How to use FileVert with a team

Complete guide based on our official documentation to effectively manage your FileVert team. Team leader, invitations and centralized permissions.

Guide

4 steps to build your team

A simple and fast process to invite your collaborators and manage access

1

Become Team Leader

Subscribe to FileVert and automatically get team leader status

  • Automatic status upon subscription
  • Ability to adjust your subscription
  • Complete control over access and permissions
2

Buy user credits

Add credits to create accounts associated with your main account

  • Additional user credits
  • Accounts associated with your main account
  • Up to 100 users per team leader (unlimited with SSO)
3

Send invitations

Share the invitation link from your dashboard

  • Access to FileVert dashboard
  • Invitation link generation
  • Simple sharing with your team
4

Members join the team

Your collaborators register and are attached to your organization

  • Registration via invitation link
  • Automatic attachment to your organization
  • Benefit from your account features

Features

Benefits of team management

A collective and controlled approach to optimize your organization's collaboration

Centralized management

Control access and permissions of all your collaborators from one place

Individual customization

Each member can customize their interface while keeping account benefits

Flexible Add/Revoke

Add or revoke users at any time according to your needs

Up to 100 users

Manage a large team with possibility of extension on quote. Unlimited with SSO.

Shared credits

All members benefit from your subscription features

Enhanced coordination

Collaborative workflow optimized for team projects

Benefits

Measurable benefits for your organization

60-80% savings

Budget control

One team leader subscription for the entire organization

100% control

Enhanced security

Centralized access management and instant revocation

Adoption <5 min

Usage simplicity

Simple link invitation, no complex configuration

Up to 100 users

Maximum flexibility

Add/remove users according to projects

Use cases

Use cases by sector

How different types of organizations use FileVert as a team

Creative agency

Team of graphic designers, developers and project managers

Exemple

Sharing mockups, assets and client deliverables with centralized access management

Expertise firm

Accountants, lawyers, consultants

Exemple

Secure exchange of client files with traceability and specific permissions

Commercial team

Salespeople, pre-sales engineers, customer support

Exemple

Sharing presentations, quotes and technical documentation with prospects

Tech startup

Developers, designers, product managers

Exemple

Collaboration on prototypes, specifications and assets with agile workflow

Frequently asked questions

Everything you need to know about FileVert team management

By subscribing to FileVert, you automatically get team leader status. You can then buy user credits to invite your collaborators and manage their access from your dashboard.
You can invite up to 100 users per team leader. Beyond that, an extension is possible on quote according to your specific needs.
The process is simple: you generate an invitation link from your FileVert dashboard, you share it with your collaborators who register and are automatically attached to your organization.
Yes, all your team members benefit from your main subscription features, while keeping the ability to customize their interface individually.
Absolutely, centralized management allows you to add or revoke users instantly according to your needs, with complete control over access and permissions.
One team leader subscription for the entire organization allows savings of 60 to 80% compared to individual subscriptions, with centralized budget control.

Ready to manage your FileVert team?

Build your team in minutes and benefit from optimized collaboration with centralized management.