ShareFile

FINRA Storage Enforcement

A FINRA account admin is notified when an account reaches 90-98% and continues until 100% of the account storage limit. Notifications are provided to the FINRA account admin and user as follows:

Storage Enforcement Notifications for FINRA Account Admin

  • Account at 90-98% of storage
    • The account administrator receives notifications when an account has consumed 90-98% of its storage limit.

      Storage Enhancement 1

    • A dismissible banner on the ShareFile UI is displayed and an email notification is also sent to the admin (as shown above).

      Storage Enhancement 2

    • You can click on View usage to view the existing storage data.
    • Clicking on the Add storage on the account banner as shown above or on Manage plan option in the email above will redirect admins to buy additional licences to upgrade existing plan.

      Storage Enhancement 3

  • Account at 98-100% of storage
    • The account administrator receives notifications when an account has consumed 98-100% of its storage limit.

      Storage Enhancement 4

    • A persistent warning banner on the ShareFile UI is displayed and an email notification is also sent to the admin (as shown above).

      Storage Enhancement 5

    • You can click on View usage to view the existing storage data.
    • Clicking on the Add storage on the account banner as shown above or on Manage plan option in the email above will redirect admins to buy additional licences to upgrade existing plan.

      Storage Enhancement 6

  • Account at 100% of storage
    • The account administrator receives notifications when an account has consumed 100% of its storage limit.

      Storage Enhancement 7

    • A persistent error banner on the ShareFile UI is displayed and an email notification is also sent to the admin (as shown above).

      Storage Enhancement 8 Storage Enhancement 9

    • You can click on View usage button to view the existing storage data.
    • Clicking on the Add storage on the account banner as shown above or on Manage plan option in the email above will redirect admins to buy additional licences to upgrade existing plan.

      Storage Enhancement 10

Note:

  • For FINRA accounts, additional licences need to be purchased for extra storage addition.

Storage Enforcement Notifications for FINRA Account User

  • Account at 100% of storage
    • The user receives notifications when an account has consumed 100% of its storage limit.
    • A persistent error banner on the ShareFile UI is displayed and an email notification is also sent to the admin as shown below. Storage Enhancement 11
    • You can click on Request more storage button and the admin will receive the notification to upgrade the existing plan. Storage Enhancement 12
FINRA Storage Enforcement