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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 2 of 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.

Ways in
  1. Link2
ClientFile or folderLocationWhoHowCanOutsideShared byShared onExpires
Contoso Legal LLP lowEngagement letters/Engagement 2026.pdfClients / Documentsaccounts@hartleyandco.exampleLinkViewYescarol.bennett@contoso.example27 Aug 202628 Oct 2026
Contoso Legal LLPSupplier contracts/Fabrikam MSA.pdfFinance / Documentslegal@fabrikam-supplies.exampleLinkViewYescarol.bennett@contoso.example8 Jul 202611 Oct 2026

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