The permission reports feature is currently in beta testing, and it will be fully released in the future. Contact your Customer Success Manager for more information.
Permission reports allow Workspace Owners to see what level of access selected groups and users have to the selected files and folders in your workspace. You can customize which users and groups and which files and folders are included in the report.
Create a permission report
Note: Permission reports record the state of permissions at the moment you create the report, so we recommend creating a report when other users aren't actively modifying permissions.
To create a permission report:
- In the top right, click your workspace name and select Settings to open the Workspace Settings.
- From the Permissions tab, select to include All files and folders or Selected files and folders. If you choose to include only Selected files and folders, type a file or folder name under Add files and folders and select it from the dropdown. You can add multiple files and folders to your selection.
Note: At this time, adding a folder to your selection will only add the folder itself, and not the contents within the folder.
- Then, select to include All users and groups or Selected users and groups in your report. If you choose to include only Selected users and groups, type a group or user name under Add groups or users and select it from the dropdown. You can add multiple groups and users to your selection.
- You can choose to Include section level permissions in your report by checking the box. By default, section level permissions will not be included.
- Click Create Report to finish. You'll receive an email once the report is complete.
Use the permission report
Once you've created a permission report, you'll receive an email with a link to download the report. This link will expire in 7 days. To view the report, click Download report.
The permission report is a .zip file that may need to be unzipped or extracted. Double-click the downloaded .zip file to open it and access the two .csv file types that make up the report.
- The Group Members .csv file breaks down the individual members of each group at the time the report was created.
- The Permission Report .csv covers the permissions that the selected users and groups have to the selected files and folders in your workspace.
Note: Depending on the amount of data, the permission report might be split into multiple .csv files. The files are numbered and the data continues across the files.
The Permission Report .csv includes the following information:
- Type: The content type (folder, image, document, sheet, etc.)
- File: The name of the file.
- File/Section Name: The name of the specific section or sheet in the file. If the file type is not a section or sheet, this will be the same as the file name.
- The level of access for each group and user in your report:
-
- o - Owner: Has full rights to the file and can manage permissions.
- e - Editor: Can make changes to the file.
- v - Viewer: Can view the file but cannot make any changes.
- x - No Access: Can't open or view the file.