ShareFile

Partner Tenant Management

Note:

This page is being retired on November 30th, 2024.

Did you know…

  • You can add new tenants in ShareFile.

  • You can download your tenant list as CSV.

  • You can cancel a trial or paid account.

  • You can convert a trial account to a paid account.

  • You can change the ShareFile plan type for an account.

ShareFile now allows partners to add new tenant accounts. The new automated provisioning provides more streamlined account management, easy tenant setup, and faster time to market.

Tenant Management allows you to add new tenants and manage existing tenants. From the list you can view:

  • Account name
  • Status
  • Licenses used
  • Plan name
  • Storage zone
  • Storage used
  • Ellipses to manage tenants

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Prerequisites

  • Must have create and manage storage zones enabled.
  • Must have Manage Tenant Access enabled.
  • Must be an Admin with Manage employees permission enabled.

Add a tenant

The following steps explain how to add a tenant in ShareFile.

  1. In your ShareFile account, navigate to Settings > Admin Settings > Advanced Preferences > Tenant Management.

  2. Select Add Tenant.

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  3. Type in the Admin Details in the corresponding fields.

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  4. Type in the Business Details (tenant) then select that you agree to Terms of Service.

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  5. Enter account subdomain and check for availability. If taken, select another name.

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  6. Select the account type.

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  7. Select plan type. For mor information on ShareFile plan types, see ShareFile.

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  8. If necessary, select Provide a support contact for tenants. This is optional.

    Note:

    Complete the support contact information fields if you selected the option.

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  9. Select the storage zone for the tenant account.

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  10. Select Finish to create the tenant account.

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Download as CSV

The following steps explain how to download a CSV with tenant information including the tenant account name, current status, number of licenses, plan type, storage zone name, and storage used.

  1. From the Tenant Management dashboard, select Download as CSV.

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  2. Use your prefered application to open the file.

Cancel an account

  1. Select the ellipses at the end of the row for the account that needs to be cancelled.

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  2. Select cancel depending on the type of account:

    • For a trial account, select Cancel trial. lock-2
    • For an account, select Cancel account. lock-2

    The status is updated to cancelled and no additional action is required.

Convert a trial account to a paid account

  1. Select the ellipses at the end of the row for the account that needs to be converted from trial to paid.

  2. Select Convert to paid.

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  3. Select the plan type then Convert account.

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Change the account plan

  1. Select the ellipses at the end of the row of a paid account to change the plan type.

  2. Select Change plan.

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  3. Select the plan type then Change plan.

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Partner Tenant Management