How to share or unshare a project with any Filio web users with customized access?

Log into your web account and click on the project you wish to share or unshare with any Filio web users.

On the top right, click on Setting sign.

To share or unshare a project with any Filio web users with customized access, you can follow these steps:

1. Click on the “ACCESS” button located at the top of the page.
2. Under the “Filio Web Users” section, you can see a list of users who currently have access to the project.
3. To add a new user, click on the “+ Add Filio User ( web )” button and enter their email address. Or you can upload comma separated Filio web users sheet including user’s emails by clicking on “upload” or import the file from your computer by clicking on “Import” button.
4. Select the level of access you want to grant to the user – you can choose from “View Only,” “Comment Only,” or “Full Access.”
5. Click on the “Add” button to save the changes.
6. The new user will receive an email invitation to access the project with a unique link to create their account or log in if they already have a Filio account.

To unshare a project with a Filio web user:

1. Log in to your Filio account and navigate to the project you want to unshare.
2. Click on the “ACCESS” button located at the top of the page.
3. Under the “Filio Web Users” section, find the user you want to remove and click on the “Bin” button next to their name.
4. A confirmation message will appear asking if you want to remove the user’s access. Click “Yes” to confirm the action.
5. The user will no longer have access to the project.

To edit Filio web users access follow follow these steps : 

1. Under the “Filio Web Users” section, find the user whose access level you want to customize and click on the pen icon next to their email address.
2. A pop-up window will appear with the available access levels: “Full Access,” “Comment Only,” and “View Only.”
3. Choose the appropriate access level for the user and click “Save.”
4. The user’s access level will be updated, and they will now have the appropriate level of access to your project.