Aktenplatz is built for teamwork. You can invite colleagues, employees, suppliers or customers to a project and give them suitable roles and permissions.
1. Manage users
Open the project settings and go to “Users”. Here you see all members of the project. Using the + next to a user you invite more people; with “Create Group” you create user groups.
2. Invite people and choose a role
In the “Add people” dialog, enter the e-mail address and choose the role:
- Owner/Admin – full access; can change settings and manage others.
- Guest – limited access to the project.
- File attachments only – sees only the files shared with them (portal user).
Use “Add More User” to invite several people at once; “Save” sends the invitation by e-mail.
3. Groups and permissions
With user groups you control permissions in bulk – for example which trays or mails a group may see. This keeps things manageable even with many members.