Sharing Files & Inviting Users

Neatly gives you control over who can see which files and categories with category-based sharing permissions.
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Choose which file categories to share

Inviting users to your Neatly dashboard

Neatly shares links to files saved in Google Drive, cloud storage platforms or the web. Permission to view or edit the files are made the category level.

Invited users can only see a category (and its files) if they were given invited to the specific category.

For example, if your Neatly dashboard has three categories and you invite a user to one of them, they will not be aware that the other two categories exist (i.e. they won’t see them in Neatly).

Roles & permissions

When inviting or sharing categories or files, you can decide whether to grant another user viewing or editing permission.

Viewing permission

Anyone who has viewing permission for a category can see which files or file groups are in the category and open every file.

Editing permission

A category editor can upload, update and edit any files within a category. An editor can also invite other users to view or edit their category.

Roles

Admin

  • Can view and edit all categories and files
  • Can view and manage billing info and edit the users list

Editor

  • Can view and edit categories which he or she has editing permission to and all files within those categories.
  • Can create a new category and can add/edit everything in the category.

Viewer

  • Can view categories he or she was given access to as well as edit files in those categories

How to invite new users

Invite individual users

  1. Click on the the “Settings” link in the upper right corner and click on the “User List” tab.
  2. Click on the “Invite user” button.
  3. Add the user’s email address to the dialog, as well as the viewing or editing permissions.

Invite users in bulk

  1. Click on the the “Settings” link in the upper right corner and click on the “User List” tab.
  2. Click on the “Invite user” button.
  3. Click on the “upload a user list” link in the bottom right side of the invite dialog
  4. Upload an Excel file with a list of email addresses (no column heading)
  5. After confirmation, edit permissions in the user list

Sharing files & Categories

You can share a category with another Neatly user which will give them access to all of the files in (and future files added) the category and all of its sections.

Please note, when sharing a Google Drive file with another user, you will grant that user file editing permission in Google Drive. You can override this permission in the Google Drive file sharing options.

Sharing on invite

When invite a new user, you can choose which categories to share as well as the category permissions (view vs view & edit).

Edit sharing in the user list

You can change category access as well as viewing and editorial permission for each user in the User List (Settings > User List)

Share directly from the category

You can share a category with any active Neatly user using the category icons. The icons become visible when you click on a category.

After clicking on the category, click on the person icon to share a category and set sharing permission (view vs view & edit).

share category

Share from the file menu

You can click on the file menu on the right (“…”) to share the file’s category with another active user.

share file