How-To
Authorize File Use
Sharing Files Among Team or Organization

Sharing Files Among Team or Organization ⚠️🔄🔒

Orion makes it easy to share files within your team or across your entire organization. Follow these steps to ensure smooth collaboration and efficient information sharing.

Orion File Sharing Process

How to Share a File

Step 1: Access Connected Data

Click on the "Connected Data" tab in the left panel.

Step 2: Select File Vault

Choose the appropriate vault:

  • "Private Files" for personal files
  • "Public Files" for organization-wide files
  • "Team Files" for team-specific files

Step 3: Locate the File

Navigate through the folders to find the file you want to share.

Step 4: Open File Management Console

Click the "Manage File" button next to the file. This will open the file management console.

Step 5: Adjust AI Indexing Settings

In the "Details" card on the right side:

  1. Find the "AI Indexing Settings" dropdown
  2. Select the desired permissions scope for sharing
🔐

Choose the appropriate scope to control who can access and use the file in AI-powered features.

Step 6: Save Changes

Click the "Save & Continue" button to apply your sharing settings.

File Sharing Best Practices

  1. Regularly review shared file permissions
Permission Audit
  1. Use descriptive file names for easy identification
Clear Naming
  1. Organize shared files into logical folder structures
Folder Organization

Troubleshooting Sharing Issues

🚧

If you encounter problems while sharing files:

  1. Verify your permissions for the selected file vault
  2. Ensure the recipient has the necessary access rights
  3. Check that the file size doesn't exceed sharing limits

For persistent sharing issues, please contact our support team for assistance.


By mastering file sharing in Orion, you'll enhance collaboration, streamline workflows, and ensure that the right information reaches the right people at the right time. Happy sharing! 🤝📂