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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 byExpires
Contoso Legal LLP lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesannabel.fraser@contoso.exampleNever
Contoso Legal LLP lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.bennett@contoso.example28 Oct 2026
Contoso Legal LLPPayroll (folder)Clients / Documentscarol.bennett@contoso.exampleDirectEditNoannabel.fraser@contoso.exampleNever
Contoso Legal LLPPayroll (folder)Clients / Documentserin.gallagher@contoso.exampleDirectEditNoannabel.fraser@contoso.exampleNever
Contoso Legal LLP mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesbobby.marsh@contoso.exampleNever
Contoso Legal LLPBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNobobby.marsh@contoso.exampleNever
Contoso Legal LLPSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.bennett@contoso.example11 Oct 2026
Contoso Legal LLP mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.lambert@contoso.exampleNever
Contoso Legal LLP highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYeseve.lambert@contoso.example10 Nov 2026
Contoso Legal LLP mediumholiday.jpgOneDrive of annabel.fraser@contoso.exampleAnyone with the linkAnyone linkViewYesannabel.fraser@contoso.example1 Jan 2099
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsmallory.hart@contoso.exampleLinkViewNocarl.ashworth@contoso.exampleNever
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsdan.redford@contoso.exampleLinkViewNocarl.ashworth@contoso.exampleNever
Fabrikam Dental Group mediumBudget.xlsxFinance / Documentsaccountant@hargreaves-partners.exampleLinkEditYesben.okafor@fabrikam.example15 Nov 2026
Fabrikam Dental GroupReferral images/Case 4471 (folder)Imaging Archive / Documentsdr.lee@orthoclinic.exampleLinkViewYescarl.svensson@fabrikam.example26 Sep 2026
Fabrikam Dental Group mediumOpen day flyer.pdfMarketing / DocumentsAnyone with the linkAnyone linkViewYesevelyn.shaw@fabrikam.exampleNever
Fabrikam Dental Group mediumholiday.jpgOneDrive of anna.kowalski@fabrikam.exampleAnyone with the linkAnyone linkViewYesanna.kowalski@fabrikam.example1 Jan 2099
Fabrikam Dental Group mediumLab dockets (folder)Patient Records / Documentsorders@dentallab.exampleDirectEditYesben.okafor@fabrikam.exampleNever
Fabrikam Dental Group lowTreatment plans/Referral letters (folder)Patient Records / Documentsreferrals@cityhospital.exampleLinkViewYesanna.kowalski@fabrikam.example24 Oct 2026
Fabrikam Dental GroupPolicies/Safeguarding policy.pdfPractice Management / DocumentsEveryone in the organisationOrganisation linkViewNoanna.kowalski@fabrikam.exampleNever
Fabrikam Dental GroupRotas (folder)Practice Management / DocumentsEveryone in the organisationOrganisation linkViewNocaroline.reyes@fabrikam.exampleNever
Northwind Traders lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesann.patel@northwindtraders.exampleNever
Northwind Traders lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.mendes@northwindtraders.example28 Oct 2026
Northwind TradersPayroll (folder)Clients / Documentscarol.mendes@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.exampleNever
Northwind TradersPayroll (folder)Clients / Documentserin.oneill@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.exampleNever
Northwind Traders mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesrobert.hughes@northwindtraders.exampleNever
Northwind TradersBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNorobert.hughes@northwindtraders.exampleNever
Northwind TradersSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.mendes@northwindtraders.example11 Oct 2026
Northwind Traders mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.sinclair@northwindtraders.exampleNever
Northwind Traders highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYeseve.sinclair@northwindtraders.example10 Nov 2026
Northwind Traders mediumholiday.jpgOneDrive of ann.patel@northwindtraders.exampleAnyone with the linkAnyone linkViewYesann.patel@northwindtraders.example1 Jan 2099
Northwind TradersRotas/Rota October.xlsxOperations / Documentsmallory.price@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.exampleNever
Northwind TradersRotas/Rota October.xlsxOperations / Documentsdan.whitaker@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.exampleNever

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.