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People settings / Employee users / Create employee in manage users
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Create an employee user in Manage Users

ShareFile users can add clients using the following steps from their ShareFile account dashboard.

  1. Sign into ShareFile.

  2. Select People > Manage users home > Create employee.

    The Create New Employee screen displays.

  3. In Step 1: Basic Information enter the information for the client including First Name, Last Name, Email Address, and Company.

  4. In Step 2: User Settings select the User Access by setting the Users roles and User permissions.

  5. In Step 3: Grant access to Folders select Assign Folders. See Give User Access to Folders for more information. Other options include:

    • Adding people to a distribution group

    • Copy Folder Access from Existing User - which saves time setting folder access permissions when creating an employee user. Using the Copy Folder Access option copies only folder permissions, not account permissions.

  6. Select Create & Continue.

    The Notify Users displays and provides the ability to send a customized Welcome message to let the employee user know they are added to the account.

  7. Select Notify.

    The "Invitation(s) sent successfully" message displays briefly and the Browse Employees dashboard screen displays allowing you to review the added employee.