Add a User to a Folder - ShareFile

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Add a User to a Folder

Giving Access to a Folder video Watch Video (2:34)

To add a user to the folder, navigate to the folder you wish to add the user to and access the "Folder Name" is Shared With section.

If you do not see the "Folder Name" is shared with... section, click here.

 

 

Click the Add People to Folder button.

 

 

Add an Existing User

All users and Distribution Groups on your ShareFile account are listed alphabetically in the pane on the left. You can also use the Search bar to quickly locate a specific user.

Select the checkbox beside the user(s) you wish to add.

Add a New User

Click this button to add a new user. The user's email address, first name and last name are required. The user will be created as a Client User and added to the list of users in the pane on the left.

Note: The new user will not be notified that they have been added to the folder unless you check the "Notify Added Users" option in the bottom right.

Click here for more information on users created via folder access.

Customize Permissions

Once you have selected your user(s), you may customize their permissions in the pane on the right. The permissions you select will apply to all selected users.

  • Upload - Allows users to upload new files.
  • Download - Allows users to download files stored in this specific folder.
  • Delete - Allows users to delete files stored in this specific folder. A user with this permission can delete files even if they are not the original uploader.
  • Admin - Allows users to manage access to this specific folder. A user with this permission can add or remove other users.

Customize Alerts

  • Email when files are uploaded
  • Email when files are downloaded

Notify Added Users

Check this box if you want users to receive an email notification that they have been added to the folder. You may also customize the message they receive using the appropriate link.

If you have created a new user, he or she will receive an account activation link along with their email notification.

Apply Settings to Subfolders

Check this box if you want the designated permissions to apply to all subfolders contained within this specific folder.

Save Changes

Be sure to save when finished.

 

I'm adding a large number of users and don't want them all to have the same permissions

If you want to customize permissions for various users, continue through the process as you normally would. Ignore the Permissions pane and save the addition.

Next, use the checkboxes in the "Folder Name" is Shared With... section to quickly adjust permissions on a user-by-user basis.

 

 

Related

Video: Giving Access to a Folder (2:34)

Adding a Distribution Group to a Folder

Video: Managing Folder Permissions (3:27)

Email Notifications

How Do I Change a User's Permissions on a Folder?

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