Folder-sharing roles in the Documents area

Refer to the table below for details on permissions for folder-sharing roles available.

To add roles, see current roles, and change roles for a folder, select the role and choose

Manage
Share

folder. All folders must be added by the firm for clients to access.

Action
Action	Owner Role/Permission	Contributor Role/Permission	Reviewer Role/Permission	None Role/Permission
See folder and contents	Yes	Yes	Yes	No
Scan	Yes	Yes	No	No
Add via drag and drop	Yes	Yes	No	No
Upload	Yes	Yes	No	No
Download	Yes	Yes	Yes	No
Rename files	Yes	Yes, but only those files that the contributor has added.	No	No
Delete files added by contact	Yes	Yes, but only those files that the contributor has added.	No	No
Delete files added by other users	Yes	No	No	No
Delete the selected folder	Yes	Yes, but only those folders that the contributor has added.	No	No
Share folders	Yes	No	No	No
Access Box through Onvio	Yes	Yes	No	No
Access Dropbox through Onvio	Yes	Yes	No	No
Access Google Drive through Onvio	Yes	Yes	No	No

This article applies to: