Make document access granted through Synced Sharing dynamic. Users who can access a document with Synced Sharing aren’t permanent document members. When their Synced Sharing access level changes, so does their document access.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed | |
|---|---|
| To manage document access: | Customize Application |
Only a Salesforce and Quip admin can manage Synced Sharing.
After you set the Synced Sharing access level for your Salesforce org, set Synced Sharing limits.
- Go to https://admin.quip.com.
- Log in using your Quip admin email and password.
- From Settings, select Salesforce.
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Enable Restrict Synced Sharing Access.
An admin sets Synced Sharing to Comment Access for their Salesforce org. Users in that org can now comment on all documents linked to Salesforce records they can access. A user with view-only record permissions opens up an Account Plan associated with an account and adds a comment. The Salesforce admin wants to keep the org’s linked documents more secure and decides to change Synced Sharing access to Salesforce Record Access. Restrict Synced Sharing Access is enabled. Users, regardless of whether they interacted with documents accessed via Synced Sharing, now have the same access to linked documents as to Salesforce records. The user with view-only record permissions can no longer comment on the linked document.