ShareFile

Create an employee user in Manage Users

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

Sign into ShareFile.
Select People > Manage users home > Create employee.

The Create New Employee screen displays.
In Step 1: Basic Information enter the information for the client including First Name, Last Name, Email Address, and Company.
In Step 2: User Settings select the User Access by setting the Users roles and User permissions. For more information, see User roles and permissions
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.
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.
Select Notify.

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

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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Create an employee user in Manage Users

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