Sharing & Permissions

Control who can access your files with Vault’s sharing and permission system.

Permission Levels

Level	Can View	Can Edit	Can Delete	Can Share
Viewer	✅	❌	❌	❌
Editor	✅	✅	❌	❌
Admin	✅	✅	✅	✅
Owner	✅	✅	✅	✅

Sharing with Team Members

Share a File

1. Right-click the file or click the menu (⋮)
2. Select Share
3. Enter team member names or emails
4. Select permission level
5. Click Share

Share a Folder

Sharing a folder shares all contents:

1. Right-click the folder
2. Select Share
3. Add team members
4. Set permissions
5. Click Share

Note

Files added to a shared folder automatically inherit the folder’s sharing settings.

Managing Access

View Current Sharing

1. Click the share icon on any file or folder
2. See the list of people with access
3. View their permission levels

Change Permissions

1. Open the share dialog
2. Click the permission dropdown next to a person’s name
3. Select the new permission level
4. Changes apply immediately

Remove Access

1. Open the share dialog
2. Click the X next to the person’s name
3. Confirm removal

Inherited Permissions

Permissions flow down the folder hierarchy:

📁 Project Alpha (Shared with Marketing Team)
├── 📁 Documents (Inherits sharing)
│   └── 📄 Brief.pdf (Inherits sharing)
└── 📁 Confidential (Can override)

Override Inherited Permissions

To restrict access to a subfolder:

1. Open the subfolder’s share settings
2. Toggle Inherit parent permissions off
3. Set custom permissions

External Sharing

Share files with people outside your organization:

Share Links

1. Open the share dialog
2. Click Copy Link
3. Choose link settings:
   • Anyone with link
   • Only people in my organization
4. Set optional expiration date
5. Share the link

Caution

Be careful with “Anyone with link” sharing. Consider setting an expiration date for sensitive files.

Link Settings

Setting	Description
Expiration	Link becomes invalid after date
Password	Require password to access
Download	Allow or prevent downloads
View only	Prevent copying text/images

Ownership

File Owner

The person who uploaded a file is the owner by default. Owners can:

• Grant and revoke all access
• Transfer ownership
• Delete the file permanently

Transfer Ownership

1. Open file settings
2. Click Transfer Ownership
3. Select the new owner
4. Confirm transfer

Shared With Me

Access files others have shared with you:

1. Click Shared with me in the Vault sidebar
2. Browse files and folders shared with you
3. Filter by owner or date shared

Best Practices

1. Share folders, not files: Easier to manage permissions
2. Use appropriate permission levels: Give minimum necessary access
3. Review sharing regularly: Remove access when no longer needed
4. Set expiration for external links: Prevent stale links
5. Use descriptive folder names: Help collaborators find things

Troubleshooting

”You don’t have permission”

• The file owner may need to grant you access
• Check if you’re logged into the correct account
• Ask an admin to verify your permissions

Can’t share with someone

• Verify they have a Futurity account
• Check if your organization allows external sharing
• Ensure you have sharing permissions on the file

Next Steps

• User management for admins
• Understanding roles and permissions