Agenda
How to schedule agenda items in shared and personal calendars, plan task work on the Planning board, subscribe through iCalendar feeds and import Google Calendar events.
People
How to manage employees, contracts, documents, skills, working hours, equipment, onboarding and offboarding checklists, pre-boarding links, HR settings and workforce insights in the People hub.
Agenda
How to schedule agenda items in shared and personal calendars, plan task work on the Planning board, subscribe through iCalendar feeds and import Google Calendar events.
People
How to manage employees, contracts, documents, skills, working hours, equipment, onboarding and offboarding checklists, pre-boarding links, HR settings and workforce insights in the People hub.
How to store, share and download organization files in drives and folders, with uploads, versions, comments, share links, ZIP downloads and the Files API.
Files is the organization's document store. Files and folders live in drives, each drive has its own access list, and every file keeps immutable versions, comments and an activity history.
Files lives under Workspace, Resources in the sidebar. The routes are:
| Route | Purpose |
|---|---|
/{orgSlug}/files | The file browser. The query string selects the drive, scope, folder, view and filters. |
/{orgSlug}/files/drives/{driveId} | Drive settings. |
/{orgSlug}/customers/{customerId}/files | A customer's folder, embedded in the customer detail page. |
/portal/files/{token} | Public share link for one file. |
The left rail groups drives under File locations:
| Drive | Rail label | Purpose |
|---|---|---|
| Company | Organization | The organization-wide drive, created with the organization. |
| Customers | Customers | One folder per customer, created automatically. Files go inside a customer folder, not at the drive root. |
| Personal | My | Each user's own drive. |
| Shared | Shared drives | Drives that users create for a team or project with New shared drive. |
Items can be moved within a drive but not between drives. Copy items to put them in another drive.
A drive is Active, Archived or Trashed. Archiving hides a drive and its files until it is restored. When a user is removed, their personal drive is either transferred to another user or marked as having no owner.
Access is granted to users and teams on a drive or on an item, and inherits to everything inside a folder.
| Role | Can |
|---|---|
| Viewer | Open, preview and download. |
| Commenter | Everything a Viewer can, plus comment. |
| Editor | Everything a Commenter can, plus change the files and folders. |
These roles apply on top of the organization permissions listed below.
File shortcuts in the rail are Shared with me, Recent, Starred and Bin. The browser has list and grid views, sorting, search, and filters for files, folders and owner. The rail also shows storage used against the plan limit, split into Videos, Audio, Photos, Documents, Other and Bin. The total counts every drive, including the bin and older versions.
Selecting a file opens the inspector with three tabs:
Move to bin removes items without deleting them. From Bin you can restore items, delete them permanently, or use Restore all and Delete all. Items in the bin and older versions are kept for a plan-based period: 7 days on Starter, 30 on Pro, 90 on Business and 365 on Enterprise, unless an Enterprise override is set.
Drop files onto the browser, or select Upload files. Uploads go straight to storage in resumable chunks and show progress in the Uploads panel. Each upload first reserves storage quota, and finalizing checks the byte size and file signature before the file appears. Uploads that are never finished expire after 15 minutes and are cleaned up by a background job.
Create folders with New folder, then rename, move, duplicate or star items from the row menu. Select several items to move them to the bin, restore, delete permanently or star them in one step.
Select Share on an item to grant people and teams Viewer, Commenter or Editor access. For a file you can also create a share link under Share links. Anyone with the link can download the file from /portal/files/{token}, which redirects to a short-lived signed URL. Revoke link turns the link off.
Not yet available: share links for folders. Share folders with people or teams instead.
Select several items and choose Download ZIP. Selections of up to 100 items and 25 MB stream immediately. Larger selections are queued, built in the background, and offered as a download that expires after one hour.
Open a drive's menu and choose Drive settings. The settings page has these sections:
| Key | Grants |
|---|---|
organization.files.view | Browse drives, preview and download files, star items, comment, and see storage and activity. |
organization.files.create | Create shared drives and folders, upload files, copy items and request ZIP downloads. |
organization.files.update | Rename, move and restore items, restore versions, change sharing and share links, and rename, archive, restore or transfer drives. |
organization.files.delete | Delete items permanently and delete drives. |
Drive and item roles still decide what each person can do inside a drive. See Access control.
MCP tools for files are read-only:
| Tool | Kind |
|---|---|
listFileDrives | Read |
listFileNodeChildren | Read |
getFileNode | Read |
createFileDownload | Read |
createFileDownload returns a short-lived signed URL without exposing the storage path. See MCP.
Organization paths are relative to /api/v1/organizations/{organizationId}.
| Resource | Operations |
|---|---|
files/drives | listFileDrives (GET) |
files/nodes/{nodeId} | getFileNode (GET) |
files/nodes/{nodeId}/children | listFileNodeChildren (GET) |
files/nodes/{nodeId}/download | createFileDownload (GET) |
files/uploads | createFileUpload (POST) reserves quota and returns a signed resumable upload transport. |
files/uploads/{reservationId}/finalize | finalizeFileUpload (POST) |
files/uploads/{reservationId}/cancel | cancelFileUpload (POST) |
files/copy | copyFileNodes (POST) copies folder trees recursively. |
files/zip-exports | createFileZipExport (POST) |
files/zip-exports/{exportId} | getFileZipExport (GET) |
GET /api/v1/public/files/{token} (downloadPublicSharedFile) serves share links. Two cron jobs support Files: internal/files/upload-reconciliation expires stale uploads and removes their objects every 15 minutes, and internal/files/zip-exports builds queued ZIP downloads every minute. See API and OpenAPI.
Last updated on
Agenda
How to schedule agenda items in shared and personal calendars, plan task work on the Planning board, subscribe through iCalendar feeds and import Google Calendar events.
People
How to manage employees, contracts, documents, skills, working hours, equipment, onboarding and offboarding checklists, pre-boarding links, HR settings and workforce insights in the People hub.
