ShareFile

Manage Client Hub custom fields

May 18, 2026

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Article applies to:

ShareFile Employee users (account Administrator)

You must be one of the following administrator types to make changes to ShareFile client hub’s custom fields:

Account Owner
Administrator with the Access company accounts permissions permission
Administrator with Manage Super User Group
Member of the Super User Group

The interface features dedicated tabs for ‘Clients’ and ‘Contacts’, enabling administrators to choose where their custom fields will apply.

Within these sections, admins can create new custom fields, update existing ones to adapt to evolving business requirements, or delete fields no longer in use.

Once these custom fields are established and configured, assigned teams members can then actively utilize them to enrich and update client profiles with relevant information, ensuring all details are readily accessible and consistently maintained within the ShareFile client hub.

To manage custom fields from the Client Hub:

From the ShareFile dashboard, select Client hub.
Select Manage client hub.
Select Manage custom fields.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Manage Client Hub custom fields

May 18, 2026

Contributed by:

May 18, 2026

Contributed by:

Manage Client Hub custom fields

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