UAB ShareFile: Creating a New Client

This scribe will walk you through the process of setting up a new client account in UAB ShareFile from start to finish. We'll cover everything from creating a new client to customizing settings and adding them to your distribution group. With these easy-to-follow instructions, you can create a new client account in no time and streamline your file-sharing process.

Jon Steen
20 steps

UAB ShareFile Main Dashboard

Click the People link

Click "Manage Users Home"

Click the "Create Client" link

Complete all required fields in the Basic Information section.

Tip! You can choose not to assign any access permissions at this time by simply clicking "Create & Continue". Then proceed to step 19

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

Click "Assign Folders"

Navigate to the folder(s) you would like to assign to the new user and check the box next to it

Click "Next: Set Permissions" once you've selected the folder(s) you want to assign to the new user.

Set your folder permissions accordingly. Use the scroll bar to see all available options.

Click "Done" once you've selected your permission levels.

To add to a distribution group, Click "Add to Distribution Group"

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.

Click "Add to Groups"

To copy all the permission settings from a previously created user click "Copy Folder Access from Existing User".

Type the email address of the user you want to copy settings from.

Click "Copy"

Click "Create & Continue"

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".

Set your notification settings and Click "Notify" or "Skip". You have now successfully created a new user.