You can control exactly how clients interact with files and folders using Client Access settings. This allows you to decide whether clients can manage files or only view them.
Each folder has its own access setting, giving you fine-grained control.
Client Access Options
There are three access levels you can assign to a folder:
Full Access
Clients can:
Upload files
Rename files
Delete files
Create folders
Use this when clients are actively collaborating or contributing files.
View Only
Clients can:
View files
Download files
Clients cannot:
Upload files
Delete files
Rename files
Create folders
Star files
This is ideal for read-only deliverables or final assets.
Hidden
The folder is completely hidden from clients.
Clients will not:
See the folder
See files inside it
See a link to the folder
Important Notes About Hidden Folders
Folder visibility is not recursive.
Any folders inside a hidden folder still have their own permissions.
You must explicitly set child folders to hidden if needed.
Starred Files & Hidden Folders
There are a few important behaviors to be aware of:
Files that are starred inside a hidden folder:
Will not appear in:
Starred file widgets
Starred image widgets
The client’s Starred area
The client’s Recent area
These files remain fully hidden from the client.
This ensures that hidden content never leaks into visible areas.
Best Practices
Use Full Access for collaboration folders.
Use View Only for final deliverables.
Use Hidden for internal work, drafts, or prep files.
Use Starred files to surface key items for clients—outside of hidden folders.
