ShareFile

Invite users to a project

May 14, 2026

Contributed by:

Project owners can invite users to a specific project they own and can provide those users default access roles or custom access.

The following instructions include the steps necessary to invite new users including both contributors and team members.

Select … More options then Manage project users. The Manage project users pop-up displays.

Project users can be an internal user (owner or team member, client, client limited or custom)

NOTE:

There are additional capabilities accessible now by the 3 dot menu to the right of a Project User.

For more information, see Manage user permissions in a project.
Select Share to add other users to the project.
Type the name of the user you want to add.
Choose the permission set based on the type of user you are inviting. For more information regarding permissions, see Managing user permissions.
Provide an optional message for the user.
Select Share.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

Was this article helpful

Invite users to a project

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Invite users to a project

In this article