How to share a file with a MySafe user
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How to share a file with a MySafe user

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Article summary

This document provides a step-by-step guide on how to share a file with a user who has a MySafe account.

Requirements

  • An active file and valid users. For more information, access the document on How to add a file.
Info

For more information on how to temporarily share an item with a user who doesn’t have a MySafe account, access the document on How to manage external sharing of an item.


Share a file with a MySafe user

To share a file with another registered MySafe user, follow the steps below:

  1. On senhasegura, in the upper-left corner, click the Grid Menu, represented by the nine squares, and select MySafe.

  2. In the side menu, select Files.

  3. From the list, locate the file you want to share.

  4. In the Action column, click the three vertical dots icon and select Share.

  5. On the Share screen, select the Internal card, represented by the computer icon.

  6. In the sharing window, you can search for users by name, username, email address or groups (private or user groups).

    Info

    You need to configure MySafe's Private groups for them to appear in the sharing search.

  7. Once the user(s) and/or group(s) found appear on the Share screen, select the sharing permissions:

    1. Can view:this checkbox grants viewing permission to the selected user. By default, this checkbox is marked whenever a file is shared with another user.
    2. Can edit: check this box to grant editing permission to the selected user.
    Attention

    Users with editing permission can disable the file.

    Info

    To remove a user and/or group, click the trash icon for the respective user and/or group.

  8. Click Share.

The message "Shared" confirms the action. Click Close to close the window.
Upon completing the sharing, the Shared column in the files screen report will show the status as Yes.
In the file details screen, in the Users with access to information section, you can view the members and/or groups with access to the file and their respective permissions (viewing and/or editing).

Info

You can also share the file from the MySafe homepage shortcut via MySafe > Homepage > Card of the file you want to share > Drop-down menu (represented by the three vertical dots icon) > Share.
Once the file is shared, you’ll see the word Shared at the bottom of the file card.


Do you still have questions? Reach out to the senhasegura Community.


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