Important Notes
You need to be an account owner or have appropriate permissions to manage users and folders.
Folder permissions are separate from user roles; even if someone is added as a user, they won’t see folders unless granted access.
This feature is especially useful in accounts with multiple team members to maintain privacy between users.
Step-by-Step Instructions
Ensure all folders are private to you
Log in to Sonix and go to the Home page.
For each folder you’ve created, click the folder, then click the little shield icon.
Choose “Specific people” and make sure no other users are checked. If there are none, this section will be blank. This ensures only you can access those folders.
Create a new user
From your account dashboard, select Add User.
Set the user’s role to Individual member. The new user will receive an email to confirm their account and set a password.
Assign folder access to the user
Go to the folder you want that user to see.
Click on the shield icon again, select “Specific people”, then check the specific user.
Once this is done, that user will only see that folder (and not your other folders).
Common Issues and Troubleshooting
I added a user, but they still see all my folders. What should I do?
Make sure you have assigned folder-level access using the shield icon → Specific people for each folder. Without that, default permissions may allow broader access.
I want no users to access a certain folder. How can I confirm this?
Open that folder → shield icon → “Specific people” and verify that no users are selected. If the checkbox is empty, no users have permissions.
The user didn't receive the invitation email. What now?
Confirm the email address was entered correctly. Ask them to check their spam/junk folder. If still missing, you can resend the invitation.
Frequently Asked Questions
What is the “Individual member” role?
This role is for a user who is granted access to specific folders; they do not automatically get access to everything—permissions are controlled by you.
Can users see folders I'm not sharing with them?
No. If you properly set folder permissions (using Specific people via the shield icon), users will only see folders explicitly shared with them.
How many users can I add to my Sonix account?
This depends on your plan (Premium, or Enterprise) and seat allotments. If you’re unsure, check your plan details or contact Sonix support.
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For further assistance, please contact Sonix support at [email protected] or through the chatbox located in the bottom right corner of our website.