Using the Drive Apps

On a Workstation

2.1.8. Inviting to a shared item

In order to share data with specific people 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 a 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 this function:

    • Drive > Invite people on an MS Windows system

    • Invite people on a Mac OS system

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

  3. Enter a name or E-Mail address in the Create invitations tab. 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, the following options are available:

    • In order to adjust a user role, click the Current role icon next to the name. Select an entry from the menu.

    • In order to remove a permission, click the Remove iconnext 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 Finish.

Also see

Parent topic: On a Workstation