How to add users and centralize user management by giving appropriate access to team members and external collaborators?

Managing User Access

Centralize user management 

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.

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

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