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Allow Private Files attached to Accounts & Contacts
Chatter & Files
Currently using the "Add Files" button on a Contact or Account means that all users who have access to that Contact or Account can now access that file - regardless if that file has been shared with them or not.
What seems to be the more nuanced sharing - by user, or chatter group - is now overwrriten by the access to that Contact record, which the file owner may not have immediate visibility to.
Better would be a more nuanced privacy setting for files attached to records - with two options upon upload to that record id/page
a) private (file can only be seen by users or groups file owner has shared with - but is accessible via some kind of link on Contact record)
b) inherit sharing of Record
Use Case: Organization works with a Contact, who has a medical issue. Since most users at the organization work with that contact daily, they all have access to his Contact record, including his email. phone, participation details. BUT the manager wants to upload a letter from his doctor for future management reference, that is private info that the other users with access to that contact record should not see.
- 1 year ago
- 2 years ago
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