Tresorit Engage provides a seamless and secure environment for businesses to share sensitive information and collaborate with clients and partners. To ensure security and control, only authenticated users can access Engage Rooms—all invitees must have or create a Tresorit account.
Inviting collaborators
Invitees need a Tresorit account to access a room. If they don’t have one yet, they’ll be prompted to register using the invited email address before joining.
To invite someone to a room
- In the Engage Rooms view, hover over the room you want to share.
- Click the three dots (•••) in the lower-right corner and select Share (or use the Share option in the room dashboard).
- Click Invite members.
- Enter the collaborator’s email address (separate multiple addresses with commas).
- Set the permission level.
- Click Send invitation.
- You’ll receive a notification email once the invitation is accepted.
Accepting and declining invitations
The invitation process varies slightly depending on whether the invited person already has a Tresorit account:
- Existing users receive an automated invitation email.
- New users will need to register before accessing the room; in these cases, share the invite link manually.
To accept a room invitation
- Via invitation link (new users)
- Via email (existing users)
- Via Tresorit Engage
- Open the invitation link in your browser.
- Enter the email address to which the invite was sent.
- Enter the 6-digit verification code sent to your inbox.
- Click Accept and sign up.
- Fill in your personal details (use the invited email for notifications).
📝 Note: Create a strong password and save it in your password manager.
- After registering, you’ll be directed to the room.
- Click the link in the invitation email.
- Log in to Tresorit Web Access.
📝 Note: Engage is only available via web browser; desktop and mobile apps won’t show room invites.
- Select the invitation and click Accept invitation.
- You’ll now have access to the room.
- Open Tresorit Web Access.
- Go to the Engage Rooms tab.
- Click the invitation and select Accept invitation.
- You’ll now have access to the room.
To decline an invitation
- For new users
- For existing users
If you don’t want to join the room, simply ignore the invitation email—no action needed.
- Open Tresorit Web Access.
- Go to the Engage Rooms tab.
- Select the invitation and click Decline invitation.
- Confirm by clicking Continue.
📝 Note: You can be invited to the room again later.
Access roles & permissions
Engage Rooms use role-based permissions to enforce least-privilege access—protecting content integrity, supporting compliance, and tailoring collaboration to each stakeholder’s needs.
User roles vs. access permissions
Tresorit Engage permissions define what you can do within each shared room. Your Tresorit subscription role (e.g. admin, user) controls what settings you can access organization-wide (billing, user management, security).
📝 Note: A business subscription doesn’t automatically grant access to shared rooms; some features require a Tresorit Engage license.
With correct permissions, users can manage the document lifecycle—securely storing/sharing files, assigning tasks, and collecting signatures—to streamline collaboration.
Permission levels
Depending on their assigned role, users can access or modify the dashboard, tasks, and documents within a room:
- Room Owner: Full access to all features (except branding settings unless also SecureCloud admin).
- Manager: Can edit the dashboard, assign/manage tasks, invite members, and monitor progress; cannot delete the room.
- Contributor: Can view, upload, edit, and delete tasks and documents.
| Tasks | ||||||
|---|---|---|---|---|---|---|
| View | Access | Complete | Create | Assign | Delete | |
| Room Owner | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Manager | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
| Contributor | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |