Customer Center
Help Topics
Self-Help Guides
Home > SmartVault Portal > SmartVault Portal How-To Guides > What is Read, Write, Create, Delete?

What is Read, Write, Create, Delete?



Overview

You can use SmartVault to secure file share folders that contain documents with other users. You can secure file share folders with both users inside your company, such as employees, as well as with users outside of your company, such as clients.

 
When you share a folder with someone, you are granting a license (User, Client or Guest), you are allowing them access to a folder or folders, and you are assigning permissions (Read, Create, Write and/or Delete) on the folder or folders that you are sharing with them.
 
For example, when you share a folder with an employee of your company, you will first grant that person a User license, then assign them access to a folder or folders, and finally decide which permissions to give them on the folder or folders.
 
If you are sharing with someone outside of your company, you will assign them a Guest license, grant access to the folder or folders you are sharing with them, and decide which permissions to give to them. It may help to think of the process of sharing (or adding a user) as Grant, Allow, and Assign. For all users you are adding or inviting and sharing with, you will first grant a license, then allow access to the folder(s), and lastly, decide which permissions on that folder you want them to have.

Feature

SmartVault provides the following access permissions for you to use when you share a folder:

 
Full Access
Allows users to view the folder, view all the documents in the folder, download any document in the folder, edit the contents of, or modify the properties of, any document in the folder, upload documents into the folder, and delete the folder or any online document storage in the folder.
  • Full Access is equivalent to being given Read, Write, Create, and Delete access to a folder.

 



READ

Allows users to view the folder, view all the documents in the folder, and download any document in the folder.
  • The user can view all the documents in the folder and view document properties, such as document creation date.
  • The user can email someone a link to any document in the folder.
  • The user can download any document in the folder.

WRITE     
Allows users to edit the contents of, or modify the properties of, any document in the folder.
Note: The user can edit or overwrite an existing document, but cannot upload a new document.
Note: Guests and Clients cannot rename folders even if you give them Write permissions, but they can rename files.
  • The user can open a document using the SmartVault Drive (or a mapped drive from a Mac, iPad, or smart phone), make changes to the document, and save it back to the folder.
  • The user can rename the folder.
  • The user can change the name or description of any document in the folder.

CREATE   
Allows users to upload documents into the folder.
Note: Guests and Clients cannot create folders even if you give them Create permissions.
  • The user can upload a new document to the folder.
  • The user can create a new folder (subfolder) inside the current folder.

DELETE 
Allows users to delete the folder or any document stored in the folder.
Note: Guests and Clients cannot delete folders even if you give them Delete permissions, but they can delete files.
  • The user can delete any or all documents in the folder.
  • The user can delete the folder itself, as long as the user also has Delete permissions on all the subfolders in the folder hierarchy.

Benefits

When you share folders, you specify exactly who you want to have access to the folder. Only the people that you specify can see the folder and any documents stored in the folder.

 

Considerations

Your SmartVault user ID must be a member of the SmartVault Administrators group or a member of the Vault Managers group for the vault that contains the documents you want to share before you can share folders. If you opened the SmartVault account, by default you are a SmartVault Administrator and you can share vaults and folders. If you did not open the SmartVault account but you want to be able to share folders, ask the person who opened the account or another SmartVault Administrator in the account to make you a SmartVault Administrator or Vault Manager.

You must to post a comment.
Last modified
16:31, 17 Oct 2016

Tags

This page has no custom tags.

Classifications

This page has no classifications.