Setting Up Restricted Shared Folders

The owner of a folder can share the folder with a user(s) and restrict their access permissions (read, write only, read/write, read/write/no delete). Typical use-cases are when external users, business partners need to upload and/or download private/confidential documents. This is especially true to communities of interest like legal firms, healthcare firms, financial/insurance firms, and any other companies/businesses that need to restrict file transfer access to any folder
To learn how to create a restricted shared folder, follow the instructions below. Also, you can download this one-page guide for easy reference.

To create a shared folder, follow the instructions below:

1. Go to the Files Tab to create or configure your folder before sharing access.
2. Click the “New folder” option, located on the right-hand menu.
   Alternatively, you can click an existing folder and skip to the next step.
3. Select the folder and click the “Share” button.
4. In the share screen, click “Add contacts”. Click “Add contacts” again to add from your current list of contacts and users.
5. Set the permissions and notifications using the drop-down lists at the bottom of the Add contacts screen.
6. Save.

To create a user for sharing folders, follow the instructions below:

1. Go to the Users Tab to create or configure your user for a restricted folder outcome.
2. Click “Add” or “Add username” to create a new user.
   Alternatively, you can select a current user to change their settings and skip to step 4.
3. Fill in the user’s login credentials and save.
4. Scroll down to the advanced options.
5. Check “Manage user settings”.
6. Check “Add a storage quota” and input “0” GB.
7. Scroll down to “Default FTP folder” and input the name of the folder you want to restrict the user to (optional).