How To Share UCS Account Folders

Sharing Account Folders within UCS allows you to collaborate with others, allowing them to make changes or just view the folder details.

You are able to share the following folders types:

  • Mail (except Trash and Junk folders)
  • Address Book
  • Calendar
  • Tasks
  • Briefcase Folders

Privilege Levels (Roles):

  • Internal Users or Groups:
    • Viewer: Grantees can read the contents of the shared folder, but cannot make changes to the content.
    • Manager: Grantees have full permission to view and edit the content of a shared folder, create new sub folders, edit and delete files in the shared folder.
    • Admin: Grantees have complete permission to view, edit, add, remove, accept, decline, and administer content within the shared folder.
  • External Guests:
    • Create a password for the shared folder that guests must enter to view the content. They cannot make any changes to the information they view.
    • Mail folders are not able to be shared with external guests.
  • Public:
    • Anyone that knows the URL to the folder can view the content. They cannont make any changes to the information.
    • Mail folders are not able to be shared publically.

Setting Up Shared Folders

  1. Right-click on the folder you want to share.
  2. Click Share Folder.
  3. Select with whom to share; Internal user or groups, External guests, or Public in the Shared Properties dialog.
  4. Depending with whom you share, do the following:
    1. For Internal users or groups, enter the e-mail addresses and in the Role area select the access privileges.
    2. For External Guests, enter guest's addresses and the password to enter to view your mail folder.
    3. For the Public, direct the public to the URL that displays in the URL area. For example, you could copy and email this URL to those you wish to view the page.
  5. In the Message area select which type of message to send. This message can be sent to internal users and to external guests. The options are as follows:
    1. Do not send mail about this share. No message is sent.
    2. Send standard message. The standard message is sent to the e-mail address. This message includes the name of the mail folder being shared, your address, the grantee's address, and the role assigned, with a list of the allowed actions.
    3. Add a note to standard message. You can add additional information to the standard message.
    4. Compose e-mail in new window. Create and send a new e-mail message.
  6. Click OK.

Note: Remember, if you selected Public, you will need to notify the public of the URL.


 

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