ShareFile

ShareFile Client Hub: Service Teams

March 24, 2026

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Managing Service Team Members For Client Hub Admins

Summary

This guide instructs administrators on how to add new members to an existing Service Team and manage their access levels within the ShareFile Client Hub.

Prerequisites

User must be logged in with Administrator permissions.
The Service Team must already be created.
Only employee users can be added to a Service Team.

The Steps

From the ShareFile dashboard, navigate to the Client Hub tab in the left-hand sidebar.
Click the Manage client hub dropdown menu in the top right corner.
Select Manage service teams from the list.
Locate the specific team you wish to update (e.g., “Team A”).
Click the checkbox next to the team name and select Edit service team from the action bar that appears.
In the Edit service team panel, click the Add team members button.
In the search field labeled Select one or multiple team members, type the name or email of the user you wish to add.
Select the user from the results list.
(Optional) To grant full administrative control over the team, check the box Add individuals as primary team members.

Note:

Primary service team members can edit client details, assign new primaries, and delete clients. If this is not checked, the user will be added as a Regular member with standard access.
Click the Add button at the bottom of the search panel.
Review the member list to ensure the Member type (Primary vs. Regular) is correct for each individual.
Click Save to apply the changes.

Applying Service Teams To ShareFile Client Hub

Summary

This guide provides employee users with steps to use Service Teams on ShareFile Client Hub.

Prerequisites

Service Teams must already be created by an administrator on the account. [Click here to learn more].
The Client Hub feature must be active for the account

The Steps: Assigning Service Teams to a Client

Navigate to the Client Hub: From the main dashboard, select the Client hub tab in the left-hand navigation sidebar.
Select a Client Entity: Locate and click on the specific Company Name or Client Entity (e.g., Acme Company) from your list of clients to open their detailed profile.
Access Assigned Team Members: On the Client details page, scroll down to the bottom right section labeled Assigned team members. Click the Add button located in the header of this section.
Toggle to Service Team Mode: A side pane titled Add team members will appear. By default, this may be set to add individuals. Select the radio button for Add service teams.

Note:

Selecting this option changes the search criteria from individual user accounts to the pre-defined groups created in your Admin settings.
Search and Select the Team: In the search bar under Select one or multiple service teams, type the name of the team you wish to assign (e.g., “Team A”). Click the team name when it appears in the dropdown results.
Review Permissions and Confirm: Verify whether the team selected is correct. Once selected, click the Add button at the bottom of the pane.

IMPORTANT:

Assigning a Service Team automatically grants all members of that team access to the client’s requests, services, and folders. Ensure the team’s membership is audited before applying them to sensitive client entities.
Verify the Assignment: The side pane will close, and the members of the Service Team will now appear in the Assigned team members list on the client profile.

Bulk Assigning to Multiple Clients

Select Multiple Clients: From the Client Hub list view, use the checkboxes to the left of the client names to select all the accounts you wish to update.
Initiate Add Team Members: In the action bar that appears above the list, click Add team members.
Apply the Service Team:
- Select the Add service teams radio button.
- Search for the desired team (e.g., “Team B”) and click to select.
- Click the Add button.

Verifying Service Team Membership at the Client Level

To ensure the correct individuals have access, you can audit a team’s membership directly from a client’s profile.

View Assigned Teams: Open a client profile and scroll to Assigned team members.
Access More Options: Find the Service Team you wish to audit and click the three-dot menu on the right side of the team entry as shown below:
View Members: Select View members from the menu.
Audit the List: A pane will appear listing all individual users within that Service Team, their emails, and their Member type (e.g., Regular).

Note:

Managing access via Service Teams ensures that any changes made to the team in the central Admin panel are instantly updated across all assigned clients, saving significant administrative time compared to individual assignments.

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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ShareFile Client Hub: Service Teams

March 24, 2026

Contributed by:

March 24, 2026

Contributed by:

ShareFile Client Hub: Service Teams

Managing Service Team Members For Client Hub Admins

Summary

Prerequisites

The Steps

Applying Service Teams To ShareFile Client Hub

Summary

Prerequisites

The Steps: Assigning Service Teams to a Client

Bulk Assigning to Multiple Clients

Verifying Service Team Membership at the Client Level

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