Use My Drive and Shared Drive

WoodsPortal can provide a record-specific My Drive and a portal-wide Shared Drive. Administrators control which drives appear and whether users may upload files or create folders.

Understand the drives

• My Drive is tied to the current CRM record and exposes that record’s permitted files and folders.
• Shared Drive exposes a common folder tree to portal users.
• Shared Drive content is portal-wide. Company-specific file structures should use an appropriate record-drive design and workflow.

Configure drive availability

1. Sign in to https://app.woodsportal.com and select the correct portal.
2. Open the portal file settings.
3. Enable or disable My Drive independently.
4. Enable or disable Shared Drive independently.
5. Allow or block upload and new-folder actions for each supported drive context.
6. Save and test the configuration with the intended user role.

Browse files

1. Open the Files area or the Files tab for a record.
2. Choose My Drive or Shared Drive when both are available.
3. Switch among list, grid, and expandable tree views.
4. Use breadcrumbs to move through nested folders.
5. Open a file to preview or access permitted actions.

Troubleshooting

• If a drive is missing, confirm that it is enabled for the active portal.
• If create actions are missing, review the drive-specific setting and the user’s file or folder permissions.
• If content appears in the wrong context, verify whether it belongs in the record-specific drive or the portal-wide Shared Drive.

Figure: Customer-facing Shared Drive with nested folders in tree view.