Create Service Teams

To create service teams:

1. From your ShareFile account, go to Account settings
2. Navigate to client hub management.
3. Select Service teams.
4. Click create service team.
5. From the create service team screen:
   1. Enter Service team name
   2. Add team members

      Note: Primary service team members can edit client details, assign new primaries, and delete clients. Other team members are Regular members with standard access.

6. Select Create.