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