Applicable Products
- ShareFile
Instructions
Guide Getting Started With Citrix ShareFile ShareFile.com 4 1 3 Add employee and client users to your account From your Dashboard, click the Create New User button. Or, in the sidebar, select People. Then, click Manage Users. Enter the new user’s email address, which will serve as.
Quick Jump
| 1. Configure your Account Settings | 2. Select your Storage Preferences | 3. Configure single sign-on to your company credentials | 4. Deploy ShareFile apps and features | 5. Roll out ShareFile |
Before you get started, it’s recommended that you map out the “who, what, when, why, and how” of deploying and using ShareFile as a solution for your business with your stakeholders. Have you built a roadmap for ShareFile success? Cloud Adoption Services offers a service that provides your company with a success plan aligned to your desired business outcomes for ShareFile. Your success plan, created by ShareFile adoption experts, is a compilation of milestones (configure, deploy, roll-out and train) and recommended best-practices for each. Contact your sales representative for more information.
| Step 1: Configure your Account Settings |
We recommend updating your account settings first. Take note of these key settings:
| Step 2: Select your storage preferences |
ShareFile offers unparalleled storage flexibility in the cloud, on-premises, or in hybrid zones. Here’s what you need to know to set up an on-premises storage location (StorageZone):
Once you set up your storage location(s), start creating your folder structure and migrating your data.
| Step 3: Configure single sign-on to your company credentials |
Configure single sign-on (SSO) to allow your users to use their company credentials to log in to ShareFile.
- Configure SSO. leveraging your existing SAML 2.0 or 3.0 identity provider (IdP)
- Once you configure SSO, set up the User Management Tool to import your users from your active directory security group(s) or organizational unit(s).
| TIP! If you’re not ready to deploy to your end users, simply uncheck the “Notify Employees with Email” option when you create your provisioning rule. |
Cloud Adoption Services offers a for-fee technical configuration service to help guide you through SSO Setup. See details in Guided SSO Setup Data Sheet. Contact your sales representative for pricing and more information
Download Citrix Sharefile Sync
| Step 4: Deploy ShareFile apps and features |
Determine the tools and apps you would like to roll out to your users as an IT Administrator.
*If you push out applications on behalf of your end users, find your administrative downloads here.
| Step 5: Roll out ShareFile |
When you're ready to roll out ShareFile to your end users:
- Invite users: Select which end users to invite to ShareFile with a welcome email
- Communicate: Explore our email and communication templates to message your users. Templates include editable training documentation.
- Share free training: Share these simple videos with your team.
- Get custom training: Cloud Adoption Services offers a for-fee end-user and/or admin training led by ShareFile experts. Contact your sales representative for pricing and more information.
Citrix Sharefile Download Windows 10
| TIP! If you have Single Sign-On configured for ShareFile, you can send out your own email invitation blast by simply including your ShareFile URL. |
Download Citrix Sharefile Outlook Plugin
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