Does a member of your team need access to Fileinvite? See below the steps to create a user and assign access permissions for them.
- The Users menu lets you add users to your team, and collaborate in collecting documents. Simply click the Users menu, and click
Creating and updating users is available only to users with an Organisation Owner or Admin role. Learn more about user roles and permissions here.
Create a User
- To get started, click on the Team icon at the left panel and select the option Team Members, then click Create User at the right side:
- You will be asked to enter the user details, and assign a role to them:
- After clicking Create User, the new user will be added to the Manage Users page.
- The user will receive a welcome email to set up their account, they need to complete these steps to log in and start using it.
Updating an existing user
If you need to update existing user information and role, head to the Manage User page, and click on the 3 dots to the left of the user that you would like to update:
