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Admin Settings

SuiteFiles Admins can manage their account, users,  subscription & folder permissions all from within the SuiteFiles Web App.

In this article

Admin settings overview

Here you can manage your business contact details, your subscription, credit card details and more.

If you're a SuiteFiles Admin, follow these steps:

  1. Click your user name in the top right corner of the SuiteFiles Web App
  2. Select Admin settings

Account & Billing

Under Account & Billing, you can:

  • View your SuiteFiles Site URL
  • View or change your subscription plan
  • Edit your business name. The new business name will be reflected on your SuiteFiles invoice, and in all email correspondence sent from SuiteFiles (e.g. Document Signing and Connect emails)

  • Update the Contact details of your key account holder:

Under Billing you can:

  • View your current active Users count
  • View your current Monthly subscription fee
  • View your Next payment due date. Click on 'View user breakdown' to see the list of current active users for your site
  • View your current Billing email address. To change these details, click on 'Update billing details'. NB this does require you to enter your credit card again.
  • View your current Payment information. To update your credit card, click on 'Update billing details'. Click here for step by step instructions.

Users

The Users list displays the users with access to your SuiteFiles site. You can filter the list to 'All users', or to those with 'No access to site' from the drop-down.

M365 admin and SuiteFiles role

The users table displays certain M365 admin roles such as Global admin and SharePoint admin. These users will automatically inherit full admin access in SuiteFiles when activated. To change a user's SuiteFiles role, follow the steps here. 

Activating and deactivating users

By default, new users added to your Microsoft 365 account will be deactivated and not have access to SuiteFiles. 

To activate a user in SuiteFiles, ensure you've filtered your user list to 'All users' or 'No access to site'. Navigate to the Account column and click Activate.

This will add this user to your subscription and they'll now have access to your SuiteFiles site. 

NB: You'll still need to let them know your SuiteFiles Site URL so that they can log in to SuiteFiles.

To deactivate a user, navigate to the Account column, and click Deactivate.

This will remove this user from your subscription and they will no longer have access to your SuiteFiles site or any of our apps.

Please note: From 1 December 2020 there will be a limit to how many times a user can be deactivated in a given month. 

User breakdown

The User breakdown list displays the users who have had an active user account in the current month. 

These users will be included in your invoice on the Next payment due date, and the amount you are charged will be pro-rated based on the dates they were set as active users.

Security groups and user permissions

To read about Security groups for folder permissions, see 

For steps on applying individual user permissions click here.