How do you automatically share a project with all company Filio users or specific ones using the default project?

Log into your web account and click on USER, open “Default Project” section. To change the accesses click on the button named DEFAULT PROJECT SETTINGS.

Make sure you turn on the “Activate Default Project” button.

Open ACCESS part, click on Filio Web Users. Check the box “Automatically share with all NA’s Filio web accounts based on the defined groups”. Then click on the button named ” EDIT ACCESS” to give different access to the users.

You can also manually set specific users by typing their email in the ” Add Filio user email ” box, then clicking on the ADD button .

Another way to add users is to Import their emails by clicking on IMPORT USER EMAILS button. Check the users you wish add and share projects with them.

If you have the emails on an Excel sheet, you can import them by clicking on ” Upload comma separated emails.

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