Start with organization and role access
A grant does not replace normal account, organization or asset-type authorization. A user still needs the relevant scope and read permissions. An asset-type deny can prevent access even when a matching grant exists.
Admin does not automatically mean access to every record. Ordinary Admin users do not bypass record grants. System roles with grant-bypass permission are separate from your account's Admin role.
Record owners have an access path through ownership, subject to the surrounding authorization checks.
A folder uses the tag's access settings
Folders are a view of tags. They do not have a second, independent permission system.
A record is subject to tag restrictions when an assigned tag—or any ancestor of that tag—is restricted.
Grants on a parent apply down the tree. Child folders can add people or groups, but cannot remove access inherited from a parent. There is no “break inheritance” setting.
A grant on a child does not give access to records tagged only with its parent.
Does a parent folder grant cover descendant records?
Yes, for non-private records tagged with that folder or one of its descendants, provided the user also has the required account, organization and asset-type access. Parent grants apply down the tag hierarchy; the record does not need the parent tag directly assigned as well.
Browsing a folder is not itself a grant. Private records and records outside the user's permitted scope remain inaccessible. A child-folder grant does not extend upward to records tagged only with its parent.
How multiple grants combine
For a non-private record, a matching grant through any one assigned tag or its ancestors can provide access. Users do not need matching grants on every assigned tag.
Adding an unrestricted tag does not cancel a restriction imposed by another tag.
A record set to restricted can also be accessible through an explicit record grant. Its explicit grants and applicable tag grants are alternative access paths.
The table below explains the record-grant layer; account, organization and asset-type checks still apply.
Record state | Who can pass the record-grant check? |
Inherited access, no restricted tags or ancestors | Users with normal scoped access. |
Inherited access, with restricted tags or ancestors | The owner, a grant-bypass role, or a user with an applicable tag/ancestor grant. |
Restricted record | The owner, a grant-bypass role, a matching explicit record grant, or an applicable tag/ancestor grant. |
Private record | The owner or a grant-bypass role. Tag grants do not make private records visible. |
This explains existing access states; it does not imply every state is selectable in every screen.
Example: parent and child access
Consider this folder structure:
Operations is restricted and grants Alice access.
Finance, beneath Operations, adds a grant for Bob.
Networking, also beneath Operations, has no additional grants.
Assuming normal scope, read permission and non-private records:
Person | What their grant covers |
Alice | Records tagged Operations, Finance, Networking, or descendants of those tags. |
Bob | Records tagged Finance or its descendants. Not records tagged only Operations or Networking. |
Making Finance restricted does not exclude Alice. Her Operations grant still applies.
A document tagged with both Finance and Networking can be visible to either Alice or Bob through their applicable grants.
Who can manage access?
Admin and Support users have permission to manage individual record grants, subject to access checks. Admin users can also manage tag grants and the tag hierarchy. Support users cannot administer tag grants.
Admin and Support users can assign tags to records they can edit. Filing into or out of a restricted folder requires record-access management permission as well.
Grant-management permission is a capability to change access; it is not a general bypass for reading every restricted record.
Change an individual record’s access
Open the record and select Access.
Under Who has access?, choose Specific people and/or groups to manage direct grants.
Select the required users or groups. Review each change as you make it: record-access changes save immediately.
To return to inherited record access, choose All users with access to [organization]. Applicable tag restrictions still apply.
The owner retains an ownership access path. Removing a grant that provides your access can remove your ability to see the record if no other access path remains. Record access changes are separate from Save changes for document content.
Review a folder's access
Open Settings → Tags.
Open the tag and its Access tab.
Review the inherited grants shown for parent tags.
Choose the appropriate access option and users or groups.
Choose Apply to commit the staged tag-access changes.
When a parent is restricted, the options distinguish Use inherited access grants only from Add additional access grants. The latter adds access; it does not replace the parent's grantees.
What happens when the last grant is removed?
A restricted tag stays restricted when its last grant is removed. Deleting a granted user or group does not make its records open.
Records may still be accessible through ownership, a bypass role, another assigned tag, or a valid explicit record grant. “No grants on this tag” does not by itself describe every access path to a record.
The tag-access editor requires at least one grantee when applying its restricted option. Empty restrictions can nevertheless arise through other supported changes, such as removal of a granted user or group.
An administrator can restore appropriate tag access by adding a valid person or group or explicitly removing the tag's own restriction. Removing a child's own restriction does not remove a parent's restriction.
Removing a parent's restriction also removes that parent's grants. Check any still-restricted descendants that relied on those grants.
Why can someone still see a record?
Check these paths before assuming the restriction failed:
Does the person own the record?
Do they have a grant on an ancestor folder?
Does another assigned tag grant them access?
Does the restricted record grant them access directly?
Are they using a system role with grant-bypass permission?
For missing access, also check organization scope, asset-type denies and private visibility. Folder names and hierarchy should not be treated as secret merely because the records inside are restricted.
