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Permissions

As files and folders are created, Shinydrive assigns default (level 8) permissions to them, limiting who can view, edit, delete, or modify.

As files and folders are created, Shinydrive assigns default (level 8) permissions to them, limiting who can view, edit, delete, or modify.

Shinydrive permissions can be applied to individual users or groups.

Viewing and modifying Shinydrive permissions can be done via Windows Explorer or the Shinydrive Web App.

Permissions may already be in place on a folder or file. For example, if you do not have "See/See Contents" on a given file, you will not be able to see it in Shinydrive.

Permission Types

Permissions from Windows Explorer

Update or View Permissions

  1. From Windows Explorer, right-click on a file or folder to pop up the context menu

  2. Select Records Management then Permissions

  3. In the Permissions popup, check or uncheck permission types for a user or group

  4. Click the Save Changes button

Add User

  1. From Windows Explorer, right-click on a file or folder to pop up the context menu

  2. Select Records Management then Permissions

  3. In the Permissions popup, click Add User button

  4. Toggle the Find by dropdown to select the type of search

  5. Enter search criteria in the field to the right of the Find by dropdown

  6. Click the Add User button

  7. Update permissions for the added user

  8. Click the Save Changes button

Add Group

  1. From Windows Explorer, right-click on a file or folder to pop up the context menu

  2. Select Records Management then Permissions

  3. In the Permissions popup, click Add Group button

  4. Enter search criteria in the Group field

  5. Click the Add Group button

  6. Update permissions for the added group

  7. Click the Save Changes button

If the group being searched for does not appear, contact your ECM administrator to add the group to the Content Server.

Remove User or Group

  1. From Windows Explorer, right-click on a file or folder to pop up the context menu

  2. Select Records Management then Permissions

  3. In the Permissions popup, find the row for the user or group that should be removed

  4. Click the x on the row

  5. Click the Save Changes button

Permissions from the Shinydrive Web App

  1. Locate the file or folder in the Shinydrive Web App

  2. Toggle the down arrow

  3. Select Permissions

  4. View or update permissions in the popup, as outlined in the “Permissions from Windows Explorer” section above.