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Collaborate with Everyone
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            Change File Access in Salesforce Classic

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            Change File Access in Salesforce Classic

            File owners and collaborators can change file permissions for people and groups.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Contact Manager Editions

            File owners can also change file permissions for files that are shared with their company.

            1. On a file detail page, click Share File | Sharing Settings.
            2. Find the person or group whose access you want to change, or change access for Any Chatter user in your company.
            3. Select Viewer, Collaborator, or No Access (for your company). Or, for files shared with records, change to Set by Record. The change happens immediately.
              • Viewers can view, download, and share files.
              • Collaborators can view, download, share, change permission, edit the file, and upload new versions.
              • Set by Library for a file in a library means that access to the file follows access to the library. This setting can’t be changed.
              • Set by Record for a file attached to a record means that access to the file follows access to the record. People with read/write access to the record have Collaborator access to the file. People with read-only access to the record have Viewer access to the file.
              • No Access means that only the people in your company with whom this file is shared can find or view the file. If the file is shared with a private group, only members of the group can find or view the file.
            Note
            Note
            • A file is shared with your company when it's posted:
              • To a feed that all users can see
              • To a profile
              • To a record
              • To a public group
              Any Chatter user in your company is given viewer permission by default. If you change the permission from viewer or collaborator to no access, you remove sharing to the company and to public groups.
            • When you share a file with someone, they are given Collaborator access by default. When you share a file with a group, the group members are given Viewer access by default. You can change the default access when you share a file for the first time. File owners and collaborators can change access after a file has been shared.

            See Also

             
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