Steps to Add Public Users
Follow these steps to create and assign a public user to your project.
Step 1: Log In and Access Users
– Log in to your Filio web account. - From the left sidebar, click the “Users” option to open the user management page, showing your list of users.
Step 2: Add a New User
At the top right of the user list, choose between two options:
– Click “+Add Users” to upload a file (e.g., CSV) containing multiple user details for bulk creation.
– Click “+Add User” to manually add a single user. In the “Add User” popup, fill in the fields for First Name, Last Name, Cellphone Number (with country code), and Email, then click the orange “Add” button.
Step 3: Edit Role and Assign to Project
– In the user list, click the edit icon (a square with an arrow) next to the new user, located beside the trash icon, to open the edit popup.
- Go to the “User Information” tab, where the user is set as a Standard User by default. Change the role using the dropdown (options include Public User, Own Account Only, Own & Super-Admin, Super-Admin Only) and set Project Creation Rights (choose to allow or restrict project creation).
- Switch to the “Projects” tab, search for the project by name or code, then check the box to assign the user (you can add to multiple projects).
– Click “Save” to apply. The user will now have the selected role and project access.
Tips and Warnings
Add users effectively with these tips and important notes.
- Use a CSV file with “+Add Users” for bulk imports to save time.
- Assign multiple projects at once in the edit popup for efficiency.
- Start with “Public User” role for limited access, then upgrade as needed.
- New users are set as standard by default, so make sure to change the role to “Public User” for external access.
- Assigned projects will appear only after the user logs in, so remember to notify them by email.
- Only Super Admins can add or edit users, so check your permissions first
Invite Public Users to Your Filio Projects Today!
