Use Enterprise Document Share Preset Settings through 4 indexed topics, all related to enterprise admin configuration, so administrators can quickly complete default sharing rule setup.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Enterprise File Sharing Default Settings | Membership-related |
| 2 | 2. Configure Default File Sharing Permissions | Membership-related |
| 3 | 3. Configure Collaborator Management Rules | Membership-related |
| 4 | 4. Save and Apply the Sharing Preset | Membership-related |
How-to Guide
1. Open Enterprise File Sharing Default Settings
Entry path: Admin Console → Security Control → Document Security → Default Settings for Enterprise File Sharing
- Open the WPS365 client.
- Click Admin Console in the lower-left area of the client home page.
- In the left-side list, click Security Control.
- In the expanded list, click Document Security.
- Click Default Settings for Enterprise File Sharing to open the settings page.
Success Criteria
- Interface result: The Enterprise File Sharing Default Settings page opens.
- Next action available: You can view and modify sharing-related default parameters.
Tips While Using
- Permission note: You need admin permissions to access the enterprise admin console.
- Network note: Keep the network connection stable while opening the console.
2. Configure Default File Sharing Permissions
Entry path: Enterprise File Sharing Default Settings → Default Permissions for Enabling File or Folder Sharing
- Find Default permissions for enabling file or folder sharing on the settings page.
- Under Authorization scope, select Anyone, Enterprise members only, or Specified people only as needed.
- Under Permission scope, select View only, View, Comment, or Edit as needed.
- Check whether the current settings match your enterprise sharing policy.
Success Criteria
- Interface result: The authorization scope and permission scope display the selected target options.
- Next action available: You can continue to configure collaborator management rules.
Tips While Using
- Common mistake: Mixing up authorization scope and permission scope can change the final sharing result.
- Usage suggestion: Define internal and external sharing boundaries before setting default values.
3. Configure Collaborator Management Rules
Entry path: Enterprise File Sharing Default Settings → Collaborator Management Options
- Find the setting for who can add or remove collaborators for files or folders by default.
- For My Cloud Docs and Team Docs, choose the appropriate role level such as people who can view, comment, edit, or manage.
- Set whether external users outside the team can add or remove collaborators as needed.
- Set whether the document administrator is notified when others add or remove collaborators as needed.
Success Criteria
- Interface result: All collaborator management options are configured.
- Next action available: You can save the settings directly and make them take effect.
Tips While Using
- Membership note: Allowing external users to add or remove collaborators is a membership-related capability.
- Admin suggestion: For teams with frequent external collaboration, review the notification rule at the same time.
4. Save and Apply the Sharing Preset
Entry path: Bottom area of the Enterprise File Sharing Default Settings page
- After finishing all default parameter settings, review each item.
- Click Save.
- Wait for the system to finish saving.
- Reopen or review the page and confirm the settings remain as expected.
Success Criteria
- Interface result: After saving, the page keeps the latest configuration values.
- Next action available: Future enterprise file-sharing actions can follow the default rules.
Tips While Using
- Common mistake: If you leave without saving, the preset does not take effect.
- Admin suggestion: After adjusting the policy, run an internal check to confirm the default sharing behavior matches expectations.