Sharing and Permissions

How to share a file or folder

It’s simple to share any folder or file with your clients, external collaborators or team.

1. From the Browse Documents Page select the folder you want to share.

2. Click Share to open the Share Settings Modal.

3. Enter the name of the client you want to share the folder with and click Save.

4. Check off the box if you want to send an automated email notification to the client.

How share settings are applied

• All sub-folders and files inherit the share settings from parent folder(s)
• You can change the permission setting on any sub-item or sub-folder.
• You cannot remove a user from a sub-folder if they have access to a parent folder. But, you may change the permission level.
  

For example, if the Folder Darth Vader is shared with client Darth Vader and his wife Padme, both users will see all items within that folder.

Staff users must also be added to folders in a similar manner, to gain access to folders.

How to set permission level

You have the ability to set granular sharing permissions to control what a given user is able to do. Permission levels include:

1. View only - the user will only be able to access, preview or download the given folder or item(s).
2. Edit - the user will be able to upload, move, rename and duplicate items
3. Edit & delete - the user will be able to delete items
4. Edit, delete, share - the user will be able to control share settings. This permission level can only be assigned to Staff (and not Clients).