ShareFile

Import a list of clients users

You can create multiple client users at once by downloading an Excel template spreadsheet. To import users:

  1. Sign into ShareFile.

  2. Select People > Manage users home > create client contact.

    client

    The Create new client contact screen displays.

  3. Select Need to import multiple users with Excel?

    import client

    The Import Multiple Users From Excel screen displays:

    import client

  4. In Step 1 - Download the template spreadsheet and add as many users as desired. Enter the Email Address, First Name, Last Name and Company for each user. Then, Save the file.

  5. In Step 2 - Upload the completed Excel Spreadsheet.

  6. Once the file is uploaded, select Import Users. The user’s basic information is filled.

  7. Select Assign Folders to give the user access to folders.

  8. Select Create & Continue and then Notify.

Import a list of clients users

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