Data Organization and Shares

Sharing Data

11.2.1. Sharing data

You can share date with internal users or external partners with read or edit access by inviting those persons to a shared item. The persons will receive an invitation E-Mail. If an external partner accesses the data, the partner will automatically be logged in as guest user.

The following options exist:

When sharing items, internal users or external partners are granted certain permissions for the shared data.

Note the following:

How to share data with internal users or external partners:

  1. Select the app that should be used for sharing data. Select a folder in the folder view.

    In the Drive app, you can also select a folder or file in the display area.

    Note: Depending on the app, some folders can not be shared.

  2. Click the Actions iconnext to the folder name. Click on Share / Permissions. Click on Permissions in the E-Mail app.

    In the Drive app, you can also click on Share in the toolbar or use the context menu in the display area.

    The window for granting permissions opens.

  3. In Who can access this folder?, you can define whom to grant access to the data:

    • If you exclusively want to share the data with specific persons, select Invited people only.

    • If you want to share the data not only with specific persons, but with all persons who get a link to the data, select Anyone with the link and invited people.

  4. To invite the wanted persons, enter a name or an E-Mail address in Invite people.

    • To set a person's permission, select a user role in Invite as.

    • To adjust the user role of a person added, click on the assigned user role next to the person or on Details.

    • To remove a person's permission, click the Actions iconnext to the person. Click on Remove.

    If you invite persons, the Invitation message (optional) input field will be displayed. If required, enter a message.

    If you selected Anyone with the link and invited people, you can pass on the link by clicking on Copy link next to the link.

  5. In order to adjust the settings, click the Sharing options iconin the title bar. The following settings are available:

    Link options:

    • To set a time limit for the access to the shared data, select a time frame in Expiration.

    • To protect the access with a password, enter a password in Password (optional). If you send the public link per E-Mail, the E-Mail contains the password.

    • If a link should also include all subfolders, enable Share with subfolders.

    Invitation options

    • To automatically send a message to persons who are invited by you to a shared item, enable Send notification by email.

    • To also apply all changes to a share to subfolders, enable Apply to all subfolders.

Subordinated actions:

Related topics:

Parent topic: Sharing Data