Setting a File As Private

Depending on your entitlements, you could make the files you upload to records private. You can make the file private only to you, or to a specific subset of users. By default, all uploaded files are public.

You can make private files for the following entities:

  • Candidates
  • Contacts
  • Companies
  • Jobs
  • Opportunities
  • Placements

How to Make a File Private

You can only privatize one file at a time. Keep in mind that the your administrator may have the ability to see all private files.

  1. From the Files tab of the record, select the checkbox to the left of the file.

  2. From the Selected drop-down, select File Settings.

  3. Go to the Visibility field and select Private.

  4. Click Save.