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File Storage overview

This article provides an overview of the File Storage module in the roommaster Web app, including access rules, default folders, and first-time setup.

Quick Start​

For Managers (first-time setup)​

  1. Go to roommaster Cloud → Setup → User Profiles
  2. Grant the first user File Storage permission
  3. This triggers the import of all files from roommaster Cloud into File Storage

For All Users​

  1. Open File Storage from the side menu
  2. Browse the folders shared with your groups
  3. Click on a folder to view its files
  4. Perform actions on files: Download, Copy link, Email, or Favorite

Tabs in File Storage​

The File Storage module has four main tabs:

  1. Files – Visible to users with access to File Storage
  2. Activity – Visible to users with access to File Storage
  3. Users – Visible only to managers and users with higher permissions
  4. Groups – Visible only to managers and users with higher permissions

All files

Root folders​

There are nine predefined root folders in File Storage:

  • Audit Reports
  • Exports
  • Images
  • Imports
  • Night Audit
  • PDF Reports
  • POS
  • RMXML
  • SQL Queries
info
  • Users do not see all root folders by default
  • Each user only sees the root folders that have been shared with them via the groups they are part of
  • By default, users see only the folders explicitly shared with them

Files tab​

  • When accessing the Files tab, users see only the folders shared with them
  • Clicking on a folder displays the files within that folder, showing:
    • File name
    • Date modified
    • File size
  • Users can search for files within a folder
  • Users can filter files by type

Support​

For additional support, please visit our Knowledge Base or contact our support team at support@roommaster.com.