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File and folder permissions

Every row from every client, with the client first. Filter, sort and hide columns as on a client's own report; downloads keep the view.

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Who can access what 32

12 to review

One row per person, group or link with access to each shared file or folder, grouped by where it lives. Direct means they were given access on the item itself; a link means they were sent one.

Ways in
  1. Link13
  2. Anyone link8
  3. Direct7
  4. Organisation link4
File or folderLocationWhoHowCanOutsideShared byShared onExpires
Client files/Hartley & Co (folder) lowClients / Documentsj.hartley@hartleyandco.exampleDirectViewYesannabel.fraser@contoso.example29 May 2026Never
Engagement letters/Engagement 2026.pdf lowClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.bennett@contoso.example27 Aug 202628 Oct 2026
Payroll (folder)Clients / Documentscarol.bennett@contoso.exampleDirectEditNoannabel.fraser@contoso.example20 Dec 2025Never
Payroll (folder)Clients / Documentserin.gallagher@contoso.exampleDirectEditNoannabel.fraser@contoso.example20 Dec 2025Never
Year end/Draft accounts FY26.xlsx mediumClients / Documentspartner@mason-legal.exampleLinkEditYesbobby.marsh@contoso.example10 Oct 2026Never
Budget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNobobby.marsh@contoso.example26 Sep 2026Never
Supplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.bennett@contoso.example8 Jul 202611 Oct 2026
Brand assets (folder) mediumMarketing / DocumentsAnyone with the linkAnyone linkViewYeseve.lambert@contoso.example11 Sep 2025Never
Campaign video.mp4 highMarketing / DocumentsAnyone with the linkAnyone linkEditYeseve.lambert@contoso.example13 Oct 202610 Nov 2026
holiday.jpg mediumOneDrive of annabel.fraser@contoso.exampleAnyone with the linkAnyone linkViewYesannabel.fraser@contoso.example20 Aug 20261 Jan 2099
Rotas/Rota October.xlsxOperations / Documentsmallory.hart@contoso.exampleLinkViewNocarl.ashworth@contoso.example6 Oct 2026Never
Rotas/Rota October.xlsxOperations / Documentsdan.redford@contoso.exampleLinkViewNocarl.ashworth@contoso.example6 Oct 2026Never
Budget.xlsx mediumFinance / Documentsaccountant@hargreaves-partners.exampleLinkEditYesben.okafor@fabrikam.example12 Oct 202615 Nov 2026
Referral images/Case 4471 (folder)Imaging Archive / Documentsdr.lee@orthoclinic.exampleLinkViewYescarl.svensson@fabrikam.example18 Jul 202626 Sep 2026
Open day flyer.pdf mediumMarketing / DocumentsAnyone with the linkAnyone linkViewYesevelyn.shaw@fabrikam.example18 Jun 2026Never
holiday.jpg mediumOneDrive of anna.kowalski@fabrikam.exampleAnyone with the linkAnyone linkViewYesanna.kowalski@fabrikam.example20 Aug 20261 Jan 2099
Lab dockets (folder) mediumPatient Records / Documentsorders@dentallab.exampleDirectEditYesben.okafor@fabrikam.example8 Feb 2026Never
Treatment plans/Referral letters (folder) lowPatient Records / Documentsreferrals@cityhospital.exampleLinkViewYesanna.kowalski@fabrikam.example16 Sep 202624 Oct 2026
Policies/Safeguarding policy.pdfPractice Management / DocumentsEveryone in the organisationOrganisation linkViewNoanna.kowalski@fabrikam.example17 Aug 2026Never
Rotas (folder)Practice Management / DocumentsEveryone in the organisationOrganisation linkViewNocaroline.reyes@fabrikam.example1 Oct 2026Never
Client files/Hartley & Co (folder) lowClients / Documentsj.hartley@hartleyandco.exampleDirectViewYesann.patel@northwindtraders.example29 May 2026Never
Engagement letters/Engagement 2026.pdf lowClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.mendes@northwindtraders.example27 Aug 202628 Oct 2026
Payroll (folder)Clients / Documentscarol.mendes@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example20 Dec 2025Never
Payroll (folder)Clients / Documentserin.oneill@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example20 Dec 2025Never
Year end/Draft accounts FY26.xlsx mediumClients / Documentspartner@mason-legal.exampleLinkEditYesrobert.hughes@northwindtraders.example10 Oct 2026Never
Budget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNorobert.hughes@northwindtraders.example26 Sep 2026Never
Supplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.mendes@northwindtraders.example8 Jul 202611 Oct 2026
Brand assets (folder) mediumMarketing / DocumentsAnyone with the linkAnyone linkViewYeseve.sinclair@northwindtraders.example11 Sep 2025Never
Campaign video.mp4 highMarketing / DocumentsAnyone with the linkAnyone linkEditYeseve.sinclair@northwindtraders.example13 Oct 202610 Nov 2026
holiday.jpg mediumOneDrive of ann.patel@northwindtraders.exampleAnyone with the linkAnyone linkViewYesann.patel@northwindtraders.example20 Aug 20261 Jan 2099
Rotas/Rota October.xlsxOperations / Documentsmallory.price@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.example6 Oct 2026Never
Rotas/Rota October.xlsxOperations / Documentsdan.whitaker@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.example6 Oct 2026Never

Built from each client's latest collection with the same report as the client's own page. Select a client's name to open its report.