Permissions | Customer Portal

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

Level	Type	Description
1	See	Allows selected user to see that the object exists.
2	See Contents	Allows user to open the object in Read Only mode. Also allows: See
3	Modify	Allows user to open, edit and save the object to Content Server. Also allows: See, and See Contents
4	Edit Attributes	Allows user to edit the metadata of the object. Also allows: See, See Contents, and Modify
5	Reserve	Allows user to Reserve (and edit) the object. Also allows: See, See Contents, Modify, and Edit Attributes
6	Delete Versions	Allows user to delete versions of the object through Content Server. Also allows: See, See Contents, Modify, Edit Attributes, and Reserve
7	Delete	Allows user to delete the object through Content Server. Also allows: See, See Contents, Modify, Edit Attributes, Reserve, and Delete Versions
8	Edit Permissions	Allows the user to change permissions to the object. Also includes all other permissions for the user (highest permission).

Permissions from Windows Explorer

Update or View Permissions

From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, check or uncheck permission types for a user or group
Click the Save Changes button

Add User

From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, click Add User button
Toggle the Find by dropdown to select the type of search
Enter search criteria in the field to the right of the Find by dropdown
Click the Add User button
Update permissions for the added user
Click the Save Changes button

Add Group

From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, click Add Group button
Enter search criteria in the Group field
Click the Add Group button
Update permissions for the added group
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

From Windows Explorer, right-click on a file or folder to pop up the context menu
Select Records Management then Permissions
In the Permissions popup, find the row for the user or group that should be removed
Click the x on the row
Click the Save Changes button

Permissions from the Shinydrive Web App

Locate the file or folder in the Shinydrive Web App
Toggle the down arrow
Select Permissions
View or update permissions in the popup, as outlined in the “Permissions from Windows Explorer” section above.