HCP Anywhere User Help

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Inviting users to a shared folder

If you are the owner of a shared folder, you can invite other users to join the folder at any time. When a user accepts your invitation, they receive access to the folder that you shared.

For information on creating a shared folder, see Sharing a folder from the User Portal.

To invite users to a shared folder:

1.On the Files page, do one of these:

oNavigate to the shared folder you want.

oUse the search bar in the top left corner of the window to search for the shared folder you want. 

2.Mouse over the folder.

A Sharing button appears.

3.Click on the Sharing button.

A menu appears.

4.Click on Manage Shared Folder.

The Shared Folder window opens.

5.In the Find users field, enter the name of a user or distribution group that you want to invite. Then press Enter.

The list displays the users and groups whose names match the name you entered.

6.Click on the Add User button for each user you want to invite and the Add Group button for each group that you want to invite.

7.Repeat steps 5 and 6 for each user and group you want to add.

8.Optionally, once a user or group is in the invitation list, set their member role.

The member roles for a shared folder are: Collaborator and Viewer. For more information on member roles, see Changing member roles in a shared folder.

Note: If you are inviting a distribution group to a shared folder, you set the member role for the entire group. However, the member role of a user who is already part of the shared folder does not change.

9.Click on the Send Invites button.

HCP Anywhere sends out invitations to the users you've invited.

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