How Can I Add Users in Bulk? - ShareFile

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How Can I Add Users in Bulk?

Adding Users in Bulk video Watch Video (2:31)

ShareFile User Management Tool

The ShareFile User Management Tool (UMT) enables you to provision user accounts and create distribution groups from Active Directory (AD). With this tool, you can schedule the tool to run at selected times to keep your ShareFile users synchronized with your AD users.

Please verify that your environment meets the system requirements before installing the tool.

Importing contacts from Microsoft Outlook or Google Mail

If you would like to import your Microsoft Outlook contacts into ShareFile, please refer to this article.

If you would like to import your Google Contacts into ShareFile, please refer to this article.

Adding users from an Excel spreadsheet:

Alternatively, ShareFile allows you to create users in bulk by uploading an excel spreadsheet to your account. To add multiple employees, download our template spreadsheet (found here) and add as many users as desired. If the Password field is left blank, a password will be auto-generated.

Step 1

Once you have your spreadsheet you will upload it into ShareFile by clicking on the Manage Users link and either Create New Employee or Create New Client. You will then see a button to the right for Add from Excel Spreadsheet . On this page there will be a Browse Box to upload your Excel file.

Add from Excel Spreadsheet button

Step 2

Next, you will have the option to select the user preferences for all the users you are creating.

Bulk Add Emp Permissions

Step 3

The last step allows you to send an optional email notification to the users letting them know that they have been added to the system. You can customize the text and then click the Send Notification button to finish.

Step 3 of adding users in bulk


Video: Adding Users in Bulk (2:31)

ShareFile User Management Tool

How Do I Create an Employee User?

How Do I Create a Client User?

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