Verify Service Team membership at the client level

Article applies to:

• ShareFile Employee users

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

1. View Assigned Teams: Open a client profile and scroll to Assigned team members.

2. 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:

   

3. View Members: Select View members from the menu.

   

4. 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.