ShareFile

Partner Tenant Management

November 19, 2024

Contributed by:

J C

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.

In your ShareFile account, navigate to Settings > Admin Settings > Advanced Preferences > Tenant Management.
Select Add Tenant.
Type in the Admin Details in the corresponding fields.
Type in the Business Details (tenant) then select that you agree to Terms of Service.
Enter account subdomain and check for availability. If taken, select another name.
Select the account type.
Select plan type. For mor information on ShareFile plan types, see ShareFile.
If necessary, select Provide a support contact for tenants. This is optional.

Note:

Complete the support contact information fields if you selected the option.
Select the storage zone for the tenant account.
Select Finish to create the tenant account.

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.

From the Tenant Management dashboard, select Download as CSV.
Use your prefered application to open the file.

Cancel an account

Select the ellipses at the end of the row for the account that needs to be cancelled.
Select cancel depending on the type of account:
- For a trial account, select Cancel trial.
- For an account, select Cancel account.
The status is updated to cancelled and no additional action is required.

Convert a trial account to a paid account

Select the ellipses at the end of the row for the account that needs to be converted from trial to paid.
Select Convert to paid.
Select the plan type then Convert account.

Change the account plan

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

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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Partner Tenant Management

November 19, 2024

Contributed by:

J C

November 19, 2024

Contributed by:

J C

Partner Tenant Management

Prerequisites

Add a tenant

Download as CSV

Cancel an account

Convert a trial account to a paid account

Change the account plan

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