Step 1: Creating a User

1. Login to your My Firm Files account either by accessing it through your website or going to

2. Click on the people icon in the sidebar on the right (it will say "Users" when you mouse over it).

3. Click on the user roles button as shown below:

4. Make sure to uncheck the "Create public links to files or directories" box! If this is not done, users will be able to see each other's files!!! Scroll down to the bottom and click "Save" when you are finished!

5. Click on the "Click Here to Create a New User" button

6. Fill out the information for the user. Make sure you check the box that says "Notify User" and that both password boxes say "Auto-Fill". That way, an email will be sent to that user's email address that you put in with their username and a randomly generated temporary password for them. Click "Next Step" to confirm these settings and continue.

7. Clients should have the role of "User". The only people that you will want to give "Administrator" or "Manager" roles to are those who work in your office.

Next, choose if you want their access to expire on a certain date. This is optional as you can always delete the user, so you can leave it as the default "Never" if you don't have a specific date you want them to have access until.

When you have chosen the Role and Expiration date options, click "Create User" to create the user.

8. You will now see the new user you have just created.

9. Click the box next to the client you just made and the click "Edit User"

10. Uncheck the box that says "User has home folder" - otherwise, new users have home folders that only they have access to and you don't. Click "Save" after unchecking the box.

11. Now that you have a user set up, they will need their own personal folder that you and they can access.

Step 2: Setting Up a Folder for that User

1. Login to your My Firm Files account either by accessing it through your website or going to

2. Click on "Add Folder" towards the top right corner.

3. Name your folder (often the name of your client for simplicity) and click "Create".

4. You will see that your new folder has been created.

5. Now you need to assign that new folder to a user. Check the box next to the new folder you just created and click "Share" in the top menu as shown in the image below.

6. Click in the "Select Users/Groups to share with" area to pull up a dropdown of users.

7. Choose the user you want share with from the dropdown menu.

8. The user you selected will appear in the box. If you want to add more users, click in the box to bring up the dropdown menu again. Once you have added the user(s) you want to have access to the folder, click "Add" to add them.

9. After adding the user(s), select what they will be able to do with the files they are given. It is recommend to check at least "Manage" and "Share".

10. Click "Save" when you are finished

11. Give the page a refresh. You will see that it now says "Shared" next to your folder. Be sure to upload all documents for this client inside this folder.

Step 3: Uploading Documents Into the Folder:

1. Click on the documents icon in the top left corner

2. Click on the folder you want to upload to. Make sure it says "Shared" so your client can see the documents

3. Click on the "Upload" button in either place to start uploading documents.

4. You can drag and drop files from your desktop or browse for files. We recommend browsing as you won't have to leave the window and go into other folders.

5. Your files chosen for upload will appear at the top. When you are ready to upload the files, click the "Upload" button as shown below.

6. Your files will upload and you will be brought back to the folder you went into in step 2. Note that both documents say "Shared" meaning the client can see them.

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