ShareFile

Edit client contacts

To edit a client contact:

Sign into ShareFile.
Navigate to People > Browse client contacts.
Select the manage icon next to the listed client you want to update.

You can:
- Edit the client contact basic information such as their Email Address, First Name, Last Name, Company, Phone, Address, Country, City/Town,State/Province/Region and Postal/Zip Code.
- Change the notifications frequency and default email language.
- Reset their password.
- Take user-level and folder & activity actions.
- Manage client sessions
- View users activity and security alerts.
Once edits are done, select Save Changes.

Note:

For security and privacy reasons, some operations and editing capabilites may vary by user. Your editing capabilities may be restricted based on some or all of these criteria:

Whether the users have logged into the system at least once.

Whether you are an administrator on the account.

Whether the user is an employee or 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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Edit client contacts

Edit client contacts

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