Ensure access stays current without any manual intervention. CloudFiles instantly reflects permission changes from SharePoint & other external storages in Salesforce so users only see what they’re authorized to access.

• Prevent accidental data exposure with real-time permission enforcement.
• Instantly revoke or grant access as roles change in connected systems.
• Maintain compliance with always up-to-date access controls.

Assign detailed permissions for every document action. From uploading and downloading to sharing and deleting, you have full control over what each user can do.

• Configure permissions for specific actions across teams.
• Reduce risk by limiting sensitive operations to authorized users.
• Support complex workflows with flexible permission combinations.

Speed up deployment with ready-made permission sets. CloudFiles provides default roles you can apply instantly or customize to fit any scenario.

• Assign Admin, Standard, External, or Field Service roles in seconds.
• Avoid setup errors with tested defaults.
• Adapt quickly as teams grow or needs change.

Save time by automating how permissions are applied to users. CloudFiles supports automatic assignments during installation or via Salesforce Flows.

• Reduce admin workload by automating role assignment.
• Ensure consistency as new users join.
• Scale effortlessly without manual configuration.

CloudFiles uses role-based access to define what features and actions each user can perform across the platform. Roles help you maintain security and delegate responsibility appropriately.

• Super Admin - Full access to all CloudFiles capabilities, including managing account settings, configuring permissions, accessing Document AI Playground, and overseeing all document operations.
• Standard User - Access to core document management features such as uploading, sharing, organizing, and viewing analytics, without administrative permissions or access to advanced configuration options.