By inviting users, you choose who can access the folder and what permissions they’ll have based on their assigned folder roles.
How do I invite new users to my folders?
You can invite users to your folders directly from your My Folders dashboard by clicking the link 'Invite users' button.
A new window will pop up. Fill in the necessary details:
Input the email address of the person you wish to invite. You can invite several people at once, just make sure to separate their email addresses with a coma.
Choose the appropriate role - Administrator or User - based on the level of access you want to grant.
Select the folders you want them to have access to - or choose 'select all folders' if you want them to have access to all of your folders.
Administrator or a User? What's the difference?
👉 User - can import and export documents and access automation settings. User can not invite or remove other users from the folder.
👉 Administrator - can do all actions within a folder, has access to all folder settings and can also invite or remove other users.
Note: The invited individual will receive an email with instructions to access the folder. If they're new to Datamolino, they'll be prompted to create an account.
More on how to accept an invitation in this article
Why am I missing the "Invite users" button?
If you are missing the "Invite users" button, you don't have the necessary permissions to manage the folder(s) users. You need to be an administrator of the folder.
How can I add users for just one folder?
To add users for just one folder, click on the Manage Users button inside the folder and invite the users.
How can I remove users from a folder?
To remove users from a folder, click on the Manage Users button inside the folder and then click on Remove user.
Why am I receiving the "You are not authorized to access site" error when I click on Manage Users?
If you are receiving the "You are not authorized to access site" error when you click on Manage Users, then you don't have the necessary permissions to manage the folder's users. You need to be an administrator of the folder.
