Files: For Workspace and Guest Users
Rachel Sharp
Last Update 4 months ago
Files can be shared with Crew Members, or available for your Workspace Users and External Users only.
We typically see Files being added to the Workspace but not shared with Crew in the following circumstances:
- recruiters preparing vessel specific reports on candidates that they want to share with their clients
- sharing Files with an auditor
- sharing T&C with your client (as an External User)
You can add Files to a:
- Crew Profile
- Group
- Workflow
If you want to share Files with your External Users, you need to add the Files to the Group
Navigate to either:
- the Crew Profile
- the Group
- the Workflow
In the Files section, click Add a File or Upload a file and select the appropriate file from your device
Ensure you don't toggle the "share with Crew Member" to on!
Example of files being shared via a Group with External Access:
