ShareFile

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.

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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Create Client in manage users

Create Client in manage users

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