Resource library
Client user guide
What's new
Document history
Client Hub / Bulk assign Service Teams to multiple clients
Is this article helpful?

Bulk assign Service Teams to multiple clients

Article applies to:

  • ShareFile Employee users

To bulk assign service teams to multiple clients:

  1. Select Multiple Clients: From the client hub list view, use the checkboxes to the left of the client names to select all the accounts you wish to update.

  2. Initiate Add Team Members: In the action bar that appears above the list, click Add team members.

  3. Apply the Service Team:

    • Select the Add service teams radio button.
    • Search for the desired team (e.g., "Team B") and click to select.
    • Click the Add button.