Secure Files and Folders

Secure Files and Folders

What are Secure Files and Folders in SETWorks?

Administrators
Secure Files is a feature in SETWorks that allows you to make certain files and folders private or locked, and cannot be opened unless given permission via privilege.  Security can apply to individual files or to full contents within folders. 

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Secure File Privileges

Settings > Provider Build > Maintain Privileges > Files: 
Is able to see secure files

Accessing Secure Files

Secure Files can be accessed throughout SETWorks where files are stored: Consumer profiles, Staff Management, Provider Files,  and Department Files. Folders and Files are indicated as secure by displaying a lock. 

Provider Files Example


Consumer Files Example


Staff Files Example


Department Files Example


Add a Secure Folder

You can make an entire folder secure which will lock the contents or files without that folder.  

- Navigate to the area of SETWorks where the secure files are located (e.g., Consumer Profile). 
- Select the Files tab.
- Select the folder icon to add a new folder. 
- Name the folder. 
- Select Secure Folder. 
- Save.







Add a Secure File

You can also make an individual file secure and store it within an unsecured folder. 

- Select the upload file icon. NOTE: If the upload file icon is selected next to a folder, the folder will auto populate within the upload file window.
- Navigate to and select your desired file to upload. 
- Add a label (if applicable).
- Select the desired folder. 
- Select Secure File.







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