ShareFile

Client users

November 22, 2024

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ShareFile provides several ways to add a client user. Client users have limited access to your ShareFile account based on how they are added and how you set permissions for new clients.

We recommend watching this video on the three ways to create a client user:

Create Client in Manage Users

ShareFile users can add clients using the following steps from their ShareFile account dashboard.

Sign into ShareFile.
Select People > Manage Users Home > Create Client Contact.

The Create new client contact screen displays.
In Step 1: Basic Information enter the information for the client including First Name, Last Name, Email Address, and Company.
In Step 2: Give User Access to Folders select Assign Folders. See Give User Access to Folders for more information. Other options include:
- Adding people to a distribution group
- Copy Folder Access from Existing User - which saves time setting folder access permissions when creating a client. Using the Copy Folder Access option copies only folder permissions, not account permissions.
Select Create & Continue.

The Notify Users displays and provides the ability to send a customized Welcome message to let the client know they are added to your account.

Important:

New clients must verify their email address to have access.
Select Notify.

The “Invitation(s) sent successfully” message displays briefly and the Browse client contacts dashboard screen displays allowing you to review the added client.

Create a client using a shared file link

ShareFile makes it easy to add a client when you share a file. Use the following steps to complete the process in adding a client when using Share to create a link.

Navigate to the file that you want to share in your ShareFile account.
Select the file or files that you want to share.
Select Share from the menu.
Select … to Edit the options for the link.
To create a client, under Who can access this link: select Anyone (public, must enter name and email).

Important:

If you select Anyone (public), the link you send will NOT require the recipient to enter their name and email and will not create them as a Client once they access the file. Only Anyone (Public must enter name and email) will create a new client once the recipient signs in to access the shared file.
Select Copy under the options offered.

The Link copied to your clipboard message displays briefly.
Use the copied link to share with your email or another communication app.
Once the recipient accesses the shared file, navigate to People > Browse client contacts and select the recipients name.
Under the Basic Information tab you can enter additional information about the client.
Select Save Changes.
Select the client again then select Email Login Information from the Actions > User-level right-hand side menu to open the Resend Welcome Emails screen to let the user know they’ve been added to the account.

Note:

If you select Send me a copy of this email the copy you receive does not include the Activate Account option.
Select Notify.

The “Invitation(s) sent successfully” message displays briefly and the Browse client contacts dashboard screen displays allowing you to review the added client.

The recipient receives a message asking them to activate their account.

Create a client by adding them to a folder

You can create a new client by adding a new user to an existing folder in your ShareFile account. Use the following steps to complete the process by adding a new user to a folder.

In your ShareFile account, open the folder you want to add a new user to.
Select People.
Select Add People to Folder.

The Add People to Folder pop-up displays.
Select Create New User.
Enter the information requested for the new user including the required fields for Email Address, First Name, and Last Name. Company is optional.
Set the Folder Permission for the new user.
Select Notify added users to ensure the new client is notified and can receive an activation link.
Use the option to Apply settings to subfolders if necessary.
Select Add.

The “People added successfully” message displays briefly.
Navigate to People > Browse client contacts and select the person you added to the folder.
Under the Basic Information tab you can enter additional information about the client.
Select Save Changes.
Select the client again then select Email Login Information from the Actions > User-level right-hand side menu to open the Resend Welcome Emails screen to let the user know they’ve been added to the account.
Select Notify.

The “Invitation(s) sent successfully” message displays briefly and the Browse client contacts dashboard screen displays allowing you to review the added client.

The recipient receives a message asking them to activate their account.

Resend a client user activation email

If you need to resend an existing client user an activation email, you will need the permission to Manage Clients and client contacts.

To resend the welcome email containing the activation link:

In ShareFile, navigate to People > Browse client contacts.
Search or select the clients name.
Select the clients name or the manage icon to open the clients page.
Under Actions select Email Login Information.

The Resend Welcome Emails screen displays witht he client name pre-populated.
Customize your email message as needed.
Select Notify.

Send a client user a password reset email

In ShareFile, navigate to People > Browse client contacts.
Search or select the clients name.
Select the clients name or the manage icon to open the clients page.
Under Actions select Reset Password.

The Send Password Reset Email popup displays.
Select Send.

Delete a client

Use the following intructions to delete a client.

Sign into ShareFile.
Navigate to People > Browse client contacts.
Select the manage icon next to the listed client you want to delete.

The client screen displays.
Under Actions select Delete from system.

The Remove Client confirmation screen displays.
Select Continue.

The confirmation banner displays briefly.

The client is no longer in the system.

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 users

November 22, 2024

Contributed by:

November 22, 2024

Contributed by:

Client users

Create Client in Manage Users

Create a client using a shared file link

Create a client by adding them to a folder

Resend a client user activation email

Send a client user a password reset email

Delete a client

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