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Compare any report across every client you look after.
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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.

Download PDFXLSXCSV

Who can access what 2 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.

Location: Practice Management / DocumentsRemove Clear filters
Ways in
  1. Organisation link2
ClientFile or folderLocationWhoHowCanOutsideShared byShared onExpires
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

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.