--- title: Documents and Links description: Share and manage documents and links, set role-based visibility, and control access from the Halo Administration Panel. --- [Skip to content](https://www.globalguardian.com/faqs/halo-documents-and-links#main-content) English Show submenu for translations [![](https://www.globalguardian.com/hs-fs/hubfs/GG%20Logo%20Main%20Navy%20(1).png?width=300&height=65&name=GG%20Logo%20Main%20Navy%20(1).png) ](https://www.globalguardian.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [FAQs](https://www.globalguardian.com/faqs?hsLang=en) 2. [ Product Updates and Features ](https://www.globalguardian.com/faqs/product-updates-and-features?hsLang=en) # Documents and Links ## Store and share important documents and web links with your users directly through HALO. Control access by user role to ensure the right people see the right resources. The Documents and Links section provides a central resource area where customers can share important documents and useful web links with their users. Access can be controlled by assigning visibility to specific user roles, ensuring that only the appropriate users can view the content. ###### **Accessing Documents and Links** To access the Documents and Links area: 1. Open the Administration Panel. 2. Select "Documents and Links" from the left-hand menu. ![Accessing Documents and Links-2](https://www.globalguardian.com/hs-fs/hubfs/Accessing%20Documents%20and%20Links-2.png?width=670&height=478&name=Accessing%20Documents%20and%20Links-2.png) ###### **User Role Permissions** When sharing documents or links, you can control who has access by assigning visibility to one or more of the following user roles: - Customer Admins - Customer Analysts - Regional Admins - User Group Admins - Standard Users Only users with the selected roles will be able to view the shared resource. ###### **Sharing a Document** To upload and share a document: 1. Drag and drop the file into the upload area. ![Uploading a Document-2](https://www.globalguardian.com/hs-fs/hubfs/Uploading%20a%20Document-2.png?width=644&height=459&name=Uploading%20a%20Document-2.png) 2. The system will automatically scan the file before uploading. 3. Once the upload is complete, select "Edit Row" ![Edit Icon-1](https://www.globalguardian.com/hs-fs/hubfs/Edit%20Icon-1.png?width=20&height=20&name=Edit%20Icon-1.png). 4. Update the document description if required. 5. Choose which user roles should be able to view the document. ![Editing the Uploaded Document-2](https://www.globalguardian.com/hs-fs/hubfs/Editing%20the%20Uploaded%20Document-2.png?width=644&height=459&name=Editing%20the%20Uploaded%20Document-2.png) 6. Save your changes. ###### **Sharing a Link** To add a web link: 1. Copy and paste the URL into the "Add" field. 2. Enter a title that will be displayed to users. 3. Provide a description of the link. 4. Select which user roles should have access. 5. Click "Add" to publish the link. ![Adding a Link-2](https://www.globalguardian.com/hs-fs/hubfs/Adding%20a%20Link-2.png?width=670&height=478&name=Adding%20a%20Link-2.png) ###### **Editing or Deleting** After a document or link has been shared, you can manage it at any time by: - Editing the title or description. - Changing which user roles can access it. - Deleting the document or link if it is no longer required. Changes take effect immediately for users with the relevant permissions.  **Note:** The mobile app also includes a** **Documents section, accessible from the side menu. To make a document available in both the web platform and the mobile app, it must be uploaded separately in each platform, as uploads are not automatically synchronized. At present, the mobile app supports document sharing only and does not support shared links. Link sharing on mobile is planned for a future release.  - [Platform Access](https://www.globalguardian.com/faqs/platform-access?hsLang=en) - [User Profiles](https://www.globalguardian.com/faqs/user-profiles?hsLang=en) - [Notifications](https://www.globalguardian.com/faqs/notifications?hsLang=en) - [Travel Itineraries](https://www.globalguardian.com/faqs/travel-itineraries?hsLang=en) - [Facilities Module](https://www.globalguardian.com/faqs/facilities-module?hsLang=en) - [Reporting](https://www.globalguardian.com/faqs/reporting?hsLang=en) - [Intelligence](https://www.globalguardian.com/faqs/intelligence?hsLang=en) - [Tracking](https://www.globalguardian.com/faqs/tracking?hsLang=en) - [Messaging](https://www.globalguardian.com/faqs/messaging?hsLang=en) - [Product Updates and Features](https://www.globalguardian.com/faqs/product-updates-and-features?hsLang=en) - [Map](https://www.globalguardian.com/faqs/map?hsLang=en) [![](https://www.globalguardian.com/hs-fs/hubfs/GG%20Logo%20Main%20Navy%20(1).png?width=300&height=65&name=GG%20Logo%20Main%20Navy%20(1).png)](https://www.globalguardian.com/?hsLang=en) [mailto:info@globalguardian.com](mailto:info@globalguardian.com) Copyright © 2026, Global Guardian ![](https://px.ads.linkedin.com/collect/?pid=986625&fmt=gif)