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Verify Service Team membership at the client level

May 18, 2026

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ShareFile Employee users

To ensure the correct individuals have access, you can audit a team’s membership directly from a client’s profile.

View Assigned Teams: Open a client profile and scroll to Assigned team members.
Access More Options: Find the Service Team you wish to audit and click the three-dot menu on the right side of the team entry as shown below:
View Members: Select View members from the menu.
Audit the List: A pane will appear listing all individual users within that Service Team, their emails, and their Member type (e.g., Regular).

NOTE:

Managing access via Service Teams ensures that any changes made to the team in the central Admin panel are instantly updated across all assigned clients, saving significant administrative time compared to individual assignments.

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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Verify Service Team membership at the client level

May 18, 2026

Contributed by:

May 18, 2026

Contributed by:

Verify Service Team membership at the client level

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