ShareFile

Client Hub (Beta)

Article applies to:

  • ShareFile Employee users

The Client Hub allows you to manage your client list efficiently within ShareFile whether your client is an individual or a company while creating associations with folders, Projects and other items across ShareFile to create a central hub for each client. You can assign team members and client contact list for each client to help you manage your clients as a team.

NOTES:

  • The client hub (Beta) feature is currently only available for ShareFile Premium and ShareFile Industry Advantage plan types.
  • You will need to be an administrator on your ShareFile account with Admin company account permissions permission to be able to access the admin section for Client hub settings.
Client Hub (Beta)

In this article