Frequently Asked Questions

Workspace Management

How do I create a workspace?

To create a workspace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. In the Get started with your first workspace section, enter a name in the Workspace name field that your team can easily identify.
3. Click Create workspace.
   

After the first workspace is created, click on the left panel to create the subsequent workspaces.

How many workspaces can I create?

You can create multiple workspaces. Each workspace functions as an independent shared cloud environment. You can set up workspaces for different projects or teams and manage the member access and permissions, as needed.

Is it possible to exit a workspace?

You cannot exit a workspace you created, but you can exit a shared workspace any time. Once you leave, you will no longer have access to the files and folders shared with you.

To exit a workspace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. From the left panel, click the workspace you want to leave, then click next to its name.
3. Select Workspace Settings from the dropdown.
   
4. Click Exit workspace.

How do I rename a workspace?

To rename a workspace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. From the left panel, click the workspace you want to rename, then click the next to its name.
3. Select Workspace Settings from the dropdown.
   
4. In the Rename workspace section, click next to the workspace name.
5. Enter a new name for the workspace.
6. Click Rename workspace.
   

Note: A workspace can be renamed only if it contains no filespaces.

Can I delete a workspace?

Only the workspace owner can delete a workspace. The workspace must be empty and contain no filespaces before it can be deleted.

To delete a workspace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. From the left panel, click the workspace you want to delete, then click next to its name.
3. Select Workspace Settings from the dropdown.
   
4. Click Delete workspace.
   
5. Type the workspace name to confirm deletion and click Continue.
   
6. Enter the confirmation code sent to your registered email address.
7. Click Verify.

After verification, the workspace will be permanently deleted along with all associated files, settings, and member access.

How do I create a filespace?

To create a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. In the Get started with your first filespace section, enter a name in the Filespace name field that your team can easily identify.
3. Click Enable snapshots if you want snapshots to be captured automatically at predefined intervals and retain them based on the default configured retention periods.
4. Click Create filespace. The Select storage popup will appear.
   
5. Choose a storage option from IDrive storage, Amazon S3, other S3 compatible storage, Azure, or Google cloud storage.
   Note: By default, you can use IDrive storage. To use your own storage, integrate your existing storage with IDrive^® Spaces. Follow the authorization steps mentioned here.
   
   
6. Choose a storage region for the workspace.
7. Click Continue.

The filespace will be created and automatically mounted as a drive on your computer.

To create additional filespaces later, click Create filespace from the workspace.

Can I link my own storage to a filespace?

Yes, you can link your own storage to a filespace. Integrate your existing AWS S3, other S3-compatible storage, Microsoft Azure, and Google Cloud Storage with IDrive^® Spaces. This provides greater control and flexibility by allowing you to use your current storage.

To link your storage,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Enter a filespace name that your team can easily identify.
3. Click Create filespace. The Select storage popup will appear.
4. Choose a storage option from Amazon S3, other S3 compatible storage, Azure, or Google cloud storage.
   
5. Use the following applicable parameters for authorization:
   
   • Amazon S3:
     
     • Endpoint URL - Enter the endpoint URL of your storage provider
     • Access key ID - Enter the access key ID of your IDrive storage account
     • Secret Access key -Enter the secret access key of your AWS S3 account
     
   • S3 compatible storage:
     
     • Endpoint URL - Enter the endpoint URL of your storage provider
     • Access key ID - Enter the access key ID of your storage provider
     • Secret access key - Enter the secret access key of your storage provider
     
   • Azure:
     
     • Storage account name - Enter the name of your Azure storage account
     • Access key ID - Enter the access key ID of your Azure account
     
   • Google cloud storage:
     
     • Upload credentials file - Browse and upload the credentials file of your Google Cloud storage account
     • Paste JSON credentials - Alternatively, paste the JSON credentials of your Google Cloud storage account
6. Choose a storage region for the workspace.
7. Click Continue.
   

The filespace will be linked to the selected storage, giving you full control and flexibility over where your data is stored.

How do I access a filespace?

To access a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace you want to connect to.
3. Click the relevant filespace.
4. Click Open filespace to open it directly in your system file explorer.
   
   
   Alternatively, you can,
   • Hover on the relevant filespace and click Open.
   • Click next to the relevant filespace, select Filespace details, and click Open filespace in the popup.
     

You can now create folders, upload files and folders, and access them from your computer. If you connect to multiple filespaces, each filespace will appear as a separate drive.

How do I disconnect a filespace?

To disconnect a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace you want to disconnect.
3. Click next to the relevant filespace.
4. Click Disconnect from the dropdown menu.
   Alternatively, open the relevant filespace and click in the top-right corner.
   

Once disconnected, the filespace will be unmounted from your computer.

To reconnect to a filespace,

1. Click the relevant filespace and click Connect.
2. Alternatively, click next to the relevant filespace, select Filespace details, and click Connect filespace in the popup.

How do I transfer files and folders from my computer to a filespace?

You can transfer files or folders to a filespace by dragging and dropping them in the filespace drive mounted on your computer. Content can only be added to folders for which you have edit permission.

To transfer files or folders,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace where you want to transfer files or folders.
3. Click the required filespace and then click Open filespace.
4. Drag and drop or copy the required files or folders from your computer into the filespace.

The transfer progress will be displayed on the screen, and the files or folders will appear in the filespace once the transfer is complete.

What is a filespace snapshot?

A snapshot captures the exact state of all files and folders in a filespace at a specific moment. It allows you to save and restore your entire filespace, or any deleted or modified files, while preserving the exact state of every file. Snapshots can be mounted to access and recover files whenever needed.

Snapshots can be enabled by default during filespace creation. You can also capture snapshots manually at any time or schedule snapshots to be created automatically.

Can I delete files and folders added to a filespace?

Yes. You can delete files and folders from a filespace without affecting the original folder on your computer.

To delete a file or folder,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace with the folder you want to delete.
3. Click the required filespace and click Open filespace.
4. Navigate to the folder you want to delete.
5. Right-click the folder and select Delete, or select the folder and click in the top toolbar.
6. Enter a name for the snapshot.
7. Click Yes in the confirmation popup.

How do I capture a quick snapshot of a filespace?

To capture a snapshot manually,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to capture a snapshot.
3. Click the relevant filespace.
4. Navigate to Snapshots.
   
5. Click Capture snapshot. A popup screen will appear.
   
6. Enter a name for the snapshot.
7. Click Create snapshot.
   

To mount the newly created snapshot and access its data, click . After it is mounted, click to access the snapshot subsequently, or click to unmount it.

Can I schedule a snapshot for a filespace?

Yes, you can schedule snapshots for your filespace to be created automatically at regular intervals, such as every minute, hour, or day.

To schedule a snapshot,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to capture a snapshot.
3. Click the relevant filespace.
4. Navigate to Snapshots.
5. Click Snapshot schedule.
   
6. Click Schedule snapshot. A popup will appear.
7. Enter a schedule name.
8. Select a start date and time.
9. Choose the snapshot creation frequency.
10. Set the retention value. It can be between 1-100.

    Note: Older snapshots exceeding this limit will be automatically removed.

11. Click Schedule snapshot.
    

How do I stop a filespace snapshot schedule?

To stop a snapshot schedule,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to stop a snapshot schedule.
3. Click the relevant filespace.
4. Navigate to Snapshots.
5. Click Snapshot schedule.
6. Hover over the schedule that you want to stop and click .
7. Click Stop schedule in the confirmation popup.
   

The snapshot schedule is disabled, and no future snapshots will be created by it.

Is it possible to filter snapshots of a filespace?

Yes, you can filter the snapshots of a filespace.

To filter the snapshots,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Click IDrive Spaces.
3. Open the workspace that contains the filespace for which you want to filter snapshots.
4. Click the relevant filespace.
5. Navigate to Snapshots.
6. Click and select the following options from the dropdown menu, as required:
   • All snapshots - displays all snapshots of the filespace
   • Default snapshots - displays all default snapshots of the filespace
   • Quick snapshots - displays all instant snapshots of the filespace
   • Scheduled snapshots - displays all scheduled snapshots of the filespace

A list of all snapshots matching the selected type will appear.

Can I delete a filespace snapshot schedule?

Yes, you can delete snapshot schedules configured for a filespace.

To delete a snapshot schedule,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to stop a snapshot schedule.
3. Click the relevant filespace.
4. Navigate to Snapshots.
5. Click Snapshot schedule.
6. Hover over the schedule that you want to delete and click .
7. Click Delete in the confirmation popup.
   

The snapshot schedule will be permanently deleted from your account.

How to recover files or folders from a filespace snapshot?

To recover a file or folder from a snapshot for point-in-time recovery,

1. Launch the IDrive^® Spaces desktop application and sign in to your IDrive^® account.
2. Open the workspace that contains the filespace from which you want to restore a snapshot.
3. Click the relevant filespace.
4. Navigate to Snapshots. A list of all the active snapshots will appear.
5. Click mount icon next to the required snapshot to mount it.
6. The snapshot will open in a new window in your file browser.
7. Drag and drop the required files or folders from the snapshot to the filespace.
8. Close the snapshot window in the file browser when you are done.

The restored files or folders will appear as separate folders in the filespace without overwriting existing data, allowing users to access and compare them with existing files.

How do I delete a snapshot?

To delete a snapshot,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace from which you want to delete the snapshot.
3. Click the relevant filespace.
4. Navigate to Snapshots. A list of all active snapshots appears.
5. Hover over the snapshot you want to delete and click .
6. Click Delete in the confirmation popup.
   

Once a snapshot is deleted, the owner and the team members will no longer be able to access its data.

What is file pinning?

File pinning lets you mark specific files or folders in your IDrive^® Spaces account to keep local copies on your device. Once pinned, the files are downloaded and stored locally so they remain available at all times. Any changes made to the pinned files are automatically synced to the cloud, so everyone with access always has the latest version.

To pin files,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Navigate to the required filespace.
3. Right-click on the relevant files and select Pin from the menu.
4. A confirmation popup will appear. Click OK.

Note: To pin files, the file size must not exceed the download cache size limit set under 'Filespace settings'.

To unpin files,

1. Right-click the pinned files and select Unpin from the menu.
2. After unpinning, the local copy will be removed, but the file remains in the filespace.

How do I view the details of a filespace?

To view the details of a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to view details.
3. Click next to the relevant filespace.
4. Select Filespace details from the dropdown. The Filespace details popup appears.
   
   
   The popup displays information such as the cloud provider, remaining files, and remaining uploads for the filespace.
   From this screen, you can click Open filespace to access the filespace, click to manage access and permissions, or click to configure filespace settings.

From this screen, you can click Open filespace to access the filespace. You can also click to disconnect the filespace, click to manage access and permissions, or click to configure filespace settings.

How do I modify the settings of a filespace?

To modify the settings of a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to modify the parameters.
3. Click next to the relevant filespace and select Filespace settings.
4. Edit the required parameters as needed.
   

Alternatively, open the relevant filespace and click to configure its parameters.

Can I configure cache sizes for my filespace?

Yes. You can configure cache sizes to control local storage used by your filespace for uploads and downloads, helping improve performance and smoother file operations.

• Maximum upload cache size: This is the maximum local disk space used to temporarily store files in the upload queue until they are successfully uploaded.
• Maximum download cache size: This is the maximum local disk space used to store pinned and streamed files to improve access speed. If disk space becomes limited, the application may automatically reduce cache sizes to prevent storage issues.

To configure cache size,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to view details.
3. Click next to the relevant filespace and select Filespace settings.
4. Enter the desired size (in GB) and select the unit for the Maximum upload cache size and Maximum download cache size fields.
   

Note: By default, the maximum upload cache size is set to 100 GB, and the maximum download cache is set to 25 GB.

How do I set or change the cache path?

The cache path is the folder where temporary cache data is stored on your local computer.

To change the cache path,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to view details.
3. Click next to the relevant filespace and select Filespace settings.
4. Click next to the Cache path field.
5. Browse and select a folder where the cache files will be stored.
   
6. Click to reset the cache path to the system default location.

How do I configure a mount path?

The mount path is the local folder where your filespace is mounted, allowing you to access your cloud files directly from your computer.

To configure a new mount path,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to view details.
3. Click next to the relevant filespace and select Filespace settings.
4. Click next to the Mount path field.
5. Browse and select a folder where the filespace will be mounted.
   
6. Click to reset the mount path to the default system location.

Can I exclude specific file types from compression?

Yes. IDrive^® Spaces allows you to exclude specific file types or extensions from compression during file transfer.

To exclude file extensions,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace for which you want to configure the exclusion.
3. Click next to the relevant filespace and select Filespace settings.
4. Click Edit next to the Exclude file from compression field.
5. Enter the file extensions you want to exclude in a comma-separated format without spaces (e.g., mp4, jpeg, zip).
6. Click Save to apply the changes.
   

How do I delete a filespace?

Only the filespace owner and invited administrators can delete a filespace.

To delete a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the filespace you want to delete.
3. Click next to the relevant filespace.
4. Select Filespace settings from the dropdown menu.
5. Click Delete under the Delete filespace section.
   
6. Enter the confirmation code sent to your registered email address.
7. Click Verify.
   

After verification, the filespace and its files will be permanently deleted and cannot be recovered. Access to the filespace will be revoked, and all permissions will be removed.

How do I invite users to a workspace?

To invite users to a workspace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace where you want to add users and click Invite users.
   
3. Enter the email address of the persons you want to invite. You can enter up to 20 email addresses separated by commas.
4. Select a group under Add users to groups to add the users to the desired groups.
   Note: All users will be automatically added to the Everyone group by default.
5. Click Invite user. The users will receive an invitation link via email to join the workspace. They can sign in to their existing IDrive^® Spaces account or create a new one.
   

Once the recipient accepts the invitation, they will be added to the workspace and appear under Users tab. You can view the status of pending invitations and resend or cancel them.

After joining, grant users access to files and folders in the filespaces within the workspace. You can assign them view or edit access to an entire filespace or specific folders.

How do I create a group in my workspace?

To create a group of users,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace where you want to create a group and click next to its name.
3. Select Groups.
   
4. Click Create group.
   
5. Enter a name for your group.
6. Click Create group.
   

Can I add users to a group?

Yes, you can add multiple users to a group.

To add users to a group,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace containing the group you want to add users to and click next to its name.
3. Select Groups. A list of groups will appear.
4. Hover over the group you want to add users to and click next to it.
5. Select Manage group. The Group details page appears.
   
6. Click Add users to group.
   
7. Select the users you want to add from Add to group dropdown.
8. Click Add.

Alternatively, to add groups to a user,

1. Open the workspace containing the user you want to add to groups and click next to its name.
2. Select Users. A list of users will appear.
3. Hover over the user you want to add to groups and click next to it.
4. Select Manage user. The Manage users page appears.
5. Click Add to group.
6. Select the groups from the Add to group dropdown list to add the user to them.
7. Click Add.

Can I delete users from a group?

Yes, you can delete a user from a group.

To delete a user,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace containing the group you want to delete users from and click next to its name.
3. Select Groups. A list of groups will appear.
4. Hover over the group from which you want to delete users and click next to it.
5. Select Manage group. The Group details page appears.
6. Hover over the intended user and click .
7. Click Yes in the confirmation popup.
   

How do I rename a group?

To rename a group,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace containing the group you want to rename and click next to its name.
3. Select Groups. A list of groups will appear.
4. Hover over the group you want to rename and click next to it.
   
5. Select Rename group. A slider screen will appear.
6. Enter a new name for the group.
7. Click Rename.
   

How do I delete a group?

To delete a group,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace containing the group you want to delete and click next to its name.
3. Select Groups. A list of groups will appear.
4. Hover over the group you want to delete and click next to it.
5. Select Delete group.
   
6. Click Delete in the confirmation popup.
   

How do I grant access permission to an entire filespace?

You can grant View or Edit access to a filespace for multiple users or groups.

To grant access to a filespace,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the required filespace.
3. Click next to the filespace name.
4. Click Access and permissions.
   
5. Go to the Users or Groups tab.
6. Click Grant access corresponding to the required user or group.
   
7. Select the required permission level (View or Edit) for the entire filespace or a specific folder..
   

Note: Select the default Everyone group to grant access to all users in the workspace.

How do I grant access permission to a specific folder?

You can grant View or Edit access to a specific folder within a filespace.

To grant folder access,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the required filespace.
3. Click next to the filespace name.
4. Click Access and permissions.
   
5. In the Folders tab, click Grant access. The Grant folder access screen appears.
6. Click Grant access next to the folder you want to grant access to.
   
7. Enter the user or group names.
8. Select the required permission level (View or Edit).
9. Click Done.
   

Note: Select the default Everyone group to grant access to all users in the workspace.

Is it possible to modify the existing permissions for a filespace or specific folders?

Yes. You can modify the access permissions for an entire filespace or specific folders within it.

To modify permissions for all users and groups,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the required filespace.
3. Click next to the filespace name.
4. Click Access and permissions
   
5. Change the permission level (View or Edit) for for all users or groups listed.

To modify permissions for a specific user or group,

1. Open the workspace containing the filespace and click next to its name.
2. Select Users or Groups.
3. Hover over the required user or group and click next to it.
4. Select Manage group. The Group details screen appears.
5. Click Access and permissions.
6. Hover over the filespace or folder and click Manage access.
7. Change the permission level (View or Edit) for all users or groups listed.

Can I remove the existing permissions for a filespace or specific folders within it?

You can remove access permissions for an entire filespace or for specific folders.

To remove permissions from a filespace or folder,

1. Launch the IDrive^® Spaces desktop application and sign in to your account.
2. Open the workspace that contains the required filespace.
3. Click next to the filespace name.
4. Click Access and permissions
   
5. Select the users or groups whose access you want to remove.
6. Click the required folder (if removing folder-specific permissions) and click Remove access.
   

To remove permissions for a specific user or group,

1. Open the workspace containing the filespace and click next to its name.
2. Select Users or Groups.
3. Hover over the required user or group and click next to it.
4. Select Manage group.
5. Click Access and permissions.
6. Hover over the filespace or the folder and click Manage access.
7. Click Remove access next to the required filespace or folder.