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Share a Folder Privately with New Users

You can share a folder with a user who does not have a FileCloud account yet but wants one.

This is called a Private share because: 

  • You are only allowing specific users with a FileCloud account to access your folder and all its contents.

When you invite a new user to share your folder and all its contents, the following process occurs:

  1. You share a file and invite a new user to create a FileCloud account.

  2. Enter the new user's email address, invite them to the share, and then send them an email with a link to create an account.

  3. The new user uses the link to create their own FileCloud account.

  4. After the new user signs in, they have a Full Access FileCloud account.

  5. The new user can access the folder and all its contents. Their ability to manage the folder and its contents is determined by the permissions you set. 

To share a folder with users who do not have a FileCloud account

  1. In the user portal, navigate to the folder you want to share.

  2. Hover over the folder and click the Share icon.

    FCShareAccount.png


    The Share link dialog box opens.
    In the Sharing Permissions section, Allow selected users or groups is selected.
    AllowSelected.png

  3. To invite a new user to the share:

    1. In the Users tab, click Invite Users. 
      The Invite users to this share dialog box opens.

    2. In the search bar, type in the user's email address. 
      The system does not find the email address and displays an Invite button.
      FCInviteNewFolder.png

    3. Click Invite.

      • Alternately, click the search icon, and in the new account message, click Invite.
        InviteFolder.png

      • To add or change display name or phone number for a user, click the i icon:
        ChangeDisplayName.png

    4. Add any number of new or existing users to the share.
      To add existing users, see Share a Folder Privately.

    5. Leave Send email checked.

    6. Click Add Users to this Share.
      You may be prompted to add additional information for new users:

      AddNewUser.png

    7. Enter the requested information and click Save, then click Add Users to this Share again.
      The users are added to a Sharing Permissions section of the Share link dialog box. By default the users can view and download the share.

    8. Check and uncheck the Sharing Permissions boxes to make any changes to the permissions.
      For information about each permission, see Private Share Permissions for Folders.

      NewUserAdded.png

       

How the invited user signs up for an account

The invited user receives an email similar to:

FCSharedEmail.png

When the user clicks the link, the following window opens:

2020-10-29_14h28_47.png

The user creates the account using the form, and can then log in to FileCloud and navigate to the Shared with Me folder to view the share.
Note: Depending on your configuration the user may be asked to respond to an email to confirm the new account before logging in.