How to store Playbooks & Files in the Mode Portal and share with other Admins and Users.
As a Mode Portal Administrator you can upload and store important Files within your company Portal for other Portal Admins to access as well as for your Mode application users. These files are encrypted and stored safely.
This can only be enabled by the main Super Admin of the Portal. (This is the first Super Admin that is created during the Portal Onboarding.)
In this article we will show you how to:
- Access and store files in the Playbooks & Files section of the Portal
- Share access with other Portal Admins
- Share access to your Mode App Users
How to access and store files in the Playbooks & Files section of the Portal
- On the left-hand side of the Portal, click on Playbooks & Files. You might be asked to re-enter your Portal Password for security reasons.
- Once in the Playbooks & Files section, you can Drag and Drop files directly in the section or you can hit the Upload File button on the top-right. You can also hit the New Folder button to create Folders within the section to help sort the files you would like to store
How to share access with other Portal Admins
- During the creation of a new Admin for your portal you will be prompted to "Enable access to encrypted assets". Hit "Enable"
- If the new Admin has already been created without the access, you can enable access to encryption assets for him via the Admins table and the action menu next to his name
- Once the new Admin's access has been enabled, he will need to login to the Portal and click on the Playbooks & Files section on the left. (that section would not be visible to him until he is enabled). He will now have access to the stored files and folders.
How to share access to your Mode App Users
- Login to the Portal with your Main Super Admin login and click on Playbooks & Files on the left menu.
- Within the Playbooks & Files screen, hit the + sign to open the sharing menu. In that sharing list you will see the Admins to which you can share access and if you scroll down a bit you will see the users to which you can share access. Check box the selected users and hit Enable Access.
- Your Mode Users will now have access to the files stored in the Portal directly from their app.
Desktop:
Android and iOS:
