Manage listing file visibility for consultant groups

Summary

Learn how to lock listing file visibility to specific consultant groups so only authorised users can view, download, or attach sensitive files.

This article covers:

• About listing file visibility controls
• Add a file with visibility controls

About listing file visibility controls

Listing File Visibility Controls allow you to restrict access to sensitive files by locking them to one or more consultant groups. Users outside the selected groups will still see that the file exists, but they won’t be able to open, download, or attach it. This feature supports teams managing confidential documents and prevents accidental sharing.

The "Access > Listings > Listing Files > View all locked files (overrides the file visibility)" ACL can be granted to key team members to ensure access to files without needing to be a member of a specified consultant group.

Add a file with visibility controls

To restrict a new listing file to specific consultant groups:

• Go to: Sales > Listings
• Select the relevant listing
• Scroll to the Files section
• Click Add new file

• Upload the file or choose it from your device
• Enter a Description (Optional)
• Select the document type
• Tick Lock visibility to consultant groups
• Select one or more consultant groups (e.g. Sales Admin)

• Click Save

Once saved, the file becomes restricted to the selected consultant groups. Only those users can open, download, or attach the file to emails. Users outside those groups will still see the file in the file list, but it will be locked. They wouldn't be able to open, download, or attach it to emails.