Custom User Roles and Permissions

This guide outlines how roles and permissions work in FileInvite so you can confidently control access across your organization.

FileInvite offers flexible user roles and permission groups, allowing you to tailor access based on team needs.

Default Roles

There are four built-in roles in FileInvite:

• Organization Owner

• Admin

• User

• Viewer

These roles include preset permissions and cannot be deleted, but they can be duplicated and used as the basis for custom roles.

Custom Roles

You can create custom roles by selecting specific permission groups. This is ideal for organizations that need more granular access control.

Key features:

• Created, edited, or duplicated by users with permission

• Cannot be deleted if assigned to any user

• Appear in the Workspace Role dropdown on the Team Members page

📌 Manage custom roles from: Settings > Roles & Permissions

Permission Groups and Access Summary

Below is a summary of the key permission groups and which roles typically have access:

Team-Based Watchers (New)

You can now assign entire teams as Watchers on invites. This makes it easier to notify the right people without manually adding each one.

Highlights:

• Team Selection: Assign whole teams as Watchers

• Role Inheritance: Members inherit permissions from their assigned roles

• Bulk Management: Reduces manual setup for large organizations

• Automatic Addition: All team members are auto-added to the Watchers list

Updated Settings Menu Structure

The Settings interface has been reorganized for better clarity:

• File Naming Preferences: PDF naming conventions

• Roles & Permissions: Manage roles and access (updated to use & for consistency)

• Advanced Settings: Access advanced and technical options

Final Notes

• Default and custom roles assigned to users cannot be deleted

• Editing a role with assigned users will trigger a confirmation prompt

• Role and permission changes take effect immediately after saving