How to share or unshare a project with clients who do not have a Filio web account with customized access?
Estimated reading: 4 minutes
Step 1
Step 2
Step 3
Step 4
Step 1
Log into your web account and click on the project you wish to share or unshare with any Filio web users.
Step 2
On the top right, click on Setting sign.
Step 3
To share a project with clients who do not have a Filio web account with customized access, you can use the “Public Users” feature in Filio. Here’s how:
- Log in to your Filio account and navigate to the project you want to share.
- Click on the “ACCESS” button located at the top of the page.
- Under the “Public Users” section, click on the “+ Add User” button.
- Enter the email address of the person you want to share the project with.
- Select the level of access you want to grant to the user – you can choose from “View Only,” “Comment Only,” or “Full Access.”
- Click on the “Add” button to save the changes.
- The user will receive an email invitation to access the project with a unique link to view the project.
Alternatively, you can upload a list of public users in comma-separated format or import public users from your company.
To unshare a project with a public user:
- Log in to your Filio account and navigate to the project you want to unshare.
- Click on the “ACCESS” button located at the top of the page.
- Under the “Public Users” section, find the user you want to remove and click on the “Bin” button next to their email address.
- A confirmation message will appear asking if you want to remove the user’s access. Click “Yes” to confirm the action.
- The user will no longer have access to the project.
Step 4
To edit Filio public users access follow follow these steps :
- Under the “Filio Web Users” section, find the user whose access level you want to customize and click on the pen icon next to their email address.
- A pop-up window will appear with the available access levels: “Full Access,” “Comment Only,” and “View Only.”
- Choose the appropriate access level for the user and click “Save.”
- The user’s access level will be updated, and they will now have the appropriate level of access to your project.