• When "Apply filter" is set in the access restriction settings, only users who belong to groups registered as "accessible groups" can access the folder. If this setting is not configured, all users in the team except guest users can access the folder (if you want to allow guest access as well, turn on "Allow guest user access" described below).
• However, Owner and Team Administrator users can access all folders regardless of the above settings. Group Administrator, Created user, and View-only user must follow the above settings. However, if "Folder view scope" under "Business rules" in "Owner Functions" is enabled, those with the target role can also open folders for their subordinate groups (initial state is disabled). For details, please refer to Allow viewing folders in subordinate groups (Folder view scope).

Also, if "Folder view scope" has "Do not show SOPs in folders filtered by parent groups to subordinate group members" enabled, subordinate group members can open the folder, but SOPs in folders filtered by the parent group will not be displayed (initial state is disabled).

How to configure

1. Click the target folder
   
2. Click the [...] in the upper right
   
3. Click "Access Restriction Settings"
   
4. Click "Edit"
   
5. Click "Apply filter"
   
6. Set the accessible groups
   
7. Click "Save" to complete the settings
   

Allow guest user access

If you want to make this folder (and its contents) available to guest invitations, turn on "Allow guest user access" in the access restriction edit screen.

• Filter is disabled: When enabled, all team members including guests can access the folder
• Filter is enabled: When enabled, guests must still belong to an "accessible group" (guests who don't belong cannot access)

Note that on the guest user screen, the topmost accessible folder appears at the top of the list, and the folder hierarchy above it is not displayed. When you open a folder, the SOPs inside and the accessible subfolders are shown.

Caution when publishing SOPs

After publishing, the visibility of an SOP is determined solely by the access restrictions of its storage folder. Therefore, you cannot publish an SOP while its storage folder is set to one you cannot access. If you publish as-is, the SOP will disappear from your own list and searches.

• If you try to proceed with publishing from a folder you cannot access, the process stops and the storage folder field in the cover tab is highlighted. Select a different folder and then publish
• While in draft status, the creator can always open and edit their draft regardless of the folder's access restrictions. The same applies if the storage folder settings change later. However, publish requests must be made only when the folder is in a state where SOPs can be added
• Approvers can approve even if they don't have permission to edit the storage folder. Approval is an operation where the designated person in the workflow returns a decision. Note that an approver who cannot view the folder cannot open the SOP after publication (this is indicated at the time of the request)

For details, please refer to Approval workflow.