Permission management of cloud-based documents

Patent metadata

Field	Value
Publication number	US-11698983-B2
Application number	US-202016952451-A
Country	US
Kind code	B2
Filing date	Nov 19, 2020
Priority date	Jun 29, 2017
Publication date	Jul 11, 2023
Grant date	Jul 11, 2023

Abstract

Disclosed herein are system, method, and computer program product embodiments for managing cloud-based document permissions. In an embodiment, a document generation system may generate and/or store a cloud-based document. The document generation system may also generate links to the cloud-based document. The generated links may be associated with different permissions. For example, a first link may allow a first client device accessing the first link to edit the document while a second link may allow a second client device accessing the second link to only view the document. Other permissions may also include generating distinct graphical user interfaces (GUIs) associated with different links. The GUIs may accept input messages and/or comments in a chat panel. The document generation system may facilitate the delivery of these input messages to other client device with document access.

First claim

What is claimed is:

1. A system, comprising:
a memory; and
one or more processors, coupled to the memory, configured to perform operations comprising:
receiving, from a client device, a request to access a document associated with a link, wherein:
a permission for the client device to access the document is embedded in the link:
the permission includes a first access permission and a second access permission different from the first access permission;
the first access permission comprises displaying a first chat panel including a first comment to the document and a second chat panel including a second comment to the document; and
the second access permission comprises concealing the first chat panel and displaying the second chat panel; and

responsive to receiving the request to access the document associated with the link:
causing display, on the client device, of the document concurrently with the first and second chat panels associated with the document responsive to the link having the first access permission, wherein the first chat panel includes at least one of messages from users associated with the document or edits made to the document; and
causing display, on the client device, of the document while concealing the first chat panel and displaying the second chat panel responsive to the link having the second access permission.

2. The system of claim 1 , wherein the operations further comprise causing concurrent display, on the client device, of the document and a plurality of chat panels associated with the document responsive to the link having a third access permission different from the first and second access permissions, wherein the plurality of chat panels includes the first chat panel.

3. The system of claim 1 , wherein the operations further comprise:
receiving, from a user having the first access permission, a comment to the document via the first chat panel; and
storing the comment in a database.

4. The system of claim 3 , wherein the operations further comprise generating a notification in response to receiving the comment.

5. The system of claim 1 , wherein the operations further comprise granting rights to edit the document responsive to the link having the first access permission.

6. The system of claim 5 , wherein the operations further comprise:
receiving, from a user having the first access permission, an edit to the document; and
storing the edit in a database.

7. A non-transitory computer-readable device having instructions stored thereon that, when executed by at least one computing device, cause the at least one computing device to perform operations comprising:
receiving, from a client device, a request to access a document associated with a link, wherein:
a permission for the client device to access the document is embedded in the link;
the permission includes a first access permission and a second access permission different from the first access permission;
the first access permission comprises displaying a first chat panel including a first comment to the document and a second chat panel including a second comment to the document; and
the second access permission comprises concealing the first chat panel and displaying the second chat panel; and

responsive to receiving the request to access the document associated with the link:
causing display, on the client device, of the document concurrently with the first and second chat panels associated with the document responsive to the link having the first access permission, wherein the first chat panel includes at least one of messages from users associated with the document or edits made to the document; and
causing display, on the client device, of the document while concealing the first chat panel and displaying the second chat panel responsive to the link having the second access permission.

8. The non-transitory computer-readable device of claim 7 , wherein the operations further comprise causing concurrent display, on the client device, of the document and a plurality of chat panels associated with the document responsive to the link having a third access permission different from the first and second access permissions, wherein the plurality of chat panels includes the first chat panel.

9. The non-transitory computer-readable device of claim 7 , the operations further comprising:
receiving, from the client device having the first access permission, a comment to the document via the first chat panel; and
storing the comment in a database.

10. The non-transitory computer-readable device of claim 9 , the operations further comprising generating a notification in response to receiving the comment.

11. The non-transitory computer-readable device of claim 7 , the operations further comprising granting rights to edit the document responsive to the link having the first access permission.

12. The non-transitory computer-readable device of claim 11 , the operations further comprising:
receiving, from the client device having the first access permission, an edit to the document; and
storing the associated edit in a database.

13. The non-transitory computer-readable device of claim 7 , the operations further comprising receiving a request to convert the permission of the link from the first access permission to the second access permission or from the second access permission to the first access permission.

14. A computer-implemented method, comprising:
receiving, from a client device, a request to access a document associated with a link wherein:
a permission for the client device to access the document is embedded in the link;
the permission includes a first access permission and a second access permission different from the first access permission;
the first access permission comprises displaying a first chat panel including a first comment to the document and a second chat panel including a second comment to the document; and
the second access permission comprises concealing the first chat panel and displaying the second chat panel; and

responsive to receiving the request to access the document associated with the link:
causing display, on the client device, of the document concurrently with the first and second chat panels associated with the document responsive to the link having the first access permission, wherein the first chat panel includes at least one of messages from users associated with the document or edits made to the document; and
causing display, on the client device, of the document while concealing the first chat panel and displaying the second chat panel responsive to the link having the second access permission.

15. The computer-implemented method of claim 14 , wherein the method further comprises causing concurrent display, on the client device, of the document and a plurality of chat panels associated with the document responsive to the link having a third access permission different from the first and second access permissions, wherein the plurality of chat panels includes the first chat panel.

16. The computer-implemented method of claim 14 , further comprising:
receiving, from the client device having the first access permission, a comment to the document via the first chat panel; and
storing the comment in a database.

17. The computer-implemented method of claim 16 , further comprising generating a notification in response to receiving the comment.

18. The computer-implemented method of claim 14 , further comprising granting rights to edit the document responsive to the link having the first acce

Assignees

• Salesforce Com Inc
• Salesforce Inc

Inventors

• Hamlin Drew
• Chung Andrew
• Flynn Iii William Joseph

Classifications

• G06F21/31

  User authentication · CPC title

• G06F21/6218 Primary

  to a system of files or objects, e.g. local or distributed file system or database · CPC title

• H04L63/102

  Entity profiles · CPC title

• G06F16/93

  Document management systems · CPC title

• G06F21/604 Primary

  Tools and structures for managing or administering access control systems · CPC title