ShareFile Administrator Onboarding Checklist
This checklist guides ShareFile administrators through the essential steps to set up and configure a new account quickly and confidently.
| Activity | Details |
|---|---|
| Confirm your account is ready | Log in and activate your ShareFile account Confirm you have administrator access |
| First login and basic setup | Take a quick tour of the ShareFile interface Complete the initial account and user setup Verify you can upload, share, and receive files |
| Apply basic branding and defaults | Add company branding (logo, colors) Review and confirm default settings (for example, Outlook Plugin behavior) |
| Set up users and access | Configure user provisioning (Active Directory via UMT or SSO) Create user groups Apply basic security and access policies |
| Choose storage location | Configure your storage zone: Cloud (default) or On-prem (if required) Verify region and compliance requirements |
| Choose storage location | Review ShareFile apps and tools: -Web app -Outlook Plugin -Mobile apps -Desktop/Mac apps |
| Review Reporting | Identify where to access ShareFile reports Review basic usage and activity information |
| Prepare for end users | Identify who will train end users (admins or champions) on how to adopt ShareFile Share basic end-user guides or resources |