Sharing is the most restrictive and private way to share records. Sharing allows you to grant access to selected records in the My Files workspace and restrict that access to specific archives while remaining privately stored in your Permanent Archive. The records you choose to share are only visible in the Shares workspace of the archives you select.
Sharing a File or Folder with Another Archive
To check your access role for an archive, open the archive and look at the left side of your screen. Under the Profile Photo and Archive name, you will see your access role. You must be a Manager or an Owner of the archive to share files.
Once you have verified that you have permission to share materials in the archive, navigate to your My Files Workspace by clicking My Files on the left side of your screen. You can only share files in your My Files workspace, as files in your Public workspace are already shared publicly on the internet.
Next, select the file or folder you wish to share with another archive by clicking on it. The file or folder will highlight yellow, and a toolbar will appear at the top of your screen. Click the Share button.
A new window will appear. Enter the email address of the owner of the archive you want to share with. The default archive
associated with that account will appear in the search list. If this is the archive you want to share with, click the name of the archive to share the file or folder with that archive. Please note that archive names will only appear in the search list if you have previously shared with the archive or established a relationship between your archive and that archive.
Once you have selected the archive you wish to share with, you can set the archive's access role for the file or folder with the drop down next to the archive name. Learn more about access roles here.
Share Via Link
You can also create a link to send to someone via text or email to invite people to access a file or folder in your archive. To generate a link, find the file or folder you wish to share, then select it by clicking on it. In the new toolbar that appears, click the Share button. A new window will appear where you can enter in the archive name or email address, or you can choose to create a Share Link. Click "Create."
You will now see the URL for the Share Link along with a couple of settings for the link:
- Share Preview: if the Share Preview is on, anyone logged into Permanent with the link can view a preview of the content you have shared. If the Share Preview is off, they will not see the content until they have accepted the share invite
- Auto Approve: If the Auto Approve is on, anyone logged into Permanent with the link will automatically be granted access to your shared file. If the Auto Approve is off, you will receive a notification that the person is requesting access to the shared file, and you will have to approve the share.
- Link Expiration: Set the expiration date for the share link. If Never is selected, the link will always be active. If you choose to have an expiration date for the link, the Share Link will stop working after the expiration date has been reached.
Once you've customized the settings to your liking, you can copy the Share Link and share it through text message, email, or however you wish to send it to others.
If you change your mind and wish to revoke access through this link, you can click the Remove Link button to deactivate the link.
Manage a Shared File or Folder
If a file or folder in your archive is shared with another archive, you will see an icon near the file name that indicates that it has been shared. In the example below, the first two files have been shared, but the third has not.
To view and manage which archives have access to a file or folder, select the file or folder, then navigate to the Sharing tab on the right side of your screen.
If you wish to change an archive's access role, or remove an archive's access to the file, click the Manage button in the Sharing tab. You can also click the Share button on the File Action Toolbar at the top of your workspace. A new window will appear.
To change an archive's access role, or to remove them from the shared file, find the archive's name and then click the drop down next to it. You can change the access role, or click Remove to remove their access to the file.