Overview
Safeturf uses Google Drive to store documents uploaded through the onboarding flow and partner portal (contracts, W-9s, articles of incorporation, voided checks, etc.). To get started, you need to create a Shared Drive folder and grant access to our service account.Step-by-step Setup
Create a Shared Drive folder
In Google Drive, go to Shared Drives in the left sidebar and create a new Shared Drive (or use an existing one). Inside it, create a folder for Safeturf documents, e.g.
Safeturf Documents or Partner Uploads.Shared Drives are available on Google Workspace Business Standard and above. If you don’t see “Shared Drives” in your sidebar, contact your Google Workspace admin.
Add the Safeturf service account
Click on the Shared Drive name, then go to Manage members. Add the following email as a Content Manager:
What happens next
Once the folder is shared and configured:- Safeturf automatically creates subfolders for each application (e.g.,
{business_name}_{application_id}/onboarding/w9/) - Uploaded documents are stored in the appropriate subfolder
- Documents are accessible via direct links in the Safeturf portal
FAQ
Why can't I use a personal Google Drive folder?
Why can't I use a personal Google Drive folder?
Google does not allocate storage quota to service accounts. Files uploaded by a service account must be stored on a Shared Drive, where the organization’s storage quota is used instead. This is a Google platform restriction, not a Safeturf limitation.
What permissions does Safeturf need?
What permissions does Safeturf need?
Content Manager access on the Shared Drive. This allows Safeturf to create subfolders and upload files. We do not modify or delete any files you place in the folder.
Can I revoke access later?
Can I revoke access later?
Yes. Remove the service account from the Shared Drive’s member list at any time. Note that this will prevent new uploads from being stored.
What Google Workspace plan do I need?
What Google Workspace plan do I need?
Google Workspace Business Standard or higher. Business Starter does not include Shared Drives.