Manage user access at the org level via Synced Sharing for your documents associated with Salesforce records. Grant users with access to a record view, comment, or edit access to its linked documents, or align document access with Salesforce record permissions.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To manage document access: | Customize Application |
To get started, make sure that your Quip site is connected to Salesforce. In Setup, enter Quip (Salesforce Anywhere) in the Quick Find box and follow the steps. Only a Salesforce and Quip admin can manage Synced Sharing.
The Quip Associated Documents component must be added to your layouts and documents added to it for Synced Sharing to take effect.
- Go to https://admin.quip.com.
- Log in using your Quip admin email and password.
- From Settings, select Salesforce.
-
In the Connected Salesforce Organizations section, click
next to
the org that you want to manage access to.
Note You can test Synced Sharing in a sandbox environment first. From the Add Salesforce Org dropdown, select Add Salesforce Sandbox Org. -
Next to Synced Sharing, click Edit Access Level from the dropdown
and choose the access level for documents linked to Salesforce records. Synced Sharing is set
to Comment Access by default.
Important Synced Sharing is set at the org level and not at the user level. If you choose Comment Access, all users from your org with access to a record can comment on its linked documents. To grant users with access to a Salesforce record the same access to its linked documents, select Saleforce Record Access. - Click Save.
After Synced Sharing is enabled, users are notified when they link a document to a record that their document is shared with record members. Users can also see what Synced Sharing level of access record members have to their linked documents from the Share window in Quip.
