ShareFile

Client Hub Management

March 25, 2026

Contributed by:

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 create a service team and client contact list for each client to help you manage your clients as a team.

See Client Hub for more information.

Client hub access

Clients can be created to allow employee users to organize resources and data for individual or company clients within a single place.

For more information, refer to Client Hub Access.

Managing Service Team Members for Client Hub Admins

Summary

This guide instructs administrators on how to add new members to an existing Service Team and manage their access levels within the ShareFile Client Hub.

Prerequisites

User must be logged in with Administrator permissions.
The Service Team must already be created.
Only employee users can be added to a Service Team.

The Steps

From the ShareFile dashboard, navigate to the Client Hub tab in the left-hand sidebar.
Click the Manage client hub dropdown menu in the top right corner.
Select Manage service teams from the list.
Locate the specific team you wish to update (e.g., “Team A”).
Click the checkbox next to the team name and select Edit service team from the action bar that appears.
In the Edit service team panel, click the Add team members button.
In the search field labeled Select one or multiple team members, type the name or email of the user you wish to add.
Select the user from the results list.
(Optional) To grant full administrative control over the team, check the box Add individuals as primary team members.

Note:

Primary service team members can edit client details, assign new primaries, and delete clients. If this is not checked, the user will be added as a Regular member with standard access.
Click the Add button at the bottom of the search panel.
Review the member list to ensure the Member type (Primary vs. Regular) is correct for each individual.
Click Save to apply the changes.

Custom fields

Custom fields empower administrators to tailor the platform to their specific operational needs by enabling the addition of unique data fields.

For more information, refer to Client Hub 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.

Was this article helpful

Client Hub Management

March 25, 2026

Contributed by:

March 25, 2026

Contributed by:

Client Hub Management

Client hub access

Managing Service Team Members for Client Hub Admins

Summary

Prerequisites

The Steps

Custom fields

In this article