ShareFile

User permissions

ShareFile permissions are designed to give you granular control of your account.

To manage user permissions:

  1. Go to People.
  2. Select Manage Users (or Browse Employees or Browse client contacts).
  3. Browse or search for your user.
  4. Click the user or the Manage icon on the right to open the user profile.
  5. Modify permissions as needed.
  6. Save changes.

Requirements:

  • The delegate admin privileges to other employee users permission or Manage Employee Users permission

  • Employee users may only give or edit the permissions that they themselves have been given.

When creating a new employee, you can modify these settings during the user creation process.

Note:

A grayed setting indicates a permission that the creating user does not have access to or is not permitted to give to others - therefore, they cannot grant that permission to another user.

General permissions

  • Access company account permissions - This permission grants the user the ability to access and change the account wide permissions.

Files and Folders permissions

Files and Folders permissions are:

  • Create root-level folders in “Shared Folders (default) - This permission allows the user to create root-level folders in “Shared Folders”.
  • Use personal File Box (default) - This permission grants the employee user access to the File Box.

For more information, see Folders.

E-Signature permissions

E-Signature permissions are:

  • Send documents for e-signature (default) - This permission allows the user to select files to “send for signature”. This permission will use one e-signature license.
  • View all e-signature documents - This permission allows the user to view all e-signature documents.
  • Manage e-signature templates - This permission grants the user the ability to create e-signature templates.

For more information, see Electronic signature.

People permissions

People permissions are:

  • Manage Clients (default) - This permission allows the employee user to manage clients.

    Note:

    To be able to delete clients, you need the Manage Employees permission.

  • Manage Employees - This permission allows the employee user to create and manage other employees.
  • Delegate admin privileges to other employee users - This permission allows the employee user grant other employees admin permissions.
  • Edit Shared Address Book (default) - With this permission, the employee will be able to add users to the Shared Address Book which allow other employee users to see these contacts in the system.
  • Share distribution goups - This permission allows the employee user to create a Shared Distribution group.
  • Edit other users’ shared distribution groups - This permission allows the employee user to add/delete users within a Shared Distribution group.
  • Manage super user group - This permission allows the employee user to add/delete users within a Super User Group.

For more information, see People settings.

Company Account Info permissions

Company Account Info permissions are:

  • Edit account appearance - This permission allows the employee to configure account branding and appearance settings. See Company Branding
  • Access reporting - This permission allows the employee to create account-wide reporting. See ShareFile Reporting.
  • View notification history - This permission allows the employee user to view the account’s notification history.
  • Configure single sign-on settings - This permission allows the employee user to configure single sign-on (SAML) settings for the account.

Billing permissions

Billing permissions are:

  • View/edit billing information - This permission allows the employee user to view the account’s billing information. See Edit Billing Information.
  • Request plan changes - This permission allows the employee user to request modifications to the account’s plan.
  • View receipts and billing notifications - This permission allows the employee user to download copies of billing receipts or add billing recipients. See Receipts and Billing Notifications.

Note:

Billing settings will display based on your plan type.

For more information, see Billing.

Connectors permissions

Connectors permissions are:

  • Create and manage connectors - This permission grants the employee user the ability to create and manage Personal Cloud Connectors.
  • Create SharePoint connectors - This permission grants this employee user the ability to create and manage new SharePoint Connectors.
  • Create Network Share connectors - This permission grants the employee user the ability to create and manage new Network Share Connectors.

Note:

Connector settings will display based on your plan type.

For more information, see Connectors.

StorageZones permissions

StorageZones permissions are:

  • Create and manage StorageZones - This permission grants the employee user the ability to create and manage Storage zones.
  • Select StorageZone for root-level folders - This permission grants the employee user with “Create root-level folders in Shared Folders” to choose the folder’s zone. In order to change another user’s default storage location, membership to the Super User Group is also required.

Note:

StorageZone settings will display based on your plan type.

For more information, see Storage zones

Advanced Preferences permissions

Advanced Preferences permissions are:

  • Manage folder templates - This permission allows the user to create dynamic folder templates.
  • Manage remote upload forms - This permission allows the user to create and manage remote upload forms.
  • Manage file drops - This permission allows the user to create and manage file drops.
User permissions

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