Join Gini von Courter for an in-depth discussion in this video Inviting vendors and internal participants, part of Managing Projects with Box.
Now that we have an understanding…of what our folder structure is going to look like…for this particular RFP project,…let me talk to you about what we would like…our collaboration and security settings to look like.…Because you'll want to do some of this…as you're creating the folders.…For example, if we make some changes…to our folder settings when we create the RFP folder,…then those setting will be inherited…by RFP Eval, RFP Info, and Vendors…in the same way that if we make some changes…to the vendor template and then we are…using that to be able to create additional Vendor folders,…we'll be able to copy those permissions.…
So, these are good things to bear in mind…when we're starting the project…before we have a lot of folders.…Particularly if we have 15 or 20 vendors.…We'll want to make sure that everything's provisioned well…as we're building it out,…and that everything is secured…as we're building it out.…The first thing we want to do is…restrict collaboration on all of the folders.…And by restricting collaboration…
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- Defining folders
- Inviting the team to the project folder
- Changing automated action settings
- Locking and unlocking files
- Commenting on files
- Assigning file-related tasks
- Managing project bidding with Box