CloudFiles Permissions
CloudFiles app comes with custom permissions that can be used to control the access to various features of the app. Additionally, we have created 3 permission sets based on commonly used combinations of these permissions. You can always modify these permission sets according to your needs.
- Create Folder - Allows user to create sub folders inside a record's connected folders. In the UI, it controls the visibility of following action
- Delete Files & Folders - Allows a user to delete a file or a folder from record page. This also deletes the files in the underlying external storage. In the UI, it controls the visibility of following actions
- Share Files & Folders - Allows a user to share files & folders externally, using a CloudFiles sharing link. For a file already shared, this permissions also controls the access for updating link settings
- Update Account Settings - Allows a user to update Account wide settings like name of the CloudFiles account, Billing, Defaults etc. It is recommended to assign this permission to only designated admin users
- Upload Files - Allows a user to upload files through the CloudFiles widget. In the UI, this permission controls the visibility of "Upload Files" button & "Drag and Drop" functionality
- View Analytics - If a file/folder is being shared externally using a CloudFiles link, this permission allows a user to view analytics like who is looking at the file/folder, how much time they're spending on it
- View Sharing Settings - If a file/folder is being shared externally using a CloudFiles link, this permission allows a user to view the settings of the link, like who can access the link, if there is a password on the link etc.
CloudFiles comes with 3 pre-packaged permission sets. You can always create a custom permission set using CloudFiles permissions described above. Here are the 3 permission sets -
- CloudFiles Admin User - This permission set is suitable for admins who should have access to all CloudFiles functionality within Salesforce, including billing. It contains all the permissions listed above
- CloudFiles Standard User - This permission set is suitable for all internal users(company employees) who should have access to all CloudFiles functionality except admin level features. It contains following permissions
- Connect or disconnect files & folder
- Create Folder
- Delete files & folders
- Share files & folder
- Upload Files
- View Analytics
- View Sharing Settings
- CloudFiles External User - This permission set is suitable for experience cloud users(community users). It contains following permissions
- Create Folder
- Delete files & folders
- Share files & folder
- Upload Files
- View Analytics
- View Sharing Settings
To reduce the setup time, CloudFiles automatically assigns following permission sets on installation -
- CloudFiles Admin User - This is assigned to all users with "System Administrator" profile
- CloudFiles Standard User - This is assigned to all internal users except administrator
You can change these assignments according to your needs. When new users are added to your Salesforce org, they would need to be assigned CloudFiles permission sets manually. You can also setup a flow to automatically do it when users are added. Please feel free to reach out to us for any help regarding this.
To manually assign permission sets, please follow the steps below
- Go to Setup > Permission Sets.
- Select appropriately among the CloudFiles Admin User, CloudFiles Standard User or CloudFiles External User permission set
- Click on Manage Assignments. Then Click Add Assignment. Choose the users you want to add the selected permission set for.
- Follow the prompts to finish the assignment process.