The permission report 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 and Content Managers to see what level of access individual users and users in any selected groups 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. If you add folders, the contents of the folder will also be included.
- 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. If including a group in your permission report, the report will show the permissions per user in that group.
- 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 created.
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.
After clicking Download report in the email, double-click the downloaded .zip file to unzip and access the Permissions Report.csv file.
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 Permissions Report.csv file includes the following information:
- File Type: The content type (folder, image, document, sheet, etc.)
- File Path: The location 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.
- User: The user who has permissions to the file
- Permission: The permission that the user has