Using the Drive Apps

On a Workstation

2.1.8. Inviting to a shared item

In order to share data with specific persons with read or edit access, you can invite internal users or external partners to a shared item. The users will receive an E-Mail invitation. If an external partner accesses the share, the partner will automatically be logged in as guest user.

How to invite internal users or external partners to a share:

Note: Before using this function on a Mac OS workstation, you have to enable the Drive Finder Extension.

  1. Open the local Drive folder in your system's file browser.

  2. To send an E-Mail invitation for accessing a share to internal users or external partners, select Invite people in the context menu.

    A window opens. It contains functions for inviting persons to a share.

  3. Select the Create invitations tab and do the following:

    • On a MS Windows system, enter a name or an E-Mail address in Add people.

      To also share the subfolders, enable Apply to all subfolders.

    • On a Mac OS system, click the + icon. Enter a name or an E-Mail address.

    While entering the recipients, matching suggestions are displayed. To accept a suggestion, click on it. The E-Mail address will be added to the list as internal user, group or guest. Preset permissions are granted.

    If required, enter a message.

  4. To edit the permissions, you have the following options:

    • In order to adjust a user role, click on the currently active role next to the name. Select an entry from the menu.

    • In order to remove a permission, click the respective icon next to the name.

  5. If you already shared the selected item, you can change the sharing parameters. To do so, select the Manage invitations tab.

  6. Click on Apply.

Also see

Parent topic: On a Workstation