Set File Sharing to Inherit Record Permissions

Set the default sharing permissions on files that are attached to records so that they inherit the sharing settings of the record. When enabled, a user who can edit a record can also edit the files on that record. This setting applies to files attached to records created manually from the Files related list and files attached in the record’s Chatter feed.

1. From Setup, enter Files in the QuickFind box.
2. Under Salesforce Files, choose General Settings.
3. Enable the preference Set file access to Set by Record for files attached to records.

With this preference enabled:

• Users with read/write access to a record or the Modify All Data permission on a record get Collaborator access to attached files.
• Users with read-only record access get Viewer access to attached files.

When the preference is disabled, all files attached to records default to viewer access.

Note Files uploaded by guest users can only be set to Viewer access.

Note

• Viewers can view, download, and share files.
• Collaborators can view, download, share, edit the file, and upload new versions.
• File owners and collaborators can change file permissions for people and groups.