Product Documentation

Provision the ShareFile service

Jun 05, 2015
Updated: 2014-01-29

Before you provision customers with the ShareFile service, ensure they have an existing ShareFile account. When you provision the service to a customer, Services Manager associates the customer's ShareFile account information with the customer's information in Services Manager. The service does not provision new ShareFile accounts for customers on behalf of the reseller.

Deprovisioning the service

When deprovisioning the service for a customer, the customer's users must be deprovisioned, including the ShareFile customer administrator. Upon deprovisioning, the service data is removed immediately from the customer in Services Manager. Additionally, you must cancel the customer's account through the ShareFile.com web site.

When a user is deprovisioned, the Employee user account associated with the Services Manager user is deleted immediately. The user receives no notification from ShareFile.

If you want to reprovision the ShareFile service to a customer whose account has been cancelled, the customer must first contact ShareFile to re-establish the former account or create a new one. Afterward, you can provision the ShareFile service to the customer through Services Manager.

To provision the ShareFile service to resellers

When provisioning a customer with the ShareFile service, Services Manager suggests a subdomain based on the customer's primary domain name (for example, mycompany.sharefile.com). However, Services Manager does not validate the subdomain prior to account creation. If the subdomain is invalid or in use by another customer, Services Manager displays an error message.

  1. From the Services Manager menu bar, click Customers and select the customer for whom you want to provision the service.
  2. Click Services and then click Reseller.
  3. From the services list, click ShareFile.
  4. Click Provision to enable the reseller to offer the ShareFile service to customers.

To provision the ShareFile service to customers

  1. From the Services Manager menu bar, click Customers and select the customer for whom you want to provision the service.
  2. Click Services and then click ShareFile.
  3. Under Account Information, enter the following information:
    • ShareFile Domain: The default top-level domain. For example, sharefile.com.
    • ShareFile Sub-domain: The customer's ShareFile subdomain. For example, mycompany.sharefile.com.
    • Administrator Username: The customer administrator's ShareFile account username. The username must be a valid email address.
    • Administrator Password: The customer administrator's ShareFile account password.
    • Employee Licenses: The number of Employee users associated with the customer's ShareFile account.
  4. Click Provision.

To provision the ShareFile service to users

When you provision the ShareFile service to a user, Services Manager creates a ShareFile account with the user's First Name, Last Name, Email Address, and Company properties. If the provisioned user already has a ShareFile account under the same primary email address as that specified in Services Manager, Services Manager associates the existing ShareFile account with the user and does not create a new account. After provisioning, ShareFile sends an activation email to the user that includes a temporary password with which to log on to the ShareFile.com web site and update the account password.

Users must have a working email address specified in Services Manager to receive the ShareFile activation email. If the user's email address is not functioning, you must update the email address. To do this, deprovision the ShareFile service for the user and delete the user from ShareFile. Then, update the user's email address in Services Manager. Afterward, you can provision the service to the user again.

When provisioned, users can receive the following basic permissions:
  • The ability to create root-level folders
  • The use of a personal file box
  • The ability to change their own passwords
  • The ability to view My Settings on the ShareFile.com web site
  1. From the Services Manager menu bar, click Customers and select the customer with the users to whom you want to provision the service.
  2. Under Customer Functions, click Users.
  3. On the Users page, select the user you want to provision and then click Services.
  4. Expand ShareFile.
  5. Under Basic Permissions, select the default permissions to grant to the user when using ShareFile. By default, all permissions are selected.
  6. Click Provision to enable the reseller to offer the ShareFile service to customers.