Share a File or Folder

Share a file or folder with another user or team.

The updates made to your shared file will be available for you automatically.
Share a file or folder with the following fixed roles:
  • Owner: User can execute, view, read, update, download it to you local system, mark it as favorite, share it a another user, and delete the shared files.
  • Editor: User can execute the file, view, read, update, download it to you local system, and mark it as favorite.
  • Viewer: User can view, read, download files to you local system, and also mark it as favorite.
You can always add or remove roles from a fixed role as necessary, however this creates a Custom role.
The list of users and teams and their roles are displayed in the Shared tab:

  1. Click from your Favorite Apps on the home page.
    The Files tab is displayed.
  2. Choose one of the following options:
    • Hover over a file or folder, click > Share.
    • Select the file or folder, click Share on the Action Ribbon.
    • Right-click the file or folder and then click Share.
    The Share dialog box is displayed.
    Figure 1. Share File or Folder

  3. To share a file or folder with a user:
    1. For Add User, begin entering the user name of a user with whom you would like to share.
      A list of matching user names are displayed.
      Figure 2. Matching Users


    2. Select a user from the list.
    3. Repeat the previous steps to share with additional users.
  4. To share a file or folder with a team:
    1. For Add Team, begin entering the name of the team with whom you would like to share.
      A list of matches are displayed.
      Figure 3. Matching Teams

      Matching Teams
    2. Select a team from the list.
    3. Repeat the previous steps to share with additional teams.
  5. For Select Role, assign permissions to the file or folder by choosing a role.
    • Editor: User can execute, read, update, download, add as a favourite, and view details.
    • Owner: Provides full permissions for a user. This includes Editor role and additionally, user can share and delete the file or folder.
    • Viewer: User can read, view, download, and add it as their favourite file or folder.
    • Custom: This role appears when you modify the default permissions of the above default roles.
  6. Click Submit.
    The selected file or folder is shared and a notification is displayed.