ShareFile

Employee users

May 30, 2024

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An employee user is an internal user within your company. Employee users may be granted a wide range of permissions and access to your account.

Requirements & capabilities of an employee user

Requires the Manage employees permission
Employee users may only grant or revoke permissions that they themselves have been granted
Only account administrators may delete users from the system
An email address can only be associated with ONE user at a time. You cannot use the same email address for multiple users.

Create an employee user 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 Employee.

The Create New Employee 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: User Settings select the User Access by setting the Users roles and User permissions. For more information, see User roles and permissions
In Step 3: 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 an employee user. 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 employee user know they are added to the account.
Select Notify.

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

Resend an employee user activation email

If you need to resend an existing user an activation email, you will need the permission to Manage employees.

To resend the welcome email containing the activation link:

In ShareFile, navigate to People > Browse Employees.
Search or select the employees name.
Select the employees name or the manage icon to open the employees 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 an employee user a password reset email

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

The Send Password Reset Email popup displays.
Select Send.

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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Employee users

May 30, 2024

Contributed by:

May 30, 2024

Contributed by:

Employee users

Requirements & capabilities of an employee user

Create an employee user in Manage Users

Resend an employee user activation email

Send an employee user a password reset email

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