For organizations using Legacy Permissions, user access to Shared Files is determined by their permission sets within a program. Follow the steps listed below to learn how to add specific Shared Files to a permission set.
Step 1: Select the program
In the Administrator view, expand the Access Control category on the navigation bar and select 'Sites & Programs'.
Click the + icon next to a Site to view its existing programs. Then, click the eye icon next to the program you want to add Shared Files access to.
Step 2: Edit the permission set
Scroll down the program's page to the Permission Sets section, then click the eye icon next to the permission set you want to add Shared File access to.
Step 3: Add the permissions
Scroll down the page to the Permissions section, where the Forms tab will be open by default. Click Shared Files to open the tab.
The left column lists every Shared File category in your site. Click the arrow next to a category to expand a list of all Shared Files within that category.
Checking 'View' for a Shared File category will automatically grant access to all Shared Files within that category. Granting 'View' access to any Shared File also allows users to download the files.
Step 4: Save the permission set
After you've checked the desired boxes for each Shared File, click 'Save Record' in the Record Options palette to confirm your changes.
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