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Filemail Portals - Recipient management in multi-user plans

This guide explains managing recipient availability for multi-user accounts.

Updated over a week ago

Account administrators as well as specific Portal's creators can control which team members appear as selectable recipients for a given Portal. This allows you to:

  • Limit the recipient list to only relevant individuals;

  • Prevent mistakes (e.g., sending file submissions to inappropriate people);

  • Optimize the upload form for the user — shorter, cleaner, and more concise.

Recipient Configuration Options

For each Portal, you can set each user to one of the following roles:

  • Unavailable - They do not appear as a recipient in this Portal;

  • Available - They appear in the recipient list;

  • Preselected → They appear and are selected by default.

You can manually add/remove users from the available list or use “Add all” / “Remove all” for faster configuration. This setting is independent for each Portal.

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