Product Documentation

Create or link a ShareFile account to Citrix Cloud

To get started with ShareFile, you can take advantage of the following options:

  • If you’re new to ShareFile and want to try it out, you can request a trial.
  • If you already have a ShareFile account but haven’t purchased entitlements, you can connect your account to Citrix Cloud.
  • If you’ve purchased ShareFile entitlements, you can create a new account in Citrix Cloud and assign your entitlements to that account.
  • If you’ve purchased the ShareFile service, you can connect your account to Citrix Cloud to manage your existing entitlements.

Request a trial

Use the following steps if you don’t have a ShareFile account and want to try out the service.

  1. Sign in to Citrix Cloud using your Citrix credentials.
  2. From the Citrix Cloud console, under Available Services, locate the ShareFile tile.
  3. In Add Service, select Request a Trial. Add Service menu with Request Trial selected The Add ShareFile Account page appears with the Request Trial tab selected.
  4. In the GEO Location section, select the service region you want to use and acknowledge that the location can’t be changed after requesting the trial.
  5. In the Select a subdomain section, enter the unique subdomain you want to use.
  6. Click Request Trial. Citrix Cloud sends you an email after your ShareFile account is created.
  7. Under My Services, click Manage on the ShareFile tile to continue to the ShareFile Admin Overview.

Create a new ShareFile account and assign entitlements

Use the following steps if you’ve purchased ShareFile entitlements and want to create a new account and assign the entitlements to that account.

  1. Sign in to Citrix Cloud using your Citrix Cloud credentials.
  2. From the Citrix Cloud console, under My Services, locate the ShareFile tile and click Manage. Service tile with Manage button highlighted The Assign ShareFile Entitlements page appears and displays any new ShareFile entitlements purchased under your Citrix OrgID.
  3. Click Create new account and Assign.
  4. On the Set up ShareFile page, choose the service region, enter a unique subdomain, and then click Create Account.

To link an existing ShareFile account to your Citrix Cloud account, the following requirements must be met:

  • You must have administrator permissions in both Citrix Cloud and ShareFile.
  • The email address that you use to sign in to Citrix Cloud must match the email address on record for ShareFile.

If any of these requirements aren’t met, Citrix Cloud might not be able to locate your ShareFile entitlement or the correct account for assignment. If you need help with these requirements, contact Citrix Support.

Use the following steps if you haven’t yet purchased ShareFile entitlements and want to link your existing account to Citrix Cloud.

  1. Sign in to Citrix Cloud using your Citrix Cloud credentials.
  2. From the Citrix Cloud console, under My Services, locate the ShareFile tile.
  3. In Add Service, select Link Account. The Add ShareFile Account page appears with the Link Account tab selected. Add Service menu with Link Account selected
  4. Select the account you want to link and then click Link Account.

Important: If no accounts are displayed, verify that you are an administrator for ShareFile and that your email address for Citrix Cloud matches your email address for ShareFile. For additional assistance, contact ShareFile Customer Service.

Use the following steps if you’ve purchased ShareFile entitlements and want to manage your entitlements in Citrix Cloud.

  1. Sign in to Citrix Cloud using your Citrix Cloud credentials.
  2. From the Citrix Cloud console, under My Services, locate the ShareFile tile and click Manage. The Assign ShareFile Entitlements page appears and displays the ShareFile license you have in your account.
  3. Click Assign to Existing Account. The ShareFile Accounts page appears.

    Assign to existing account dialog

  4. To link an account that has never contacted Citrix Cloud, click Link another account. Citrix Cloud displays the available accounts you can link.

    Dialog showing no accounts were found

  5. Select the ShareFile account you want to link and then click Link Account. Dialog showing available accounts

    Important: If no accounts are displayed, verify that you are an administrator for ShareFile and that your email address for Citrix Cloud matches your email address for ShareFile. For additional assistance, contact Citrix Support.

  6. Select I understand that entitlements assigned to an account cannot be reversed.

    Dialog showing acknowledgement selected

  7. Click Assign. The Assign ShareFile Entitlements page displays the account assigned to the entitlement.

    Dialog showing entitlement assigned

  8. Click Manage to continue to ShareFile Admin Overview.

Create or link a ShareFile account to Citrix Cloud