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ShareFile
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Admin Overview

September 5, 2025
Contributed by: 
P P P

The Admin Overview page gives summarized information of your account.

Account Information

Account Info

The account information section provides the following details:

A View release notes link to What’s new in ShareFile documentation is provided at the bottom of the page.

Compliance Policy

For HIPAA and Compliance, visit HIPAA Support and the ShareFile Trust Center for more information.

Account owner

The account owner 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

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.

  • Changing the Account Owner does not automatically assign that new Account Owner to the Super User Group. If the new Account Owner requires full control and access (Download, Upload, Delete, Admin) to all new and existing folders within a ShareFile account, please don’t forget to add them to the Super User Group.

  • 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 Usage

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

Click the View storage usage icon to identify users with high storage consumption:

storage

You can send notifications to users with high usage consumption and request them to delete unnecessary files:

storage

To learn more, see Storage.

User Licenses

The User Licenses indicator displays how many licenses are currently in use and the total number of licenses assigned to your account.

Click the Manage Users icon to go to the Manage users home page.

storage

Admin Overview
September 5, 2025
Contributed by: 
P P P
September 5, 2025
Contributed by: 
P P P

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