Provide user access to folders

You can also create a new user from the Add People to Folder menu. A client user is created if you add an individual to a folder that is not currently a member of your account.

  1. Click the name of the folder where you would like to grant the new user access.
  2. Access the People tab or the folder access menu.
  3. Click the Add People to Folder button.
  4. Click Create New User to add a client user to your account with access to this specific folder.
  5. The user’s email address, first name, and last name are required. The user is created as a client user and added to the list of users in the pane on the left.
  6. Check the Notify Added Users option in the bottom right.
  7. Save the changes. Your user then receives an email notification that they have been added to the folder and must activate their account.
Provide user access to folders

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