How to Link an existing ShareFile account

Requirements

  • You must have Administrator permissions in both Citrix Cloud and Content Collaboration (ShareFile).
  • The Administrator email address used to sign in to Citrix Cloud must match the email address on record listed in Content Collaboration.
  • Important: Customer linking process must be performed within 30 days of initial Order Date.

If any of these requirements aren’t met, Citrix Cloud might not be able to locate your Citrix Content Collaboration (ShareFile) account for assignment. If you need help with these requirements, contact Citrix Support and open a customer service case for “Content Collaboration (ShareFile) linking verification”.

To link your Content Collaboration account to Citrix Cloud (no new entitlements)

Use the following steps if you’ve previously purchased Citrix Content Collaboration entitlements and want to create a new account and link the entitlements to that account.

  1. Sign in to Citrix Cloud using your Citrix credentials.
  2. From the Citrix Cloud console, under Available Services, locate the Content Collaboration tile.
  3. In Add Service, select Link Account. The Add Content Collaboration Account page appears with the Link Account tab selected.
Add Service menu with Link Account selected
  1. Select the ShareFile 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 Content Collaboration (ShareFile). For additional assistance, contact Citrix Support and open a customer service case for “Content Collaboration (ShareFile) linking verification”

Customer bought new entitlements and want to assign them to an EXISTING Content Collaboration account

Use the following steps if you’ve purchased new Content Collaboration (ShareFile) or Workspace entitlements and want to assign(link/connect) and manage your entitlements in Citrix Cloud.

  1. Sign in to Citrix Cloud using your Citrix credentials.
  2. From the Citrix Cloud console, under My Services, locate the Content Collaboration tile and click Manage. The Assign Content Collaboration Entitlements page appears and displays the new entitlements you have purchased.
    • NOTE: If you are logged into Citrix Cloud, just bought a new entitlement, and you do not see the Content Collaboration tile under ‘My Services’ but instead; you see it under ‘Available Services’, chances are you are logged into the wrong Citrix Cloud account. In order to see your entitlements (and for the tile to show up in the ‘Manage’ state) you have to log into the Citrix Cloud account associated to the Org ID on your Purchasing Order.
  3. Click Assign to Existing Account, the Content Collaboration (ShareFile) Accounts page appears.
User-added image
  • If you have never linked an account to Citrix Cloud, you will NOT be able to assign the entitlement and you will receive the screenshot below. To link an account that has never connected to Citrix Cloud, click Link another account. Citrix Cloud displays the available accounts you can link. Otherwise, if already linked, proceed to step 4.
User-added image
  • Select the Content Collaboration (ShareFile) account you want to assign (link) the entitlement to and then click Link Account.

User-added image

Important: If no accounts are displayed, verify that you are an administrator for Content Collaboration and that your email address for Citrix Cloud matches your email address for ShareFile. For additional assistance, contact Citrix Support and open a customer service case for “Content Collaboration (ShareFile) linking verification”.

  1. Select the account displayed under Available ShareFile accounts that you want to assign the entitlement to.
  2. Select I understand that entitlements assigned to an account cannot be reversed.

Dialog showing acknowledgement selected

  1. Click Assign. The Assign Content Collaboration Entitlements page displays the account assigned to the entitlement.

User-added image

  1. Click Manage to continue to the Content Collaboration Admin Overview.

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