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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

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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.

ClientFile or folderLocationWhoHowCanOutsideShared byShared onExpires
Contoso Legal LLP lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesannabel.fraser@contoso.example26 May 2026Never
Contoso Legal LLP lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.bennett@contoso.example24 Aug 202625 Oct 2026
Contoso Legal LLPPayroll (folder)Clients / Documentscarol.bennett@contoso.exampleDirectEditNoannabel.fraser@contoso.example17 Dec 2025Never
Contoso Legal LLPPayroll (folder)Clients / Documentserin.gallagher@contoso.exampleDirectEditNoannabel.fraser@contoso.example17 Dec 2025Never
Contoso Legal LLP mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesbobby.marsh@contoso.example7 Oct 2026Never
Contoso Legal LLPBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNobobby.marsh@contoso.example23 Sep 2026Never
Contoso Legal LLPSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.bennett@contoso.example5 Jul 20268 Oct 2026
Contoso Legal LLP mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.lambert@contoso.example8 Sep 2025Never
Contoso Legal LLP highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYeseve.lambert@contoso.example10 Oct 20267 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.example3 Oct 2026Never
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsdan.redford@contoso.exampleLinkViewNocarl.ashworth@contoso.example3 Oct 2026Never
Fabrikam Dental Group mediumBudget.xlsxFinance / Documentsaccountant@hargreaves-partners.exampleLinkEditYesben.okafor@fabrikam.example9 Oct 202612 Nov 2026
Fabrikam Dental GroupReferral images/Case 4471 (folder)Imaging Archive / Documentsdr.lee@orthoclinic.exampleLinkViewYescarl.svensson@fabrikam.example15 Jul 202623 Sep 2026
Fabrikam Dental Group mediumOpen day flyer.pdfMarketing / DocumentsAnyone with the linkAnyone linkViewYesevelyn.shaw@fabrikam.example15 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.example5 Feb 2026Never
Fabrikam Dental Group lowTreatment plans/Referral letters (folder)Patient Records / Documentsreferrals@cityhospital.exampleLinkViewYesanna.kowalski@fabrikam.example13 Sep 202621 Oct 2026
Fabrikam Dental GroupPolicies/Safeguarding policy.pdfPractice Management / DocumentsEveryone in the organisationOrganisation linkViewNoanna.kowalski@fabrikam.example14 Aug 2026Never
Fabrikam Dental GroupRotas (folder)Practice Management / DocumentsEveryone in the organisationOrganisation linkViewNocaroline.reyes@fabrikam.example28 Sep 2026Never
Northwind Traders lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesann.patel@northwindtraders.example26 May 2026Never
Northwind Traders lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.mendes@northwindtraders.example24 Aug 202625 Oct 2026
Northwind TradersPayroll (folder)Clients / Documentscarol.mendes@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example17 Dec 2025Never
Northwind TradersPayroll (folder)Clients / Documentserin.oneill@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example17 Dec 2025Never
Northwind Traders mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesrobert.hughes@northwindtraders.example7 Oct 2026Never
Northwind TradersBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNorobert.hughes@northwindtraders.example23 Sep 2026Never
Northwind TradersSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.mendes@northwindtraders.example5 Jul 20268 Oct 2026
Northwind Traders mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.sinclair@northwindtraders.example8 Sep 2025Never
Northwind Traders highCampaign video.mp4Marketing / DocumentsAnyone with the linkAnyone linkEditYeseve.sinclair@northwindtraders.example10 Oct 20267 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.example3 Oct 2026Never
Northwind TradersRotas/Rota October.xlsxOperations / Documentsdan.whitaker@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.example3 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.