Client Hub - Service Teams

December 8, 2025

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As a ShareFile administrator, you can create and manage service teams that can be assigned to clients.

Assigned team members can:

View client requests and services they have access to
View folders and files they have access to
Assign requests to client contacts
Create services for the client

To create a service team:

Go to Account settings > Client hub management > Service teams.
Select Create service team.
Enter a service team name.
Select add team members to add members to the service team.

You can select one or multiple team members and search users by name or email. Once you’ve selected the users, click Add.
Select Create.

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Client Hub - Service Teams

December 8, 2025

Contributed by:

December 8, 2025

Contributed by:

Client Hub - Service Teams

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