whatever their origin. This data can then be filtered.

When you convert a folder to a view, all the data corresponding to the folder type present in the database is displayed in the view, irrespective of the folder in which it is saved. You can then filter it to restrict the list of data displayed.

IMPORTANT

The views contain data and provide access to it, but the data is not physically stored in the view folder. The operator must have the appropriate rights for the desired action in the data source folders (read access at least).

To give access to a view without giving access to its source folder, simply do not give read access on the parent node of the source folder.

To distinguish views from folders, the name of each view is displayed in a different color (dark cyan).

Add folders and create views

In the example below, we will create new folders to display specific data:

  1. Create a new Deliveries type folder, and name it Deliveries France.

  2. Right-click this folder and select Properties….

  3. In the Restriction tab, select This folder is a view. All the deliveries in the database will then be displayed.

  4. Define the delivery filter criteria from the query editor in the middle section of the window: the campaigns corresponding to the defined filter will then be displayed.

    NOTE

    The query editor is presented in this section.

    With the following filter conditions:

The following deliveries will be displayed in the view:

NOTE

When managing transactional messaging events, the Real time events or Batch events folders must not be set as views on the execution instances, as this could lead to access right issues. For more on event collection, see this section.

Permissions on a folder

Edit permissions on a folder

To edit permissions on a specific folder of the tree, follow the steps below:

  1. Right-click on the folder and select Properties….

  2. Click the Security tab to view authorizations on this folder.

Modify permissions

To modify permissions, you can:

  • Replace a group or an operator. To do this, click one of the groups (or operators) with rights to the folder, and select a new group (or a new operator) from the drop-down list:

  • Authorize a group or an operator. To do this, click the Add button and select the group or operator to which you want to assign authorizations for this folder.

  • Forbid a group or an operator. To do this, click Delete and select the group or operator from which you want to remove authorization for this folder.

  • Select the rights assigned to a group or an operator. To do this, click the group or operator concerned, then select the access rights you want to grant and deselect the others.

Propagate permissions

You can propagate authorizations and access rights. To do this, select the Propagate option in the folder properties.

The authorizations defined in this window will then be applied to all the sub-folders of the current node. You can then overload these authorizations for each of the sub-folders.

NOTE

Clearing this option for a folder does not automatically clear it for the sub-folders. You must clear it explicitly for each of the sub-folders.

Grant access to all operators

In the Security tab, if the System folder option is selected, all operators will have access to this data, regardless of their rights. If this option is cleared, you must explicitly add the operator (or their group) to the list of authorizations in order for them to have access.

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