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People settings / Client Contacts users / Create client contact in manage users
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Create Client in manage users

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

  1. Sign into ShareFile.

  2. Select People > Manage Users Home > Create client contact.

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    The Create new client contact screen displays.

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  3. In Step 1: Basic Information enter the information for the client including First Name, Last Name, Email Address, and Company.

  4. 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.

  5. 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.

  6. 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.