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Client Hub / Assigned team members on a client record
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Assigned team members on a client record

Article applies to:

  • ShareFile Employee users

The assigned team members on a client record are divided in two sections:

  1. Primary assigned team members can edit client details, assign new primaries, and delete clients.
  2. Regular assigned team members will get access to all client requests, services, and files.

NOTE:

If you are not a primary assigned team member for a particular client, your access to the associated resources on the client record will be limited.