Manage Service Team Members

This guide instructs administrators on how to add new members to an existing Service Team and manage their access levels within the client hub.

Prerequisites:

• User must be logged in with Administrator permissions.

• The Service Team must already be created. See Create Service Teams for instructions.

• Only employee users can be added to a Service Team.

To add new members to an existing Service Team:

1. From your ShareFile account, go to Account settings

2. Navigate to client hub management.

3. Select Service teams.

4. Locate the specific team you wish to update (e.g., "Team A").

5. Click the checkbox next to the team name and select Edit service team from the action bar that appears.

6. In the Edit service team panel, click the Add team members button.

7. In the search field labeled Select one or multiple team members, type the name or email of the user you wish to add.

8. Select the user from the results list.

9. (Optional) To grant full administrative control over the team, check the box Add individuals as primary team members.

   NOTE:

   Primary service team members can edit client details, assign new primaries, and delete clients. If this is not checked, the user will be added as a Regular member with standard access.

10. Click the Add button at the bottom of the search panel.

11. Review the member list to ensure the Member type (Primary vs. Regular) is correct for each individual.

12. Click Save to apply the changes.