Dedicated interface for viewing, managing, and updating financial information, transactions, and payment methods for subscribing services
This tab contains information about the plan and add-ons for the currently selected project.
This tab contains invoicing and payment information for the company.
The invoices page provides a comprehensive summary of both paid and pending invoices, offering the ability to download them for record-keeping and reference.
Teams help organising users into groups and set team-based permissions on folders and assets
Authorized users can create teams with the button. Following fields are needed to create a team:
To manage team members, users can either:
Click on an existing team to show the team composition on the collapsible right side panel
Access the Manage members option from the actions menu ...
Both options provides:
A list of existing team members with an option to remove them from the team (trash icon)
A link to add new members with their name / email either -- addition can be done one by one or in bulk
A search to quickly find an existing team member (first name, last name or email)
| Setting | Description |
|---|---|
| Setting | Description |
|---|---|
| Setting | Description |
|---|---|
| Parameter | Description |
|---|---|
Plan overview
Describes the current plan being subscribed to
Purchased Add-ons
This is a list of all subscribed and activated Add-ons for the current plan
Available Add-ons
This is the list of additional add-ons that can be enabled
Billing address
Specify (or update) a billing address and contact email for invoicing
Invoice email
Add contacts who should receive copies of the invoices
Payment method
List of available payment methods for making payments on your invoices. You can only choose one option.
Payment method: Card
Once "CARD" is selected, you will be required to enter your card details, which will be used to make payments.
Payment method: Bank (manual)
Once "Bank (manual)" is selected, a bank transfer will be setup and used to make payments.
Payment method: Direct debit
Once "Direct debit" is selected, you will be required to enter your IBAN, which will be used to make payments.
Logo (optional)
HEIC, JPEG, PNG, or WebP, max size 5MB
Name (required)
Name of the team
Description (optional)
Free text
Company-wide settings applying to all projects
This page contains company-wide settings applying to all projects
This page section contains the key personal information about the user:
In this section, the user can specify the security settings company-wide
Configure SSO for users to log in with their corporate credentials (such as Active Directory, Okta or Azure AD / Entra ID) into Filerobot.
An Identity Provider supporting SAMLv2 is required.
To configure SAMLv2-based SSO, click on the Add SSO connection button. Any Identity Provider supporting the SAMLv2 protocol is supported.
After saving the SSO connection, every user attempting to log in with an email address from the domain configured in Step 3 will be redirected to the configured Identity Provider and automatically logged into the Asset Hub if an active SAMLv2 session is enabled.
This section manages all users with Filerobot Asset Hub access
The Invite users modal is used to invite users where single or bulk invitation emails can be sent. Users can be created at the company level for access to all corporate projects or at the project level for access to a single or multiple projects.
The Asset Hub supports various user access levels, a.k.a. user level.
In addition to the standard levels mentioned above, administrators have the possibility to create up to 5 custom levels and define for each which pages and menu will be available
Custom project levels are available for company-wide and project users (they don't have access to company-related informations)
Users can only invite lower-level users, with the exception of project-level Managers, who can also invite Manager.
Email address
User level (see above)
Access scope:
Entire company
Project(s): select projects user should have access to
Once validated, an email invitation is sent to the user's email address.
A user can only manage lower-level users, e.g. a Viewer cannot manage a Manager.
The following attributes are available for editing:
User level
Active or inactive status
Access scope
It is also possible to create custom user attributes fields on top of the existing system fields (email, name..)
| Setting | Description |
|---|---|
| Setting | Description |
|---|---|
| Setting | Description |
|---|---|
The user levels Owner and Administrator are only available for company-wide users as they have access to company-related information such as or
| User level | Available menu |
|---|
The user level determines which Asset Hub menu items are visible to a user. The user level does not govern the folders and assets a user can view or the permissions assigned to them. These accesses are controlled via the gallery role assigned via the modal.
Custom company levels are only available for company-wide users as they can have access to company-related information such as or
Individually or in bulk, new users can be added via the button. Following fields are needed to invite an user:
Company name
The company name displayed in the upper left corner of the Asset Hub, unless a project logo has been uploaded under Branding
Default language
When a Default language is selected, it will be used for all users.
Please note that it can be changed individually in My Account by each user.
Multi-factor authentication
Enable or disable MFA for all company or company project users. The MFA Code will be sent via email. Please note that MFA is bypassed if SSO is enabled.
Single sign-on (SSO)
Configure SAMLv2-based SSO to enable users to access the Asset Hub using SSO via an Identity Provider (IdP).
Prompt new users to accept the company's Ts & Cs on first login
Enable or disable the requirement for users to accept the customizable T&Cs upon first login
Ts & Cs content
The custom text or HTML to display to users on their first login. Supports multiple languages.
Force all users to accept the new Ts & Cs
Modifying the content of Ts & Cs will create a new version. Enabling this setting will force users having already accepted the previous version of the Ts & Cs to accept the updated version upon next login.
Owner (company only) | All Hub pages & System Settings |
Administrator (company only) |
Accountant |
Manager |
|
Developper | All Hub pages System settings:
|
Contributor | No System Settings Hub:
|
Viewer | No System Settings Hub:
|
All Hub pages & System Settings Limitation on : Administrators can only manage users with lower levels than Administrator
Only
All Hub pages & System Settings except and settings Limitations on :
