Upgrade Client to Employee User

For various reasons it may be necessary to Upgrade a Client user to an Employee user. Some reasons include:

• An error may occur when adding a client user with the company email domain (@yourcompany.com) to a folder. Account licensing requires these users to be added as employee users.
• An error may occur when a client user attempts to login to applications that require employee licensing (i.e. ShareFile for Outlook, UMT, etc.).

To upgrade a client user (intended for external users) to an employee user:

1. Navigate to People > Browse Clients.
2. Browse or search for the user.
3. Click the Manage icon located to the right of the user’s name and email address to access their profile.
4. Under the Actions menu on the right side, select Upgrade to Employee.
5. You can customize the user's basic information and permissions before saving as a new employee user.

Requirements:

Employee user with the allow this user to manage employee users and allow this user to manage client users permissions.