# Features - Storage Integrations - Permission Control

> Precise, configurable document access controls that align with your organization’s security requirements.

## Unmatched Permission Controls in Salesforce

CloudFiles delivers precise, configurable document access controls that align with your organization’s security requirements. With Live Permission Handling, users see only what they’re authorized to—no exceptions.

[Talk to a Document Expert](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-storage-integration-permission-control-hero)

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## Powerful Permission Control with CloudFiles

### Live Permission Handling

Live Permission Handling

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.

[Learn More](https://help.cloudfiles.io/salesforce/how-are-cloud-drive-permissions-handled-by-the-cloudfiles)

### Granular Permissions

Granular Permissions

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.

[Learn More](https://help.cloudfiles.io/salesforce/KroP-user-permissions#OHVTo)

### Preconfigured Permission Sets

Preconfigured Permission Sets

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.

[Learn More](https://help.cloudfiles.io/salesforce/KroP-user-permissions#Gcaof)

### Automated Permission Assignment

Automated Permission Assignment

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.

[Learn More](https://help.cloudfiles.io/salesforce/y5mx-update-permissions)

### Role-based Access (Super Admin, Standard User)

Role-based Access (Super Admin, Standard User)

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.

[Learn More](https://help.cloudfiles.io/salesforce/KroP-user-permissions)

## Stay compliant & secure.

CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, and compliant with HIPAA and GDPR. Data residency is supported in the US, EU, UK, and AU. Your files stay in your own storage — CloudFiles never re-hosts them — and are not used to train our AI models.

Certifications: SOC 2 (Type II), HIPAA (Compliant), ISO 27001 (Certified), GDPR (Compliant)

## Granular Permissions for Every Action

**Q: Connect or Disconnect Files & Folders**
Allows users to attach files and folders to Salesforce records or remove those links when no longer needed. Helps keep related documents organized by record.

**Q: Create Folders**
Enables users to create subfolders within any connected folder directly from the Salesforce interface, supporting better file organization and structure.

**Q: Upload Files**
Grants permission to upload files through the CloudFiles widget, including drag-and-drop uploads, making it easy to add new documents to connected storage.

**Q: Delete Files & Folders**
Allows deletion of files and folders from Salesforce, as well as from the underlying external storage system (e.g., SharePoint), ensuring consistent data removal.

**Q: Update Files & Folders**
Permits renaming files and folders or updating their metadata, such as descriptions or custom properties, to keep content accurate and organized.

**Q: Allow Download**
Enables downloading of files from the CloudFiles widget or file preview, allowing users to access offline copies when needed.

**Q: Share Files & Folders**
Allows users to generate secure sharing links to send files externally and to manage link settings like expiration dates or access restrictions.

**Q: View Sharing Settings**
Grants visibility into sharing configurations, including who has access, whether a link is password-protected, and other sharing rules.

**Q: View Analytics**
Provides access to engagement metrics for shared files and folders, such as who viewed them, how often, and how long they were engaged with the content.

**Q: Update Account Settings**
Allows configuration of account-wide settings including billing details, default behaviors, and naming conventions (recommended for admin users only).

## Book a demo

CloudFiles’ document management streamlines marketing and sales workflows, boosting efficiency while saving time and money.

[Book a demo](https://meet.cloudfiles.io/salesforce?utm_content=sf-features-storage-integration-permission-control-footer)