Step-by-Step Guide to Adding Users to Multiple Projects
Step 1: Open Filio and Select Your Projects
Log into your Filio web app. From the Projects list, select all the projects you want to assign a user or group to. You can select multiple projects at once by clicking each checkbox.
Step 2: Click “Settings” for Bulk Actions
After selecting projects, click the Settings button at the top-right. This opens the bulk project settings menu. Choose: Add Users and Groups
Step 3: Import Users from Your Directory
Click Import Users From Directory. A list of all users in your company appears, including internal and external users. Select one or multiple users → click Add.
Step 4: Assign Project Access Permissions
After adding users, you will see project-level access options such as: Edit Media Move Media Import Media Create Reports User Access (view project team) Export Media Edit Map & Plans Data Collector Mobile App Access Recommended by Filio For security reasons: Do NOT enable “Delete Media” Do NOT enable “Settings” (These should only be used by Super Admins.) Choose the permissions you want → click Save.
Step 5: Make Sure Users Have a Data Collector Subscription (If Needed)
If a selected user does not have a mobile subscription, Filio will notify you: “X selected users don’t have Data Collector subscription.” To continue: Go to Users Page → Assign subscription → Return to project settings.
Step 6: Add Groups to Multiple Projects (Optional)
On the right side of the “Add Users and Groups” window, you’ll see a Groups tab. You can: Select existing groups Add those groups to all selected projects Confirm to assign all members at once
Step 7: Create a Share Link (Optional)
If you want to give access through a temporary share link: Click Create Share Link Add user emails or phone numbers Choose access permissions Set expiration time: 1 day 1 week 1 month 1 year Unlimited Click Send Users will receive a secure link to access the project(s).
Tips and Warnings
Add users effectively with these tips and important notes.
- Use bulk assignment when onboarding new teams to save time.
- Assign groups to projects if you frequently add the same team across new jobs.
- Always review allowed permissions before confirming.
- Do NOT enable “Delete Media” or “Settings” for standard users.
- Users without Data Collector subscriptions cannot access projects on mobile.
- Share links can be forwarded — always set an expiration for safety.
assign users and groups to one project or multiple projects with just a few clicks.