ShareFile

Create a client by adding them to a folder

You can create a new client by adding a new user to an existing folder in your ShareFile account. Use the following steps to complete the process by adding a new user to a folder.

In your ShareFile account, open the folder you want to add a new user to.
Select People and click Add People to Folder.

The Add People to Folder pop-up displays.
Select Create New User.
Enter the new user information including the required fields for Email Address, First Name, and Last Name. Company is optional.
Set the Folder Permissions.
Select Notify added users to ensure the new client is notified and can receive an activation link.
Use the option to Apply settings to subfolders if necessary.
Select Add.

The “People added successfully” message displays briefly.
Navigate to People > Browse client contacts and select the person you added to the folder.
Under the Basic Information tab you can enter additional information about the client.
Select Save Changes.
Select the client again then select Email Login Information from the Actions > User-level right-hand side menu to open the Resend Welcome Emails screen to let the user know they’ve been added to the account.
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 recipient receives a message asking them to activate their account.

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 a client by adding them to a folder

Create a client by adding them to a folder

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