Creating the Guest User Account
First, an Admin will need to set them up as a guest user. They can do this by following these steps:
Login to Revver with Admin credentials. Select the 'Menu Expansion Button' in the left side navigation menu. Select the 'All Features' button to access the All Features pop-out menu.
In the All Features pop-out menu, select the 'Users' button.
Select 'Add User' in the right-hand corner. Create the user account and ensure the proper licensing and permissions are in place.
Note: Once you have created the user, they will receive an email to create their own password.
Folder Level Permissions
Next, you need to ensure they have permissions on a folder level. You can do this by following these steps:
First, select the folder you would like them to upload into. Next, select the 'Permissions Icon' in the right-hand pane.
Select the '+' plus sign icon to add the guest user. Ensure all proper permissions are in place.
Share the Folder
Right-click the folder, select the 'Share' button. Enter the guest user email address, Subject Line, and message. Select 'Advanced Settings' to ensure all settings are properly put in place. (Read more about Advanced Settings in the section below.)
Note: When your guest user selects the link in their email, they will be directed to our portal to login with their username (email address) and password.
Advanced Settings - Email Sharing the Folder
To access the 'Email Sharing Advanced Settings' window, select 'Advanced Settings'.
Here, you have several different options:
First, you can change the recipient's shared permissions on this folder. Second, you can choose to be notified when there are upload, download, or deletion activities on this shared folder. Last, you have the option to select an expiration date. Please note that the Write permission will allow your guest users that have access to this location to upload files.
If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours
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