ShareFile

ShareFile Administrator Onboarding Checklist

March 2, 2026

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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

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ShareFile Administrator Onboarding Checklist

March 2, 2026

Contributed by:

March 2, 2026

Contributed by:

ShareFile Administrator Onboarding Checklist

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