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How do I upload files to a person's profile?

Describes how to upload (add) and delete files from a person's profile.

You will need the Write Files permission to perform these actions, at the person's campuses, and the file's category must be one allowed to you there. It is campus-scoped, so a campus override can change it at one campus. Viewing files needs Read Files or Write Files on the same terms. See People for what these permissions cover, and Campuses and organizations in Version 8 for how campus access works.

Navigate to the person's profile and click on the Files tab. From here you will be able to view, upload, and delete files from their profile.

Uploading New Files

Click on the Add File button. A pop up will appear containing the following fields:

  • Category - this is a required field which allows you to organize and grant permissions by file category. You can add new categories or edit the list of categories by clicking the 3 dots to the right of the dropdown. Only the categories allowed to you at that person's campuses are offered.

  • Name - the name of the file.

  • Description - a description for the file being uploaded.

  • File - you can drop a file from your computer here or click on the Browse... button to search for one. After selecting a file, wait until the file name turns blue to show it's connected.

  • Access Level - this is a required field that allows or restricts access based on a person's profile permissions or the groups they're in. These files can also be limited to just the person entering them.

Once you finish entering the information, click Save to finish.

The Add File pop-up with the Category, Name, Description, File and Access Level fields.

Viewing a File

To view a file, locate the file in the table of a person's Files. Next, click on the name. The file will automatically be downloaded.

Tip: If a file you expect is missing from the table, its category is most likely one you are not allowed at that person's campuses. A campus override can allow a category at one campus and not another, so two staff members can see different files on the same profile.

Editing and Deleting Files

You can edit or delete an existing file by locating it in the table and clicking the 3 dots at the front of the row.

The Files table with a row's 3-dots menu open showing Edit and Delete.

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