Create user (Admin)

Please note that only administrators and group administrators can create and manage users! After you have created groups in the first step, you can now create users. Click on the relevant group and select the “New user” feature in the feature bar on the right.

In the following dialog box, enter at least the first name, last name, and email address of the new user under “Personal data.” You can also select:

• the language for the user interface for the new user. You can choose between German and English. The invitation email, as well as all other emails in netfiles, will be sent to the user in the selected language.
• if you want to send the invitation immediately or later
• if the invitation should be sent to you and not to the user
• add a short message text to the invitation

You can enter details under “Company.”

The following features are available under “Options”:

• Visibility: Select which users this user is allowed to see:
  • Administrators only
  • Users in shared groups
  • All users
• External file transfer: Enable or disable this feature. You can also set the visibility here:
  • Groups
  • Private
• API access
  • Allow SFTP
  • Allow app access

Under “Access & Groups,” you can set time restrictions and access restrictions on individual folders. Please note that it is easier to assign access rights for groups and folders.

Please note that you can assign access restrictions more easily via groups, folders, and access rights.

By activating the “Send invitation email later” option, you can also invite users to the data room at a later date, e.g. once you have completely set up the data room and uploaded all documents. You then define the access rights to folders and files in the Documents area.

Administrators can also import several user accounts simultaneously into the netfiles data room via a Excel list.