Managing access to files and folders
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Prerequisites
- Access to the Drive (DR001) menu.
- User connected with editor permission on the file.
Introduction
The access management feature in SoftExpert Drive allows full control over the sharing performed. Through this option, you can view the access granted to files and folders, add new recipients, change permissions already assigned, or remove access, according to the need of each situation.
Change or remove access
1. Access the Drive (DR001) menu in the My drive view.
2. Place the mouse cursor over the file or folder and expand the 
button that will be enabled.
3. Click the Manage access option so that the management screen is opened.
4. Expand the permission visible in the user's row and select the new option, as shown in the image below:
5. Click Finish to complete.
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 within the folder will also automatically inherit the defined permissions.
Add new access
1. Access the Drive (DR001) menu in the My drive view.
2. Place the mouse cursor over the file or folder and expand the button that will be enabled.
3. Click the Manage access option so that the management screen is opened.
4. Click 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 folder.
6. In the Permission field, select whether the group will have editor or viewer access.
7. In the selection panel, select the desired group according to the chosen access type.
8. Click Add to complete.
Viewer and editor permissions
Currently, the viewer and editor permissions are available. For file-type records, only the viewer permission can be assigned. For folder-type records, you can assign both the viewer and the editor permission.
The viewer permission allows the user to:
- View the record
- Download the record
The editor permission allows the user to:
- View the record
- Download the record
- Share the record
- Manage access
- Rename the record
- Create new records
- Move the record
- Copy the record
Conclusion
Access management in SoftExpert Drive ensures flexibility and control over shared records. The possibility of reviewing and adjusting the assigned permissions ensures that files are always accessible only to the correct people, according to the organization's definitions.