File categories are created by users with the Administrator role and serve to maintain the same files structure throughout the whole organisation. When creating a file category the scope (client/object/unit category) and which roles are allowed to view or manage the files within the category can be determined. 


  1. Click on the apps icon at the top right of the toolbar and then select Files
  2. Click on Settings at the bottom of the left menu
  3. The page with all existing file categories will appear
  4. Click on the blue round button with the add icon to Add 
  5. Type an appropriate title in the Title field
  6. Select the scope (client/object/unit category) for which the file category needs to become available
  7. Select the roles that are allowed to view the files within this file category
  8. Select the roles that are allowed to manage the files within this file category
  9. Click on Add to add the file category


Click here to learn what file categories are.


Take note! In Files fixed roles apply. Click here to learn what fixed roles are.