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Tips and tricks to help you navigate your workspace

Search results for:ADD USERS
Inviting users to your workspace
With unlimited users, everyone can have access to the files they need… Inviting users from the quick add modal… From the Quick add link in the bottom-left corner of your workspace From the Users area in your
Giving teams and users access to Restricted files and Collections
If a Collection is Restricted, you can add Teams and users by typing the Team name or the users' name… To do this, expand open the Users and Teams with access toggle. Add your Teams and/or users… To add an individual user, type their name in the Add Users and Teams field
Creating Teams in your workspace
Organize your users into Teams so you can easily give multiple users at a time access to Collections and files… When giving access to a Team instead of individual users, it can allow you to add and remove users from… You can edit an existing team or add a new one by clicking the '+ Add Team' button at the top-right corner
Adding expiration dates to files
Learn how to enable and add expiration dates to files in your workspace… In some cases, you may want to restrict certain files from your workspace users, or you may need to set… From the dropdown, you can select 'No action', 'Disable downloading', or 'Add watermark'
How do I multi-select files?
From that action bar, based on your workspace permissions, you can: Add the files to another Collection… the selected files From the three-dot menu icon, you can Edit the selected files Add… teams and/or users to collaborate on the selected files Copy the file IDs of the selected files
Creating and managing Custom Tag Categories
Under the 'Add' section, if a user role is toggled on, users will only be able to add tags, not edit… All users will now be required to add at least one tag to this Custom Category when editing a previously… tags in a Custom Category required Adding tags to your files makes it infinitely easier for your users
Adding custom-branded watermarks to files and/or share links
Add watermarks, with your own logo or mark, to your files to be enabled based on user role, expiration dates, share links, and more!… 2. Add a watermark to images in share links… Visible on image files for users in custom roles you create. Jump to info
Creating Custom Roles
Custom roles allow you to create unlimited combinations of capabilities for your workspace users to solve complex business needs… Can add/remove files from Collections: This feature is toggled on by default and allows users to add… To add a Custom Role, click the + Add Custom Role button
Editing files and Collections
or remove the ability for other users with access to add or remove files Feature the Collection… uploaded it) or have an editor role, you can change titles, descriptions, file status, visibility, and add… Change the Collection name Move the Collection to a different location in your workspace Add
How do I edit a Collection?
Remove the ability for users with access to add/remove files from this Collection