---
title: How to use the Secure File Manager plugin
description: Upload, organize, and securely share files and folders within your app. Ideal for private client content, internal documents, or departmental resources.
---

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# How to use the Secure File Manager plugin

## Upload, organize, and securely share files and folders within your app. Ideal for private client content, internal documents, or departmental resources.

The Secure File Manager plugin allows you to create a centralized space for storing and sharing files securely. You can segment users by tags, control permissions for uploading or sharing, and manage visibility across departments or user groups. It’s especially useful for teams managing sensitive documents or distributing private materials like HR files, reports, or training content.

---

### **Requirements**

- This is a Boost plugin, available on the Standard, Growth, and Business plans.
- Tags to organize file access:

    - (e.g., Marketing sees only marketing materials).

---

### **How to use the Secure File Manager plugin**

1. Log in, go to **Builder** in the left navigation
2. Click the **+** button to open the **Plugin Marketplace**

     - Search for **Secure File Manager**, then click **Add Plugin**
     - Name your plugin (e.g., “Private Files”) and click **Add**
3. Click the **Content** tab:

     - Click **Add Segment**, select one or more tags, and name the segment.
     - Segments control who can view or share files with others in the same group
4. To test it out:

     - Click the **+** icon to create a new folder (e.g., “Sales”) or upload files
     - Depending on settings, users can upload to their **Home Folder** or **Shared Folders**
5. Click the **Settings** tab:

     - Adjust access and sharing options:

           1. **Public files** – enable to let all users view and edit uploaded files
           2. **File upload permissions** – choose between *Home and Shared Folders* or *Shared Folders Only*
           3. **Sharing method** – choose between *Enter User Email* or *Select From List*
           4. **User segmentation** – enable to allow sharing only between users with matching tags (e.g., only Sales can share with Sales)
           5. **Group users by tags** – organize users into tag-based groups for easier sharing and management
6. Click the **Security** tab:

     - Turn on **Require Login** to restrict feature access to logged-in users
     - (Optional) Add **tag-based restrictions** and choose whether to match any or all tags
7. Click the **Tagging** tab:

     - Enter a tag name to automatically apply to users when they open this feature
     - Click **Add Tag**
8. Click the **Purchase** tab:

     - Check **Require Purchase** to enable
     - Choose your product type (e.g., Single Purchase or Subscription)
     - Upload an image, fill out purchase text, and add success/failure messages
9. Click the **Analytics** tab to see feature performance:

     - View data such as number of views, users, and devices over time

---

### **Pro tips**

- File and folder options:

    - **Files:** Open, Edit, Rename, Share, Delete, Download
    - **Folders:** Share, Rename, Delete
- Enable **Select From List** for internal apps to simplify file sharing among users.
- Keep **Public Files** disabled when storing sensitive or internal documents.
- For team-wide collaboration, organize folders by department (e.g., Sales, HR, Marketing) with restricted sharing.
- Use **Analytics** to track file engagement and identify which resources are most used.

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