Change File Access in Salesforce Classic
- On a file detail page, click Share File | Sharing Settings.
- Find the person or group whose access you want to change or change access for Any Chatter user in your company.
- Select Viewer, Collaborator, orNo Access (for your company). Or, for files shared with records, change to Set by Record. The change happens immediately.Viewers can view, download, and share files.Collaborators can view, download, share, change permission, edit the file, and upload new versions.Set by Library for a file in a library means that access to the file follows access to the library. This setting can’t be toggled.Set by Record for a file attached to a record means that access to the file follows access to the record. People with read/write access to the record have Collaborator access to the file. People with read-only access to the record have Viewer access to the file.No Access means that only the people in your company with whom this file is shared can find or view the file. If the file is shared with a private group, only members of the group can find or view the file.
- Viewers can view, download, and share files.
- Collaborators can view, download, share, change permission, edit the file, and upload new versions.
- Set by Library for a file in a library means that access to the file follows access to the library. This setting can’t be toggled.
- Set by Record for a file attached to a record means that access to the file follows access to the record. People with read/write access to the record have Collaborator access to the file. People with read-only access to the record have Viewer access to the file.
- No Access means that only the people in your company with whom this file is shared can find or view the file. If the file is shared with a private group, only members of the group can find or view the file.