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Give a user access to File Management

How to provide a user access to the File Management folder in AutoEntry.

Brian Carolan avatar
Written by Brian Carolan
Updated over a month ago

By default, the File Management folder will be hidden from all users, including the billing account holder, when a company is first created.

You can grant access through the People page. Click the edit iconEdit icon which is a pencil. beside a user's name and adding the permissions, or when inviting a new user.

Check the boxes for File Management at the bottom:

  • View/Edit

  • Upload

These settings automatically save.

Once done, the File Management folder will be viewable on your company's homepage.

File Management folder.

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