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ShareFile
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Add or Update Billing Contact for ShareFile Account

April 28, 2025
Contributed by: 
P

ShareFile billing contacts can view and modify billing information for the account. This permission also authorizes the user to contact ShareFile Support for billing assistance. You can add a new user as a billing contact, or update permissions for existing Employee User and make them a billing contact.

Add a New User as Billing Contact

The first step to add a new billing contact is to add the user as an Employee User.

  1. Follow the instructions at ShareFile adding an employee user to add a new billing contact
  2. After adding the new user, proceed to Add an Existing Employee User as ShareFile Billing Contact section to give them billing permissions.

Add an Existing Employee User as ShareFile Billing Contact

  1. From the left pane, click People. This People menu is expanded.
  2. Click Browse Employees.
  3. Browse or search for your user. Click the user or the Manage (gear) icon on the right, to open the user profile.
  4. Under Employee User Settings, click User Access to expand the menu.
  5. Under Billing, select the required permissions. The following permissions are available:
    • View/edit billing information
    • Request plan changes
    • View receipts and billing notifications
  6. Click Save Changes.

Remove Billing Contact

To remove billing permissions from an existing user:

  1. Follow the steps 1 to 4 of the Add an Existing Employee User as ShareFile Billing Contact section.
  2. At Step 5, uncheck required billing permissions from the user.
  3. Click Save Changes.
Add or Update Billing Contact for ShareFile Account
April 28, 2025
Contributed by: 
P
April 28, 2025
Contributed by: 
P

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