Create a New Customer #
- Go to Settings
- Click Create New Customer
- Enter customer details (Name, Email, Password, Phone, etc.)
- Click Create
Assign File Permissions #
- Go to the Folders section
- Click on the Permission icon next to the file
- Click Add Permission
- Select the customer
- Choose access type:
- Read (View only)
- Write (Edit access)
- Click Save
Assign Folder Permissions #
- Click the three dots (⋮) next to the folder
- Select Add Permission
- Choose the customer
- Select required access:
- Read
- Write
- Allow Sub-folder Access
- Click Save
Customer and permissions are successfully configured.