Folder-sharing roles
Refer to the table following 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 then
Manage
, then Share Folder
. The firm needs to add all folders for clients to access.Action | Role/Permission | |||
|---|---|---|---|---|
Owner | Contributor | Reviewer | None | |
See folder and contents | Yes | Yes | Yes | No |
Add subfolder | Yes, firm needs to add all folders for clients to access. | Yes | No | 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 |
Move | Yes | Yes, but only those files or folders that the contributor has added. | No | No |
Copy | Yes | Yes | Yes, but only if the contact is designated as an Owner or Contributor for the destination folder. | No |
Rename files | Yes | Yes, but only those files that the contributor has added. | No | No |
Rename folders | Yes | No | 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 people | 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 |
