Creating User Accounts on Organization Level

Note: You must have organization-level admin rights to do this.

When a user account is created, the user receives an email with a link to set up their account. If they already have an M-Files Hubshare account, they receive an invitation to join the organization.

Creating internal user accounts

To create an internal user account:

  1. On the navigation bar, click the user icon and select Settings.
  2. Click Internal users.
  3. Click Create internal user.
  4. Enter the user information.
    Note: If you do not set a storage space quota for the user, the user can use all the organization's space.
  5. To add more user information, click More details.
  6. When you have entered the information, click Save.

Creating external user accounts

To create an external user account to your M-Files Hubshare organization:
  1. On the navigation bar, click the user icon and select Settings.
  2. Click External users.
  3. Click Create external user.
    Result:The Create external user dialog is opened.
  4. Enter the user information.
  5. Click Save.
An invitation email is sent to the entered email address.
Note: For external user accounts, you can change the user information until they accept their invitation. After the external user has accepted the invitation, only they can change their information.

Sending a new invitation

If the user did not receive the email for some reason, you can send them a new invitation email or share a link to a new invitation.

To do this:

  1. On the navigation bar, click the user icon and select Settings.
  2. Click Internal users or External users.
  3. On a user account row, click the three-dots menu icon ().
  4. On a user account row, click the three-dots menu icon ().
  5. Select Modify.
    Result:The update dialog opens.
  6. Do one of these options:
    ObjectiveInstructions
    Send a new invitation email. Enable Send new invitation email and click Save. A new invitation email is sent to the user.
    Copy a new invitation link. Click Copy new activation link to clipboard and paste the link to, for example, an email or chat.
  7. Click Save.