Managing access to files and folders
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Prerequisites
- Access to the Drive (DR001) menu.
- Logged user with editor permission on the file.
Introduction
The access management feature in SoftExpert Drive allows for fully controlling anything that is shared. Through this option, it is possible to view granted access to files and folders, add new addressees, edit already assigned permissions, or remove them, depending on the needs of each situation.
Editing or removing access
1. From the Drive (DR001) menu, access the My drive vision.
2. Hover the mouse over the file or folder and expand the 
button that will be enabled.
3. Click on the Manage access option to open the management screen.
4. Expand the permission displayed on the user row and select the new option, as shown in the image below:
5. Click on Finish to complete the process.
When a folder has its permissions changed, all records contained in it inherit these permissions, in addition to those assigned directly to each item. Likewise, new records created inside the folder will also automatically inherit the defined permissions.
Adding new access
1. From the Drive (DR001) menu, access the My drive vision.
2. Hover the mouse over the file or folder and expand the button that will be enabled.
3. Click on the Manage access option to open the management screen.
4. Click on the Add button to add an access.
5. In the Access type field, define the group of users that will have access to the file or the folder.
6. In the Permission field, select whether the group will have editor or viewer access.
7. From the selection panel, choose the desired group, according to the intended access type.
8. Click on Add to finish.
Viewer and editor permissions
Currently, the viewer and editor permissions are available. For file-type records, only the viewer permission can be granted. As for folder-type records, it is possible to grant both the viewer and editor permissions.
The viewer permission allows users to:
- View records
- Download records
The editor permission allows users to:
- View records
- Download records
- Share records
- Manage access
- Rename records
- Create new records
- Move records
- Copy records
Conclusion
Access management in SoftExpert Drive ensures flexibility and control over shared records. The possibility of reviewing and adjusting granted permissions ensures that files can always be accessed only by the right people, in accordance with the organization's definitions.