In this scenario, we will allow a portal user to download, upload, and delete documents to and from their own profile.

  1. Create a SharePoint Content record for contacts, using the Default Document Location:

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  2. Create a SharePoint Permission record for contacts, with Customer Visibility and the Allow Download, Allow Upload, and Allow Delete permissions. Under Customer Visibility Properties, set Customer Field Name to "contactid": This will restrict access to the selected permissions to portal users whose contactid value equals the contactid for the viewed profile.

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  3. Link the records created above:

  4. Place the SharePoint content on the desired profile page, using the liquid code:
    {% include 'Connect 365 - SharePoint Content' key:'profile_documents', record_id:user.id %}

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The result will be a list of files only accessible to the particular logged-in user, with the ability to delete and upload files: