Edit client contacts

To edit a client contact:

1. Sign into ShareFile.

2. Navigate to People > Browse client contacts.

3. 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.

4. 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.