Requirements to create a Client User

  • An Employee user
  • The manage client users permission
  • Changing a client email address or deleting a client user from the system both require the manage employee users permission.

Create a Client 

First, head to
People > Manage Users Home or 
Browse Clients. Click
Create Client.

Enter your user’s email address, first name and last name. (Company is optional). If you wish to add additional users, click Add another. When adding multiple users at Step 1, those users must all be given the same permissions and folder access later in the creation process.

By default, new client users are prompted to create a new password when they sign in to ShareFile for the first time. New client users will need to verify their email address before being able to set their password.

Next, you can assign folders to your user, as well as add the user to Distribution Groups. You may also copy folder permissions from an existing user to your new one…

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