Overview of Sharing Content
In the Sales Lightbox content library, you can share content with:
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Opportunities
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Accounts
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Users
You can also select a user to be the joint owner of a content item along with you.
Share Content with Opportunities and Accounts
You can share your content with accounts and opportunities. When you share content with an opportunity or an account, you're essentially attaching a copy of the content to the opportunity or account you select. Note the following:
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You can only share content with an account or an opportunity if you have access to Sales accounts or opportunities applications.
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If you make any changes to the content after you share it with an opportunity, the shared document isn't affected.
Share Content with Other Users
You can share content with another user without granting joint ownership. The following table indicates which actions the other user can perform after the content is shared. All content that's shared without joint ownership is available in the user's Shared Content view.
Actions |
User Permission? |
---|---|
View content |
Yes |
Download content |
Yes |
Share content without joint ownership |
Yes |
Update content |
No |
Share content with joint ownership |
No |
Delete content |
No |
Share Content with a User as the Joint Owner
If you own a content item, you can share it with a user and grant joint ownership to that user. The following table indicates which actions the other user can perform when the content is shared with joint ownership. All content that's shared with joint ownership is available in the user's My Content view.
Actions |
User Permission? |
---|---|
View content |
Yes |
Download content |
Yes |
Update content |
Yes |
Share content with ownership |
Yes |
Share content without ownership |
Yes |
Delete content |
Yes |
For procedures details sharing activities, see the additional topics on sharing content.