You can have one user be given access to a particular file within your group of company files. Access is also completely customisable down to specific features or reports using Roles once a user has access to the file.

When you want to give someone access to one of your files sign into the file itself and then invite them from the “Membership” link in the main menu. The new user will be sent an invite for that specific file only to their email address which they then need to activate (by clicking a link in the email) to gain access (we do this to check the email address is valid for security reasons).

To add someone to another file just change to that file and repeat the process.

What if I have someone who needs access to lots of my files?

Contact us and we will attach them for you if you need access changes made for hundreds of files or users in one batch. Instructions must be in writing and be extremely specific.