Instead of creating user accounts manually, you can:
- Send access via email or phone number
- Control permissions (view, edit, export, etc.)
- Set expiration dates
- Manage and track all shared links in one place
This makes collaboration fast, flexible, and secure.
Step-by-Step Guide
Step 1 – Select the Project
Log in to Filio and go to the Projects page.
Select the project you want to share.
Make sure the correct project is selected before continuing.
Step 2 – Open Access → Share
From the left sidebar:
- Click Access
- Then select the Share tab at the top
On this page, you will see existing shared links (if any). Click the + Add button in the top right corner to create a new share link.
Step 3 – Create Share Link and Add Recipients
A Create Share Link modal will open. Inside this window:
3.1 Name the Share Link
Enter a title for your link (for example: Project Access – Client Review).
3.2 Add Recipients
You can invite users by:
- Entering an email address and clicking + Add
- Entering a phone number and clicking + Add
You can also import users if needed.
Step 4 – Set Permissions and Expiration
Permissions
Choose what the user can access:
- All Access
- Import Media
- Export Media
- Edit Media
- Reports
- Edit Map & Plans
- Delete Media (optional – use carefully)
We recommend not enabling Delete Media unless necessary.
Expiration
Set how long the link will remain active:
- From one day
- Up to unlimited access
Step 5 – Send the Link
Click the yellow Send Link button.
The system will:
- Send the link to selected recipients
- Grant access based on your selected permissions
Step 6 – Manage and Reuse Share Links
Open Access → Share
From the project page, on the left sidebar:
- Click Access
- Then select the Share tab at the top
On this page, you will see existing shared links.
Click the pen button in front of each shared links to edit:
- It will appear in the Share list
- You can copy the link manually
- Edit permissions anytime
- Track expiration dates
- Delete the link if needed
This allows you to fully control access even after sharing.
Tips and Warnings
Make the update smooth with these quick tips and notes.
- Use descriptive names for links to stay organized
- Set expiration dates for external users
- Limit permissions for better data security
- Reuse existing links instead of creating new ones
- Use manual copy link when needed for quick sharing
Control who sees what in Filio.
