What is the Secure File Manager?

With the Secure File Manager plugin, you have the capability to upload files, arrange them in folders, and tailor your privacy preferences. This includes the option to grant public or private access to either specific users or user groups.



What are some use cases of the Secure File Manager?

One of the primary uses of the Secure File Manager plugin is for securely uploading files and internal resources, such a:

  • Sales accounts

  • Client management files

  • Marketing materials

  • Internal employee resources.


What are the main functions of Secure File Manager and how do they work?

Settings

  • Using the settings tab in the Control Panel, you can adjust the privacy settings for your files. This includes permissions that give you, as the app owner, the ability to choose which specific items app users are allowed to view.

  • Public files and folders are accessible to all users and allow for easy sharing with others.

  • Private files and folders are restricted to only the users that you have granted access, and cannot be viewed by anyone else.

Search Bar and Sorting

  • The search bar will allow users to search for the title of a folder or file they are given access to.

  • The sorting function allows you to select either a list or grid view and gives you the option to sort by file size, file type, or date added.

Note that the search bar only allows users to search for the title of the item, and not for any content within the files.

Home Button

  • If you are searching and clicking through multiple folders and sub-folders, the home button will return you to the original list that is available for your user to view.

Note: The Secure File Manager is designed to be user-specific and requires login credentials for access. This ensures that users must register and log in, as granted permission, to use the plugin. This approach provides increased security and allows for customization of accessibility options.


How do I upload my files?

Both the App Owner/Admin and end-users have the option to upload files if you have allow them to do so:

Step 1: Click the + button in the bottom right corner of the Control Panel emulator or on the native app.

Step 2: Select the 'Folder' option to start to build a new folder and assign it a name. You can build sub-folders as well by clicking the same option once you are in an existing folder.

Step 3: If you would like to upload a file directly, select 'Upload'. If you are within the Control Panel or using a PWA, you will be able to select files from your desktop. When using a native app, you will have the option to either select files from your mobile device or take a photo using your device's camera.

Note: This plugin does have a 5 gigabyte limit in regards to the storage capacity for all of your files. You can create room for new files by deleting others.


How do I share, download, and manage my files?

Step 1: To the right of the folder or file, click the three dots to open up this dropdown menu.

Step 2: To share a globally public file or share a file that you have uploaded, click 'Share' to open a files permission settings. Here, you will be able to enter the email address of the user you would like to share this with.

Note: Globally shared items are indicated by the icon to the right of the file itself.

Note: If a folder is shared, any files or sub-folders nested within will also be shared.

Step 3: If you would like to download a public or shared file, click "Download." This will open an external web browser to download and save to print or open in a different program.

Step 4: You can also choose to delete or rename the files and folders from this drop-down menu if you are the owner of said items. If you are simply given shared access, the option to delete will not display.


Related Articles

In addition to this article, we recommend checking out the following related articles so that you have a better insight into how to use the system to its fullest advantage:


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