A file bundles all conversations, reports and tasks around one customer or topic. Users create files themselves in the app; in the Admin Center you manage ALL files of your organization, including those of colleagues.

Create a file

1. Open Files

   Click on Files in the left menu. Use the search field to quickly find a file.

2. Click Add

   Enter a title (required) and optionally a description. Click Save.

Give users access to a file

1. Click Manage members

   That is the first icon (a person) on the right in the file's row.

   

2. Add a member

   Under Add members search for the user and click the purple button next to the name.

3. Remove a member

   For a current member, click the red icon next to the name. You can identify the file owner by the crown next to the avatar.

Link a team to a file

1. Click Manage teams

   That is the second icon (two people) on the right in the row.

   

2. Choose a team

   Under Add a team you see the teams that are not yet linked. Click the purple button next to the team. All team members will have access to the file.

Edit or delete a file

• With the pencil you edit the title and description.
• With the red trash can you delete the file with all conversations in it.

Good to know

• For more information on how access to files works, what roles exist and how synchronization with practice software affects access, read the article Access to files in Claritalk in the Use section.
• If no teams exist yet, the Manage teams window will indicate that all organization teams are already linked. First create a team via Manage teams.