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
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Go to Team Members
Click the Team icon on the left navigation panel and select Team Members. -
Click Create User
On the right side of the screen, click Create User.
3. Enter User Details and Assign Role
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Fill in the user’s first name, last name, and email address.
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Select the appropriate role from the dropdown menu.
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- The user will now appear on the Manage Users page.
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- 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
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Access the Manage Users Page
Navigate to the Team Members section. -
Click the Three Dots
Find the user you want to update and click the ⋮ (three dots) next to their name. -
Edit Information or Role
You can update the user’s name, email, or role as needed.
New: Updated Settings Interface
When managing users, you’ll now see reorganized and labeled sections to streamline your workflow:
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Roles & Permissions: Manage user access and responsibilities.
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File Naming Preferences: Configure how uploaded files are named across your team.
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Advanced Settings: Access consolidated options for advanced user management.
New: Team Management for Watchers
If you’re using the Team as Watchers feature:
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Ensure users are assigned to the correct teams.
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Team assignments will affect automatic watcher notifications on Invites.
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Proper setup ensures the right users stay informed throughout the Invite process.