Product documentation
ShareFile
View PDF

Admin overview

September 3, 2024
Contributed by: 
C J

The Admin Overview page gives summarized information on your account using both Account Summary and Storage Usage. A View release notes link to What’s new in ShareFile documentation is provided at the bottom of the page.

Account Information

The account information section provides the following details: Account Name, Account ID, Plan Type, Account Owner, and Allocated User Licenses. The page also displays any entitlements on your account.

account owner 1

Account owner

This is an administrator whose skills and experience allow for greater permissions and who maintains all user permissions available on the account. It cannot be deleted by any other user. If an account feature is added to the account, the account owner automatically has access to the feature. Any other users must be granted access as desired by the account owner.

All subsequent access to the customer’s account is managed by the account owner or administrators designated by the account owner.

Identifying the account owner

To identify the current account owner, go to People > Browse Employees. The account owner has a special icon to the right of their name.

account owner 1

The account owner is also indicated on the Manage > Account Information page.

Changing the account owner

The current account owner can use the Reassign account owner option to designate a new account owner. Use the following steps to complete this task.

  1. To change the account owner for an account, the current account owner must sign in and navigate to Settings > Admin Settings > Account Information.

  2. Select Reassign Account Owner.

    account owner 1

  3. Use “Search existing employees” to locate the new account owner then select Assign New Account Owner.

    account owner 1

Notes:

  • The new account owner must be an employee user on the account, and that employee user must have signed in at least once using their regular password.

  • The Reassign account owner option is only available to the current account owner.

Please note that our system cannot reassign the account owner role to someone who has logged into the account using Single Sign-On since user creation and has never used their regular password. They will be required to sign in at least once using their regular password.

If the current account owner is not available to place this request, contact ShareFile Support.

Storage

The Storage indicator shows the storage utilized (xxGB out of XXTB) and the date when storage was updated.

Company Information

The company information section provides the following details: Company name, Phone number, Industry, Address, Website, Fax Number and Number of Employees. On top of that, this section includes the contact information for the company key contacts.

account owner 1

  • Billing Contacts - These contacts may receive billing related communications from ShareFile.

  • Security Contacts - These contacts may receive security related communications from ShareFile

IMPORTANT

Please ensure that Billing Contacts and Security Contacts are updated properly to avoid missing important communications from ShareFile.

Admin overview
September 3, 2024
Contributed by: 
C J
September 3, 2024
Contributed by: 
C J

In this article

Site feedback | Your privacy choices footer linkYour Privacy Choices | Privacy and legal terms | Cookie preferences | Consent settings
©Progress Software all rights reserved