🔒Note: Multiple users are available on the Multi plan. Find out more about the different FileInvite plans.

See our other guides:

  • Managing Team Member Roles here

In this guide:

  • Create a single user

  • Add team members to groups

Create a single user

  1. In the FileInvite app, go to Settings > Team

2. On the Team page, select the Users tab

3. Click the + Create User button

4. Fill in all relevant information for the user you are adding

5. Once you have added all the details for your new user, click the Create User button

📝Note: You can edit or delete a user at any time, using the icons next to their name on the Users page.

Add team members to groups

Arrange team members into their appropriate groups. Groups help to share (and limit) what information different users have access to.

1. On the Team page, select the Groups tab

2. Click the Create Group button

3. Enter the group name then click the Add Users button

4. Add Users to the Group by putting a check right beside their name.

Click the Add Selected Users button to continue



5. Finally, click the Create Group button to save your new Group

📝Note: You can edit existing Groups and manage its Users by clicking the ✎ icon

🎉 Enjoy the peace of mind of having your Teams organised 🎉

😓 Can't get things working? Let us fix it in the chat bubble! 😎

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