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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 onExpires
Contoso Legal LLP lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYes29 May 2026Never
Contoso Legal LLP lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYes27 Aug 202628 Oct 2026
Contoso Legal LLPPayroll (folder)Clients / Documentscarol.bennett@contoso.exampleDirectEditNo20 Dec 2025Never
Contoso Legal LLPPayroll (folder)Clients / Documentserin.gallagher@contoso.exampleDirectEditNo20 Dec 2025Never
Contoso Legal LLP mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYes10 Oct 2026Never
Contoso Legal LLPBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNo26 Sep 2026Never
Contoso Legal LLPSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYes8 Jul 202611 Oct 2026
Contoso Legal LLP mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYes11 Sep 2025Never
Contoso Legal LLP highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYes13 Oct 202610 Nov 2026
Contoso Legal LLP mediumholiday.jpgOneDrive of annabel.fraser@contoso.exampleAnyone with the linkAnyone linkViewYes20 Aug 20261 Jan 2099
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsmallory.hart@contoso.exampleLinkViewNo6 Oct 2026Never
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsdan.redford@contoso.exampleLinkViewNo6 Oct 2026Never
Fabrikam Dental Group mediumBudget.xlsxFinance / Documentsaccountant@hargreaves-partners.exampleLinkEditYes12 Oct 202615 Nov 2026
Fabrikam Dental GroupReferral images/Case 4471 (folder)Imaging Archive / Documentsdr.lee@orthoclinic.exampleLinkViewYes18 Jul 202626 Sep 2026
Fabrikam Dental Group mediumOpen day flyer.pdfMarketing / DocumentsAnyone with the linkAnyone linkViewYes18 Jun 2026Never
Fabrikam Dental Group mediumholiday.jpgOneDrive of anna.kowalski@fabrikam.exampleAnyone with the linkAnyone linkViewYes20 Aug 20261 Jan 2099
Fabrikam Dental Group mediumLab dockets (folder)Patient Records / Documentsorders@dentallab.exampleDirectEditYes8 Feb 2026Never
Fabrikam Dental Group lowTreatment plans/Referral letters (folder)Patient Records / Documentsreferrals@cityhospital.exampleLinkViewYes16 Sep 202624 Oct 2026
Fabrikam Dental GroupPolicies/Safeguarding policy.pdfPractice Management / DocumentsEveryone in the organisationOrganisation linkViewNo17 Aug 2026Never
Fabrikam Dental GroupRotas (folder)Practice Management / DocumentsEveryone in the organisationOrganisation linkViewNo1 Oct 2026Never
Northwind Traders lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYes29 May 2026Never
Northwind Traders lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYes27 Aug 202628 Oct 2026
Northwind TradersPayroll (folder)Clients / Documentscarol.mendes@northwindtraders.exampleDirectEditNo20 Dec 2025Never
Northwind TradersPayroll (folder)Clients / Documentserin.oneill@northwindtraders.exampleDirectEditNo20 Dec 2025Never
Northwind Traders mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYes10 Oct 2026Never
Northwind TradersBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNo26 Sep 2026Never
Northwind TradersSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYes8 Jul 202611 Oct 2026
Northwind Traders mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYes11 Sep 2025Never
Northwind Traders highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYes13 Oct 202610 Nov 2026
Northwind Traders mediumholiday.jpgOneDrive of ann.patel@northwindtraders.exampleAnyone with the linkAnyone linkViewYes20 Aug 20261 Jan 2099
Northwind TradersRotas/Rota October.xlsxOperations / Documentsmallory.price@northwindtraders.exampleLinkViewNo6 Oct 2026Never
Northwind TradersRotas/Rota October.xlsxOperations / Documentsdan.whitaker@northwindtraders.exampleLinkViewNo6 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.