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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 20 of 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.

ClientFile or folderLocationWhoHowCanOutsideShared byShared onExpires
Contoso Legal LLP lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesannabel.fraser@contoso.example29 May 2026Never
Contoso Legal LLPPayroll (folder)Clients / Documentscarol.bennett@contoso.exampleDirectEditNoannabel.fraser@contoso.example20 Dec 2025Never
Contoso Legal LLPPayroll (folder)Clients / Documentserin.gallagher@contoso.exampleDirectEditNoannabel.fraser@contoso.example20 Dec 2025Never
Contoso Legal LLP mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesbobby.marsh@contoso.example10 Oct 2026Never
Contoso Legal LLPBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNobobby.marsh@contoso.example26 Sep 2026Never
Contoso Legal LLP mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.lambert@contoso.example11 Sep 2025Never
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsmallory.hart@contoso.exampleLinkViewNocarl.ashworth@contoso.example6 Oct 2026Never
Contoso Legal LLPRotas/Rota October.xlsxOperations / Documentsdan.redford@contoso.exampleLinkViewNocarl.ashworth@contoso.example6 Oct 2026Never
Fabrikam Dental Group mediumOpen day flyer.pdfMarketing / DocumentsAnyone with the linkAnyone linkViewYesevelyn.shaw@fabrikam.example18 Jun 2026Never
Fabrikam Dental Group mediumLab dockets (folder)Patient Records / Documentsorders@dentallab.exampleDirectEditYesben.okafor@fabrikam.example8 Feb 2026Never
Fabrikam Dental GroupPolicies/Safeguarding policy.pdfPractice Management / DocumentsEveryone in the organisationOrganisation linkViewNoanna.kowalski@fabrikam.example17 Aug 2026Never
Fabrikam Dental GroupRotas (folder)Practice Management / DocumentsEveryone in the organisationOrganisation linkViewNocaroline.reyes@fabrikam.example1 Oct 2026Never
Northwind Traders lowClient files/Hartley & Co (folder)Clients / Documentsj.hartley@hartleyandco.exampleDirectViewYesann.patel@northwindtraders.example29 May 2026Never
Northwind TradersPayroll (folder)Clients / Documentscarol.mendes@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example20 Dec 2025Never
Northwind TradersPayroll (folder)Clients / Documentserin.oneill@northwindtraders.exampleDirectEditNoann.patel@northwindtraders.example20 Dec 2025Never
Northwind Traders mediumYear end/Draft accounts FY26.xlsxClients / Documentspartner@mason-legal.exampleLinkEditYesrobert.hughes@northwindtraders.example10 Oct 2026Never
Northwind TradersBudget 2027.xlsxFinance / DocumentsEveryone in the organisationOrganisation linkViewNorobert.hughes@northwindtraders.example26 Sep 2026Never
Northwind Traders mediumBrand assets (folder)Marketing / DocumentsAnyone with the linkAnyone linkViewYeseve.sinclair@northwindtraders.example11 Sep 2025Never
Northwind TradersRotas/Rota October.xlsxOperations / Documentsmallory.price@northwindtraders.exampleLinkViewNocarl.jensen@northwindtraders.example6 Oct 2026Never
Northwind TradersRotas/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.