How to share or unshare a project with clients who do not have a Filio web account with customized access?

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

Step 1: Open the Project

Navigate to User Access Settings

• Go to the project’s Settings.

Step 2: Navigate to User Access Settings

Find and click on User Access to manage the users for this specific project.

Step 3: Add Users by Email

• In the User Access panel, type in the email address of the person you want to add.
• You can give them specific access such as:
  • Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.
  • Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.
  • Full Access: Grants all permissions except for those you choose to restrict.
• Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.

The user will receive an email invitation to access the project with a unique link to view the project.

Step 4: Review Subscriber Status

• After adding users, check their status:
  • Yes under Subscriber: The user has Data Collector access.
  • No under Subscriber: The user only has web access.

Step 5: Upload or Import Users

Upload Comma Separated Users

Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.

• • Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.
  • Full Access: Grants all permissions except for those you choose to restrict.
• Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.

Import users from your company

• You can also add users by importing contacts from your company’s existing database within Filio.

To edit Filio public user’s access 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. • • Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users. The user will receive an email invitation to access the project with a unique link to view the project.
     • Project View, Edit Media, Import Media: Assign specific roles based on their involvement in the project.
     • Full Access: Grants all permissions except for those you choose to restrict.
   • Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.
3. Choose the appropriate access level for the user and click “Edit”.
4. The user’s access level will be updated, and they will now have the proper level of access to your project.

By following these steps, you can effectively centralize and manage user access within your projects, ensuring everyone has the correct level of access needed for their role.

For more information, you can always [email protected].