Add, modify or delete members of a folder

Updated on November 4, 2026 · 4 min read

Only the chairperson and the co-chairpersons of a folder (depending on the rights settings) can modify the list of participants.

There are 3 ways of modifying the participants in a folder.

The … menu of a folder offers the Manage participants entry. It shows all the participants of the folder with their role. You add people, change roles and remove participants there, then apply everything in a single validation, after a summary. The same changes can be applied to the sub-folders you choose.

Before you start

You need the right to manage the participants of the folder (chairperson or co-chairperson, depending on the rights settings). Otherwise, the menu entry is greyed out.
Only people who are allowed to chair can become chairperson or co-chairperson.

Opening the window

In My folders, click the … menu of the folder.
Choose Manage participants.

The Manage participants entry of a folder’s menu

Adding, changing roles, removing

To add someone, type their name in Add a participant and pick them: they appear at the top of the list, marked To add.
On each row, tick the wanted role: Chairperson, Co-chairperson, Participant or For information. Giving the Chairperson role to someone else turns the current chairperson into co-chairperson.
To remove someone, click their bin. The chairperson cannot be removed.
Click Next.

Also applying to sub-folders

If the folder has sub-folders, a step offers to apply the same changes to them.

Tick the sub-folders concerned: people added or whose role changes get the same role there, people removed are removed from them.
Click Next.

Checking and validating

The summary lists the additions, the role changes and the removals, and recalls the number of sub-folders concerned. Click Validate. Previous lets you correct.

Good to know

A removed person no longer has access to the folder nor to the actions they are responsible for: the window warns you.
In a sub-folder, the chairperson is never removed nor demoted: the final message tells what was not applied, and why.
An unticked sub-folder never changes.
A meeting whose participants are synchronised with the folder follows the changes.
The Participants tab of the folder remains available for a quick change of a single person.

2- From the participants tab of a folder

To do this, select a folder from the list of your folders and go to the ‘Participants’ tab.

Add a member to a folder

In the footer, enter the name of a new user.
As soon as you have entered the first 3 characters, you will see a list of choices, including the name of the person you want.

Specify their role (co-chairperson, participant or for information), then validate.

If the person you want to add is not already registered in your Perfony space, no problem. Click on the “Create a new user” icon to add him/her.

Create a new user” icon

Remember that adding users with the collaborator license is totally free and unlimited!

Once the user is added, specify his role with the drop-down menu and validate.

Modify the role of a member of a folder

Select the concerned member by clicking on its box in the list of members of a folder.
Click on the edit icon below its name.

It will appear in “edit” mode at the bottom of the page.

Use the drop-down menu to modify its role and then validate.

Delete a member from a folder

In the same way, select the member concerned by clicking on its box in the list of members of a folder.
Click on the delete icon below its name.

A validation window will allow you to confirm your choice.

It is always possible to add back a member who was mistakenly removed from a folder.

You need an “Executive” licence and “administrator” rights, which will give you access to the “Users” menu.

Select a user, either by scrolling through the list or by searching using the user’s name by clicking on the filter icon in the “Name” column.

In the right-hand pane, the 2nd tab “Folders” displays all the folders for which you have the right to add participants. Simply click on the icon of your choice to assign the user to the folder with the role you want to give them.

To avoid having to click folder by folder if you want to add a user to an entire tree, simply click on the icon at the end of the folder line:

A popup window will open, giving you a wide choice of user assignments. This very practical function can also be used to modify, replace or remove a user from an entire folder tree.