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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
ClientFile or folderLocationWhoHowCanOutsideShared byShared onExpires
Contoso Legal LLP lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesannabel.fraser@contoso.example25 May 2026Never
Contoso Legal LLP lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.bennett@contoso.example23 Aug 202624 Oct 2026
Contoso Legal LLPPayroll (folder)Clients / Documentscarol.bennett@contoso.exampleDirectEditNoannabel.fraser@contoso.example16 Dec 2025Never
Contoso Legal LLPPayroll (folder)Clients / Documentserin.gallagher@contoso.exampleDirectEditNoannabel.fraser@contoso.example16 Dec 2025Never
Contoso Legal LLP mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesbobby.marsh@contoso.example6 Oct 2026Never
Contoso Legal LLPBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNobobby.marsh@contoso.example22 Sep 2026Never
Contoso Legal LLPSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.bennett@contoso.example4 Jul 20267 Oct 2026
Contoso Legal LLP mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.lambert@contoso.example7 Sep 2025Never
Contoso Legal LLP highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYeseve.lambert@contoso.example9 Oct 20266 Nov 2026
Contoso Legal LLP mediumholiday.jpgOneDrive of annabel.fraser@contoso.exampleAnyone with the linkAnyone linkViewYesannabel.fraser@contoso.example20 Aug 20261 Jan 2099
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsmallory.hart@contoso.exampleLinkViewNocarl.ashworth@contoso.example2 Oct 2026Never
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsdan.redford@contoso.exampleLinkViewNocarl.ashworth@contoso.example2 Oct 2026Never
Fabrikam Dental Group mediumBudget.xlsxFinance / Documentsaccountant@hargreaves-partners.exampleLinkEditYesben.okafor@fabrikam.example8 Oct 202611 Nov 2026
Fabrikam Dental GroupReferral images/Case 4471 (folder)Imaging Archive / Documentsdr.lee@orthoclinic.exampleLinkViewYescarl.svensson@fabrikam.example14 Jul 202622 Sep 2026
Fabrikam Dental Group mediumOpen day flyer.pdfMarketing / DocumentsAnyone with the linkAnyone linkViewYesevelyn.shaw@fabrikam.example14 Jun 2026Never
Fabrikam Dental Group mediumholiday.jpgOneDrive of anna.kowalski@fabrikam.exampleAnyone with the linkAnyone linkViewYesanna.kowalski@fabrikam.example20 Aug 20261 Jan 2099
Fabrikam Dental Group mediumLab dockets (folder)Patient Records / Documentsorders@dentallab.exampleDirectEditYesben.okafor@fabrikam.example4 Feb 2026Never
Fabrikam Dental Group lowTreatment plans/Referral letters (folder)Patient Records / Documentsreferrals@cityhospital.exampleLinkViewYesanna.kowalski@fabrikam.example12 Sep 202620 Oct 2026
Fabrikam Dental GroupPolicies/Safeguarding policy.pdfPractice Management / DocumentsEveryone in the organisationOrganisation linkViewNoanna.kowalski@fabrikam.example13 Aug 2026Never
Fabrikam Dental GroupRotas (folder)Practice Management / DocumentsEveryone in the organisationOrganisation linkViewNocaroline.reyes@fabrikam.example27 Sep 2026Never
Northwind Traders lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesann.patel@northwindtraders.example25 May 2026Never
Northwind Traders lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.mendes@northwindtraders.example23 Aug 202624 Oct 2026
Northwind TradersPayroll (folder)Clients / Documentscarol.mendes@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example16 Dec 2025Never
Northwind TradersPayroll (folder)Clients / Documentserin.oneill@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example16 Dec 2025Never
Northwind Traders mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesrobert.hughes@northwindtraders.example6 Oct 2026Never
Northwind TradersBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNorobert.hughes@northwindtraders.example22 Sep 2026Never
Northwind TradersSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.mendes@northwindtraders.example4 Jul 20267 Oct 2026
Northwind Traders mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.sinclair@northwindtraders.example7 Sep 2025Never
Northwind Traders highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYeseve.sinclair@northwindtraders.example9 Oct 20266 Nov 2026
Northwind Traders mediumholiday.jpgOneDrive of ann.patel@northwindtraders.exampleAnyone with the linkAnyone linkViewYesann.patel@northwindtraders.example20 Aug 20261 Jan 2099
Northwind TradersRotas/Rota October.xlsxOperations / Documentsmallory.price@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.example2 Oct 2026Never
Northwind TradersRotas/Rota October.xlsxOperations / Documentsdan.whitaker@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.example2 Oct 2026Never

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