Client Hub Admin Settings (Beta)

June 4, 2025

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See Client Hub for more information.

Enabling Client Hub

To enable Client Hub (Beta):

Ensure that:
1. Your ShareFile account is on a ShareFile Premium or ShareFile Industry Advantage plan type. This feature is not supported in other ShareFile plans currently.
2. You are an administrator on your ShareFile account with Admin company account permissions permission to be able to access the admin section for Client hub settings.
Go to Settings > Admin Settings > Advanced Preferences > Client hub settings:
Under Client Hub (Beta), turn the toggle on to enable the client hub.
Click Save.

Trial Mode

Trial mode is an option that allows you to enable the client hub feature for specific employee users on your account.

Under Trial mode, turn the toggle on to enable it.
Select one or multiple users to enable the trial mode. You can search users by name or email.
Click Save.

Notes:

When trial mode is disabled but client hub is enabled, all employee with manage client users will be able to access the ShareFile client hub and use the functionality.

If you enable trial mode for client hub, you will also need to add yourself unde the Select one or multiple users field to be able to access it with your user.

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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Client Hub Admin Settings (Beta)

June 4, 2025

Contributed by:

June 4, 2025

Contributed by:

Client Hub Admin Settings (Beta)

Enabling Client Hub

Trial Mode

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