Introduction
Managing file access in Sana Agents is essential for keeping your organization’s information secure, confidential, and easy to manage. Sana Agents empowers you with clear, flexible controls so you can decide exactly who can view and interact with your files, whether they’re individual documents or part of larger folders. This article explains how file access works and offers practical guidance to help you keep your data safe and accessible to the right people.
Key information
Sana Agents offers several ways to control file access, ensuring that your data is always protected and only available to those who need it.
Uploaded files:
Files you upload to Sana Agents are private by default. Only you can see and use them unless you choose to share access. This privacy applies to all users, regardless of their role.Folders:
You can organize your files into folders, choosing one of two access levels:Private folders: Only you can view and manage the files inside.
Shared folders: Everyone in your workspace can access the files within these folders.
Shared integrations:
For integrations that connect to shared resources (like cloud storage platforms), you have the option to specify which collections or groups can access the integrated files. This helps ensure that only authorized users can view or use sensitive data from these integrations.
How-to / guidance
Managing file access step by step
Uploading files:
When you upload a file, it is automatically set as private. You can later choose to share it if needed.Creating folders:
To create a private folder, select the private option during setup. Only you will have access.
To create a shared folder, select the shared option. All workspace members will be able to access the files inside.
Sharing files or folders:
To share a file or folder, use the sharing controls in the file or folder menu. You can specify who should have access and adjust these settings at any time.
Managing integrations:
When connecting a shared integration (such as a cloud storage provider), you can control which collections or teams have access to the integrated files. Adjust these settings in the integration management area to keep access aligned with your organization’s needs.
💡 Tip: Regularly review your file and folder permissions to ensure only the right people have access. This helps maintain security and supports compliance with your organization’s policies.
Impact or use cases
By thoughtfully managing file access in Sana Agents, you can:
Protect sensitive information and maintain confidentiality.
Empower your team to collaborate efficiently with shared resources.
Reduce the risk of accidental data exposure.
Stay compliant with internal and external data security requirements.
Whether you’re handling confidential documents, collaborating on projects, or integrating with external storage solutions, Sana Agents gives you the confidence and control to manage access with ease.
FAQ
Q: Are my uploaded files visible to anyone else by default?
A: No, files you upload are private and only visible to you unless you choose to share them.
Q: What’s the difference between a private and a shared folder?
A: Private folders are only accessible to you, while shared folders are accessible to everyone in your workspace.
Q: Can I change access permissions after uploading or creating a folder?
A: Yes, you can update sharing settings for files and folders at any time.
Q: How do I control access for files from integrations?
A: When setting up a shared integration, you can specify which collections or groups should have access, keeping sensitive data protected.
Q: What should I do if I’m unsure about who can access a file?
A: Check the sharing settings in the file or folder menu, or contact your workspace administrator for help.
For further questions or information about Sana Agents, please contact [email protected] via email or directly in the helpcenter chat.