Adding and Managing Users
Follow these steps to add users to your company account and manage their details efficiently in the Filio Web App.
Step 1: Access the Users Section
Log in to your Filio Web App account and select Users from the sidebar.
Step 2: Add Users
Choose one of two methods to add users:
– Bulk Add: Click + Add Users to upload multiple users. Download the Excel template, enter details (one user per row), and upload the file.
– Single Add: Click + Add User and enter:
– First Name (required)
– Last Name (required)
– Phone Number (required)
– Email (optional)
Step 3: Validate Company ID
For users with personal emails:
– Option 1: Click Request Company ID from Admin and enter the admin’s email.
– Option 2: Click Back to Enter Company ID and paste the ID directly.Once validated, users receive a 6-digit code via phone and email to complete setup.
Step 4: Automatic User Assignment in Projects
Your user is automatically added to new projects. If using a Default Project, its users and groups are added automatically.
Step 5: Search and Add Users or Groups
Search for users by name to add them individually. Search for groups (if created) to assign them directly.
Step 6: Filter Users
Filter users by:
– Office (see “How to create an office”)
– Role
– Subscription Status
– User Type (Internal/External)
– Last Activity
Step 7: Edit User Details
Click the Edit icon under the Tools column. Update:
– Company and Office assignment
– Role (e.g., Standard User, Office Super Admin, Company Super Admin)
– Project Creation Rights
Step 8: Proceed or Skip
Click Next to continue project setup or skip if user management is complete.
Tips and Warnings
- Validate Company ID for the external users
For users:
If you as a company super admin
- Click Request Company ID from Admin and enter the admin’s email.
- Click Back to Enter Company ID and paste the ID directly and click add
2. Use the Excel template for bulk user additions to save time.
3. Filter users by Office for location-based management.
4. Assign roles carefully to match project responsibilities.
- Ensure phone numbers are valid, as they’re required for setup.
- Verify Company ID for users with personal emails to avoid delays.
Manage Your Users in the Filio Web App Today
