UAB ShareFile: Creating a New Client | Scribe

    UAB ShareFile: Creating a New Client

    • Jon Steen |
    • 20 steps
      1
      UAB ShareFile Main Dashboard
      2
      Click the People link
      3
      Click "Manage Users Home"
      4
      Click the "Create Client" link
      5
      Complete all required fields in the Basic Information section.
      information ordinal icon
      Tip! You can choose not to assign any access permissions at this time by simply clicking "Create & Continue". Then proceed to step 19
      6
      Select the appropriate option. Continue to the next step to assign folders. Skip to Step 12 to assign to a distribution group Skip to Step 15 to copy folder permissions from another user
      7
      Click "Assign Folders"
      8
      Navigate to the folder(s) you would like to assign to the new user and check the box next to it
      9
      Click "Next: Set Permissions" once you've selected the folder(s) you want to assign to the new user.
      10
      Set your folder permissions accordingly. Use the scroll bar to see all available options.
      11
      Click "Done" once you've selected your permission levels.
      12
      To add to a distribution group, Click "Add to Distribution Group"
      13
      Click the checkbox next to the distribution group to which you want to add the user. You may need to search for the distribution group if it is not present in the list.
      14
      Click "Add to Groups"
      15
      To copy all the permission settings from a previously created user click "Copy Folder Access from Existing User".
      16
      Type the email address of the user you want to copy settings from.
      17
      Click "Copy"
      18
      Click "Create & Continue"
      19
      You will receive this message if you don't select any options for Step 2. If you do not want to assign any folders, click "Continue Anyway".