Client hub

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 feature is currently only available for ShareFile Premium and ShareFile Industry Advantage plan types.
• The client hub is not supported on accounts with FINRA Archiving or Enterprise Archiving.
• Access to the Client Hub settings in the admin section requires an Administrator role on the ShareFile account, along with the Admin company account permissions permission.