Share a file
AI-generated summary
Genesys Cloud allows users to share files from My Workspace and group workspaces with proper permissions. Users can share files with specific Genesys Cloud users/groups or make them publicly accessible via shareable links. The system requires Content Management User permission for file sharing functionality. Key features include:
- File sharing through Documents menu accessed via profile picture
- Option to share with specific users/groups by typing their names
- Public sharing capability with shareable link generation
- File sharing during chat conversations
- Ability to unshare files immediately by selecting "Only Me" option
- Workspace-specific sharing controls (personal vs. group workspaces)
- Immediate access revocation when unsharing files
- Search functionality to locate files within workspaces
- Actions menu with sharing controls for each file
- Persistent access for workspace members even when file is shared publicly
- Content Management User permission assigned to any role
You can share a file from your and from any you have full access to. If you do not want to share a file anymore, you can unshare it at any time. For more information, see Sharing files.
- Click Documents.
- From the Menu bar, click your profile picture.
- Click My Files.
- Search for a file or open a workspace.
- Hover over the file.
- Under Actions, click Share .
- Click Share with Others .
- Click Shared with. Then, type or select the names of the users and groups with whom you want to share the file.
- Click Documents.
- From the Menu bar, click your profile picture.
- Click My Files.
- Search for a file or open a workspace.
- Hover over the file.
- Under Actions, click Share .
- Click Share with Others .
- Click and select Public. Note: Any Genesys Cloud users who have access to the file, such as members of a group workspace, continues to have access to the file.
- copy the text in the Shareable Link box.
- Paste the shareable link from your Clipboard into an email or chat message and send it to the people you want to share the file with.
You can unshare any file in your . When you unshare a file, anyone with whom you shared the file loses access to it immediately.
- Click Documents.
- From the Menu bar, click your profile picture.
- Click My Files.
- Search for a file or open a workspace.
- Hover over the file.
- Under Actions, click Share .
- Click and select Only Me.Note: The Only Me option is available only for files stored in your personal workspace.
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