How do I make a file private or share it with a customer?

You will have a file that only the right people can open.

Before you start

You need permission to edit media.

Steps

Make private

1. Click the file and switch Private file on. Switch it off to make it public again.

Share with a customer

1. Click the file and press Share with a customer….
2. Turn on Visible in the customer portal, pick the Customer, and press Save sharing.

What you will see

"Marked as private" or "Sharing updated". A shared file shows a Shared badge, and the customer sees it on their portal media page (a private one through a link valid for an hour).

If something goes wrong

• Anonymous visitors get "not found" for a private file, so do not use one on a public page.
• Copy URL copies the plain address, which does not work for people outside your team.
• The customer list offers only the first 100 customers.
• Unsharing clears the customer.
• Private files are never offered in the picker used by other screens.