Prerequisites Prior to Creating Users

Before you add users, you’ll need to have a folder ready for them and, possibly, configure some global site settings before your users log in. We recommend you configure your site, create a folder for the user, and then create the user.

Configuring Your Site

This step is optional, and you're not required to configure anything in your site before moving on to the next step.

However, when your users log in, they’ll interact with your site and you may want to apply some visual branding to it or apply some limitations and restrictions so that users cannot upload content that you wish to prohibit. You may choose to customize the menu categories visible to your users.

At a minimum, you may want to apply some branding, such as your logo and corporate color scheme, and define a folder structure as a “landing zone” for your users.

Creating Folders For Your Users

Your users will require a “home folder” so that, once they log in, they have a place where they can upload and download files. allows you to create any folder structure you require and you can specify that any folder, or subfolder, becomes the “home folder” of a user.

For easier management, it’s best to place users into a well organized folder hierarchy. There is no “one size fits all” for a folder hierarchy but a common practice is to have a top-level folder named something like users/ or home/.

Then, within this top-level folder, you can create subfolders for individual users, or subfolders for departments, teams, or groups, building a hierarchy that matches your needs.

For example, if you have a relatively small set of users, where you don't have a need to further differentiate them from each other, you could use a simple structure such as:


You could also arrange users based on their department, such as:


If your organization is global, you might wish to arrange users based on geographic regions, such as:


If your site will be used by both internal employees and external partners, you may wish to arrange users based on that criteria, such as:


Ultimately, the best hierarchy will be the one that best fits your business model.

If you have an existing identity system, such as an Active Directory or LDAP, or your users are being migrated from another system, then you may wish to match the folder hierarchy of the users as defined in that system.

If the users of your site are not related to the users of an existing system, or you wish to define a newer folder structure, then this is an opportunity to plan out a structure that best fits your needs.

Automating the Creation of User Folders

You can also automate the creation of “home folders” for users.

Navigate to the folder that you want to create user “home folders” within, for example users/ or home/, and select Folder Settings -> Automatically create new user folders here when users are created.

Once you've created some home folders, or configured them to be created automatically, you're ready to create user accounts.

Get Instant Access to

The button below will take you to our Free Trial signup page. Click on the white "Start My Free Trial" button, then fill out the short form on the next page. Your account will be activated instantly. You can dive in and start yourself or let us help. The choice is yours.

Start My Free Trial

©2024 All right reserved


  • Start My Free Trial
  • Pricing
  • Docs
  • API and SDKs
  • Contact


(800) 286-8372


9am–8pm Eastern