Standard Salesforce has no way to hide a single file on a record from specific users — if you can open the record, you can see every file attached to it. Smarter Files fixes that with true file-level visibility.
Salesforce controls who can see a record — but not which files on that record each user can see. This surprises a lot of admins:
The solution
Assign each file a category and lock that category to specific roles. Users whose role isn't on the list never see the file — it doesn't appear in their list at all.
Any user can mark a file as private. It becomes visible only to the owner and to users holding the “View Private Documents” permission set.
In Isolated storage mode, files a user can't access are never sent to the browser. Files sit behind a junction object, fully managed by the component.
Not with native Salesforce — record access is all-or-nothing for files. With Smarter Files you can, using role-based categories or by marking a file private.
No. Field-Level Security hides fields on a record. File-level visibility controls which files (attachments) each user can see. They solve different problems.
No. Smarter Files works with Salesforce Platform Starter and Plus licenses — no Sales or Service Cloud dependency.
Server-side. Files a user isn't allowed to see are never sent to the browser, so they can't be recovered from the page source.
Install Smarter Files from the AppExchange and control who sees which files on any record.