PROJECT ORGANIZATION & TEAM ACCESS

Organize Projects. Align Teams. Control Access.

Keep projects, offices, team assignments, and access permissions connected in one organized workspace.

Supplied Filio sample-data composite showing the Overview dashboard, a Projects directory with a map, and individual user access settings.

PROJECT CREATION & TEMPLATES

Set Up Projects Faster. Keep Every Detail Connected.

Create projects through a guided setup that connects the right office, project details, team members, and location from the start. Reuse Default Project Templates to maintain consistency across your projects.

Configure Project Settings

Select an account you can use for the project.Assign the project to the appropriate office.Choose its initial project status.

Filio Create New Project, step 1 Project Settings, with a fictional Sample Account value, Office and Project Status controls, and Cancel and Next buttons. — Filio Web App · Sample account

Connect Users & Groups

Import users from your company directory.Use Users List and Groups List to associate the right people.Establish the project’s initial team assignments.

This preview shows an empty Users List. Detailed access permissions are explained separately.

Filio Create New Project, step 3 Users & Groups. Users List is empty, with No users have been added to this project yet, a Groups List tab, and Import Users From Directory, Back, and Next controls. — Filio Web App · Empty Users List shown

COMPANY & OFFICE MANAGEMENT

One Company. Multiple Offices. Clearer Collaboration.

Keep multiple offices organized under one company, with a dedicated place to manage each office's information, members, and administrators. Give teams across different locations a clearer structure for managing people and coordinating work.

Find and manage your company's offices in one searchable directory. Review office records and keep each location organized.

Filio Office Directory with eight fictional offices, Search offices, New Office, and Office Name, Last Updated, Office ID, and Tools columns. — Filio Web App · Sample Data

USERS, ROLES & SUBSCRIPTIONS

The Right People. The Right Access. All in One Place.

Bring your team together, assign the right roles, and manage user access and subscriptions across your organization.

Select an image to inspect the full-resolution interface. With the image focused, press Enter to open it and Escape to close.

Search and filter your directory, narrow it by office, and review internal and external users alongside their roles and subscription status.

Explore the user directory guide

Filio Users directory with fictional demo users, Search users, an Office filter, Filters, Add User, and columns for contact details, last activity, subscription status, role, and tools. — Filio Web App · Sample Data

GROUPS & PROJECT PERMISSIONS

Organize Teams. Keep Project Access Under Control.

When multiple people work across different projects, keeping everyone organized can become complicated. Filio helps you create groups, manage members, assign groups to projects, and configure access permissions—all in one place.

Choose individual access in Filio’s User Access settings.

Filio User Access dialog showing Data Collector Mobile App Access selected, Full Access unselected, and individual Edit Media, Move Media, Import Media, Export Media, Reports, Delete Media, Settings, Users Access, and Edit Map & Plans controls. Only Edit Media, Export Media, and Reports are selected in this example. — Filio Web App · Sample Data

Give Each User the Right Level of Access

Match access to each person’s responsibilities, from media editing and reports to project settings.

Choose permissions selectively

Enable only the capabilities a user needs. Full Access is optional.

View all 11 permissions

Full Access
Edit Media
Move Media
Import Media
Export Media
Reports
Delete Media
Settings
Users Access
Edit Map & Plans
Data Collector Mobile App Access

Mobile collection requires Data Collector Mobile App Access and an appropriate subscription seat. Group membership alone needs no subscription.

Group management guide

Bring office teams and collaborators into clearly defined groups, so administrators can find and manage people by the work they do together.

Filio Groups directory focused on the fictional Atlanta Field Team and its member and project counts. The wider desktop view also shows Boston Project Managers, Preconstruction Team, search, and the Office filter. — Filio Web App · Sample Data

Coordinate teams across projects

Keep people who work together organized in groups. Review each team’s members and project assignments as your portfolio grows.

Set access for each individual

Groups organize people and project assignments. User Access settings control the features and tools each person can use; Full Access is optional.

Group management guide

Review the group’s members in the Users tab. Add or remove people as teams and responsibilities change.

Filio group editor with Users selected, search, Import Users From Directory, and fictional Jordan Lee, Maya Carter, Alex Rivera, and Taylor Brooks using example.com emails and 555 phone numbers. Subscription and Access columns are visible. The captured application's dialog title reads View & Unassign This User’s Projects. — Filio Web App · Sample Data

Coordinate teams across projects

Keep people who work together organized in groups. Review each team’s members and project assignments as your portfolio grows.

Set access for each individual

Groups organize people and project assignments. User Access settings control the features and tools each person can use; Full Access is optional.

Group management guide

Review a group’s project assignments to see where the team is involved. Keep those associations current as project responsibilities change.

Filio group project assignments, focused on five fictional project names: Riverside Bridge Inspection, North Campus Utility Survey, Westside Drainage Upgrade, Midtown Tower Renovation, and Airport Terminal Expansion. The wider view includes the dialog title, Projects tab, search, and project codes. — Filio Web App · Sample Data

Coordinate teams across projects

Keep people who work together organized in groups. Review each team’s members and project assignments as your portfolio grows.

Set access for each individual

Groups organize people and project assignments. User Access settings control the features and tools each person can use; Full Access is optional.

Group management guide

Keep Every Project Organized.Give Every Team the Right Access.

From organizing projects and offices to managing users, groups, and permissions, Filio helps your team work together with clarity and control.

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Organize Projects. Align Teams. Control Access.

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