Skip to main content

How do I upload files to a person's profile?

Describes how to upload (add) and delete files from a person's profile.

Updated this week

You will need the Write Files permission to perform these actions.

Navigate to the person's profile and click on the "Files" tab. From here you will be able to view, upload, and delete files from their profile.

Uploading New Files

Click on the "Add File" button. A pop up will appear containing the following fields:

  • Category - This is a required field which allows you to organize and grant permissions by file category. You can add new categories or edit the list of categories by clicking the 3 dots to the right of the dropdown.

  • Name - the name of the file.

  • Description - a description for the file being upload.

  • File - you can drop a file from your computer here or click on the "Browse..." button to search for one. After selecting a file, wait until the file name turns blue to show it's connected.

  • Access Level - This is a required field that allows or restricts access based on a person's profile permissions or the groups they're in. These files can also be limited to just the person entering them.

Once you finish entering the information, click "Save" to finish.

Viewing a File

To view a file, locate the file in the table of a person's Files. Next, click on the name. The file will automatically be downloaded.

Editing and Deleting Files

You can edit or delete an existing file by locating it in the table and clicking the 3 dots at the front of the row.


​

Did this answer your question?