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Creating or Updating a User

Does a member of your team need access to Fileinvite? See below the steps to create a user and assign access permissions for them.

  • If your Fileinvite Login URL ends in fileinvite.com, please use this knowledge base instead.
  • Creating and updating users is available only to users with an Organisation Owner or Admin role. Learn more about user roles and permissions here.

Creating a New User

  1. Click the Settings gear icon in the left navigation panel and select Team Members
  2. Click Add Member + in the top-right corner




  3. On the New Team Member form, fill in the following under Personal Details:
    • First Name
    • Last Name
    • Email address
    • Optional: Mobile Number (for SMS notifications)
  4. Under Company Details, enter the user's Position and Company Name
  5. Click Create Team Member at the bottom of the form

  6. User Activation
    • The new user will receive a welcome email to complete account setup. They must follow the instructions to activate their access.

Updating an Existing User

    1. Click the Settings gear icon in the left navigation panel and select Team Members
    2. Find the user you want to update and click the three dots (⋮) next to their name
    3. Select Edit from the dropdown menu — options available are:
      • View — view the user's profile
      • Edit — update the user's name, email, role, or other details
      • Deactivate — deactivate the user's account
    4. Edit Information or Role
      You can update the user’s name, email, or role as needed.

    New: Team Management for Watchers

    If you’re using the Team as Watchers feature:

    • Ensure users are assigned to the correct teams.

    • Team assignments will affect automatic watcher notifications on Invites.

    • Proper setup ensures the right users stay informed throughout the Invite process.

    🎉 Your team members are added and ready to go — time to get those Invites flowing! 🎉