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ShareFile Social sign in
ShareFile provides an option for accounts to enable social sign in for their client users. By using social sign in functionality for their account, users can use their existing social accounts such as Google (Microsoft and AppleID coming soon) to authenticate into a ShareFile account, eliminating the need to create and remember yet another set of login credentials.
Administrator Configuration
Administrators can choose to enable or disable a social sign in provider on their account.
Enable social sign in
The following steps explain how to enable social sign in from the admin section.
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From your ShareFile dashboard, navigate to Settings > Admin Settings > Log-in & Security Policy.
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Under Social sign in check the box next to the service you want to enable.
Once enabled, this allows client users to start configuring the social sign in options that have a checkmark beside them.
Disable social sign in
The following steps explain how to disable social sign in from the admin section.
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From your ShareFile dashboard, navigate to Settings > Admin Settings > Log-in & Security Policy.
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Under Social sign in un-check the box next to the service you want to disable.
NOTES:
- Be aware that existing users on the account who are leveraging a disabled social sign in option might need to go through a reactivation process to set up an available authentication method if they don’t already have an alternative authentication method configured.
- Upon the user’s next log-in, the user is sent a reactivation email for their account to set up an authentication that is enabled for them.
End User Configuration
NOTE:
End user configuration is only available if the social sign in functionality is enabled at the ShareFile account level.
Enable social sign in while activating your ShareFile user
New client users have the option to create ShareFile password or to sign in with a social sign in provider.
New clients can use the following steps to sign in with their social account once they receive the activation email.
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Open the email and select Activate Account.
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When the ShareFile Welcome screen displays, select Continue.
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Select Sign in with Google to link your social account with ShareFile.
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Select your social account to link.
The Account linked Confirmation screen displays.
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Select Continue to ShareFile to open your client dashboard.
Enable social sign in from Settings after sign in
Client users, who did not select social sign in when they first received their activation email, can easily set it up using the following instructions.
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From the client dashboard, select the user initial drop-down in the upper left corner.
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Select Settings.
The Settings page displays.
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Select the Security Settings tab then under Sign in, select Configure social sign in.
The Configure social sign in screen displays.
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Select Sign in with Google.
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Select your social account to link.
The Account linked Confirmation screen displays.
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Select Continue to ShareFile to return to your client dashboard.
Delete or disable your social sign in link under Personal Settings
Client users can remove the social sign in using the following setps.
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From the client dashboard, select the user initial drop-down in the upper left corner.
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Select Settings.
The Settings page displays.
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Select the Security Settings tab.
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From Sign in, select Delete by the the social sign you want to delete.
Unable to link account - Error message
If the social sign in email address a client user attempts to link to is linked to another user on the account, an error message displays.
The client user should contact their account’s administrator who can assist them.
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