Not all clients should access all your target formats. WeTransform gives you granular control over who can upload files to which format — whether you're sharing a public link or embedding WeTransform in your platform.
🔓 Two access modes
Each target format has an access setting you configure in its General Settings:
🌐 Public access — anyone with the target format link can upload files. No authentication required. Useful for open intake forms or when you're happy to receive files from anyone.
🔒 Restricted access — only customers who are explicitly authorized can upload. Anyone else who tries to access the format will be blocked. This is the default recommended setting for most use cases.
✅ Authorizing specific clients
In restricted mode, you control access per client, per format. To authorize a client:
Go to your Customers list in WeTransform
Open the customer record
Add the target formats they're authorized to use
Or, from the target format side: open the format, go to Customers, and add authorized customers from there.
⚡ Via API — automate client provisioning. When you embed WeTransform in your platform, you can create customers and set their authorizations via the API — no manual setup required. As soon as a new user signs up on your platform, your system calls the WeTransform API to provision their access. See the Receiver API — Customers management.
👥 Roles within your own team
Access control isn't just for external clients — it also applies to your internal team. WeTransform has a granular role system for your own users:
🔧 Predefined roles — Admin, Operator, Viewer, and more — with preset permission sets
🎛️ Custom roles — create your own roles with exactly the permissions you need
🎯 Per-format access — a user can have access to format A but not format B
💳 Billing-only access — some users can only see the billing section, nothing else
💡 Before sharing any format with clients, make sure it is set to the correct access mode — and that it is active. Inactive formats cannot receive files, even if a client has been authorized.
👉 What to do next