Practical digital skills

Share a file with the right access

Choose recipients and permissions, test the link and know how to remove access later.

Step-by-step guideUpdated
Follow the method ↓
A person checks file sharing permissions before sending a link

The answer in 30 seconds

A sharing link is convenient, but a viewer, commenter and editor can do different things. Folder permissions and organisation settings may also affect the result.

Decide who needs the file and what they must do with it, give the narrowest suitable permission, test with the intended recipient and note where access can be changed or revoked.

Examples to adapt

Sending a document for review

Give a named colleague comment access if feedback is needed but editing the original is not.

Publishing a handout

Check whether anyone with the link may view it and whether personal details are present.

Ending a project

Review old collaborators and public links, then remove access that is no longer needed.

Follow the method

  1. 1
    Check the file

    Remove details the recipient should not receive and verify you selected the current version.

  2. 2
    Choose recipients

    Prefer named people or a defined group when a public link is unnecessary.

  3. 3
    Set a role

    Give view, comment or edit access according to the work the recipient must perform.

  4. 4
    Test access

    Open the link from the recipient's perspective or ask them to confirm it works without exposing more than intended.

  5. 5
    Review and revoke

    Find the sharing settings again after the task and remove unneeded people or broad link access.

A checklist to keep

Use these checks to record what you found. The grid supports a decision; it does not make one for you.

Share a file with the right access: checklist
CheckWhat to examineAction
FileCorrect version and no unnecessary detailsCheck
AudienceNamed people, group or anyone with linkChoose
RoleView, comment or editLimit
TestCan the intended person open it?Confirm
ReviewWhere will access be removed?Record

Download the CSV checklist

Free, no sign-up. UTF-8 text with semicolon-separated columns.

What to check

Sharing a folder can grant access to files inside it.

An editor may be able to change more than the document text, depending on the service's settings.

A link sent privately can still be forwarded if access is set to anyone with the link.

Common questions

Should everyone get edit access?

No. Use the least powerful role that lets each person complete the task.

Does deleting the message revoke access?

Usually the file's sharing settings control access. Review or remove permission there rather than assuming the message is the only copy of the link.

Sources and documentation

Documentation consulted on . Examples are illustrative; interfaces and results may change.

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