ShareConnect Team Dashboard

All team administrators can access the team dashboard to manage users and their accounts.

To access the dashboard, administrators must select Manage Team Account drop-down menu.

The dashboard displays the following information:

  • The administrator’s name.
  • The number of administrators and users associated with the account.

Note: Currently, the user who created the team account is automatically assigned the Team Administrator status and a team can only have 4 licenses excluding the administrator’s license.

  • Number of licenses used and the free trial period.
  • Support information if you want to subscribe to a paid ShareConnect team account.

User-added image


From the left navigation, administrators can:

  • Add Users
  • Delete Users
  • Manage Users
  • Share Computers

Related:

Manage ShareConnect Users

From the team dashboard, users can add and manage users.

To add a team user

1. Click Add Users from the left navigation under Manage Team Account.

2. All licensed users will be listed in this menu. Click the checkbox beside a user and click the Invite User button.

3. Team users will receive an email notification informing them that they have been added to the team account. They must click on the link in that email to activate their ShareConnect account.

User-added image
User-added image

To delete a team user

1. From the left navigation, click Manage Users.

2. In the right window, you can see a list of users associated with the team.

3. Select the checkbox of the user you want to delete and click Remove user.

User-added image

Manage Users

By clicking on the Manage Users menu item on the left navigation, administrators can see the following:

  • User details – name, email, the number of computers they’ve installed ShareConnect on and the last time they logged in to use ShareConnect.
  • Delete users
  • Search for users
User-added image

Related:

  • No Related Posts

Online Forms Data and Statistics

How do I export the data collected in Online Forms?

To export the signing data from an Online Form, including the data collected for each individual form field, click the Online Forms tab from the Dashboard. Next select the Online Form with the signing data you would like to export, and click the Responses tab in the grey menu at the top of your browser window. Next, click Export to XLS, followed by Download Report.

User-added image

This will download the signing data from your Online Form and save it as a .CSV file, which can be opened in any spreadsheet program. In the spreadsheet, each form field from your Online Form will be represented by a column, and each signed document will be listed in an individual row.

How do I view statistics on my Online Form performance?

To view the performance statistics on your Online Forms, click the Online Forms tab from the Dashboard. Select the desired Online Form and click the Statistics button in the grey menu bar. You will then be able to view the following statistics:

  • Number of active links to your Online Form
  • Number of times your Online Form has been viewed
  • Number of times your Online Form has been signed
  • Conversion rate of parties who view your Online Form
  • Average number of minutes required by Signers to complete your Online Form
  • A calendar tracking when your Online Form has been viewed and signed
  • An overview of all responses to each form field on your Online Form
  • A map of the location of signers for your Online Form
  • Charts detailing which links to your Online Form generated the most signatures

User-added image

Related:

How to create a request for an email signature

From within the ShareFile Dashboard view, click on “Request Files” and then “Get a Request Link”.

From the “Get a Link” prompt, you can choose the location that requested files will be uploaded to. By default, they will be uploaded to the File Box. If you would like to change the upload location, click the “Edit” link and select the folder from the tree view.

Once you have the correct upload location set, please click on “Edit Link Options”. From the “Edit Link Options” pop-up, please be sure to change the “Download access expires” dropdown to “never”.

Once you have edited the link options, click the Get a Link button.
A link will be generated for you and will be displayed with a Copy Link button next to it. Click Copy Link.
Once you have your link copied, we are ready to edit your email signature.

Related:

SMB: Billing RightSignature 3 Billing and Pricing

If you are a RightSignature admin, you can navigate to Account > Plans to view the billing information.

User-added image

You can select Update Billing Information (https://rightsignature.com/plans/new_card) to change the credit card on file.

Also, you can Past Invoices (https://rightsignature.com/plans/invoices) to access the monthly or annual receipts.

if you are not an admin user, you will be redirected to the dashboard if you go to either of these pages.

Related:

  • No Related Posts

Activate or Deactivate RightSignature in Your ShareFile Account

If you are an Admin or Owner, follow the steps below to add a new user to your account:

Create an Employee.

First, head to People > Manage Users Home or Browse Employees. Click Create Employee

User-added image

Enter your user’s email address, first name and last name. (Company is optional). If you wish to add additional users, click Add another. When adding multiple users at Step 1, those users must all be given the same permissions and folder access later in the creation process.

User-added image

Next, customize your new employee’s User Access.

User-added image

Under E-Signature you will see the 3 options related solely to e-signatures. The first option “Send document for e-signature” is your base level permission. Checking this permission will allow an employee user to send documents for e-signature.

Note: Checking this permission will use one of your e-signature licenses

Once this permission is enabled the employee user can now send documents for e-signature from within your ShareFile account.

Remove an Employee from e-signature

In the ShareFile dashboard, go to People > Browse Employees. Click on employee whose e-signature permission you want to remove.

Scroll down to User Access.

User-added image

Uncheck “Send documents for e-signature”. Then save changes. Employee’s e-signature permission is removed. This frees up a RightSignature license.

Related:

Advisory: Sophos Central – Some users are intermittently experiencing issues with the Central Dashboard

We are investigating reports of some Sophos Central users intermittently experiencing issues with the Central Dashboard.

Applies to the following Sophos product(s) and version(s)

Sophos Central Admin

Some Sophos Central users are experiencing issues logging into the Central Dashboard and/or intermittent performance and slowness issues navigating the Dashboard.

[11/1/2019 – 8.30pm EST] – RESOLVED

  • The Sophos Central Admin login issue has been resolved. All Services have been restored to normal.
  • Completed. Sophos is actively monitoring.

[11/1/2019 – 7.30pm EST]

  • The Sophos Central Admin login issue has been resolved, however some users may experience intermittent performance and slowness issues while accessing the Central Dashboard. Sophos is actively monitoring to ensure this is resolved.

[11/1/2019 – 6pm EST]

  • Some Sophos Central Customers are unable to log into Central and unable to load Devices List. All Sophos product functionality is otherwise unaffected. We are actively working to address this issue and will update as soon as possible.

If you’ve spotted an error or would like to provide feedback on this article, please use the section below to rate and comment on the article.

This is invaluable to us to ensure that we continually strive to give our customers the best information possible.

Related:

Advisory: Sophos Central Email – Dashboard and Sandstorm summary is not loading for some users

Sophos Central Email dashboard and Sandstorm summary is not loading for some users

Applies to the following Sophos product(s) and version(s)

Sophos Central Email

A small subset of users are reporting that under the Sophos Central Email Gateway dashboard, the Inbound Activity Summary and Sandstorm Activity Summary load indefinitely or display that no information is available.

Selecting the See Report button is not affected by this issue.

Development has identified the root cause and working on resolving this issue. This article will be updated once the fix has been deployed.

Details regarding inbound email and sandstorm can still be reviewed by clicking the See Reports button, which is not affected.

This article will be updated when more information becomes available.

If you’ve spotted an error or would like to provide feedback on this article, please use the section below to rate and comment on the article.

This is invaluable to us to ensure that we continually strive to give our customers the best information possible.

Related:

RESOLVED: Sophos Central Email – Dashboard and Sandstorm summary is not loading for some users

Sophos Central Email dashboard and Sandstorm summary is not loading for some users

Applies to the following Sophos product(s) and version(s)

Sophos Central Email

A small subset of users are reporting that under the Sophos Central Email Gateway dashboard, the Inbound Activity Summary and Sandstorm Activity Summary load indefinitely or display that no information is available.

Selecting the See Report button is not affected by this issue.

The fix for this issue has been deployed to all regions.

For any users that continue experience issues, please clear your browser history and cache then try again. Please contact Sophos Technical Support if issues continue.

If you’ve spotted an error or would like to provide feedback on this article, please use the section below to rate and comment on the article.

This is invaluable to us to ensure that we continually strive to give our customers the best information possible.

Related:

Advisory: Sophos Central Email dashboard and Sandstorm summary is not loading for some users

Sophos Central Email dashboard and Sandstorm summary is not loading for some users

Applies to the following Sophos product(s) and version(s)

Sophos Central Email

A small subset of users are reporting that under the Sophos Central Email Gateway dashboard, the Inbound Activity Summary and Sandstorm Activity Summary load indefinitely or display that no information is available.

Selecting the See Report button is not affected by this issue.

Development has identified the root cause and working on resolving this issue. This article will be updated once the fix has been deployed.

Details regarding inbound email and sandstorm can still be reviewed by clicking the See Reports button, which is not affected.

This article will be updated when more information becomes available.

If you’ve spotted an error or would like to provide feedback on this article, please use the section below to rate and comment on the article.

This is invaluable to us to ensure that we continually strive to give our customers the best information possible.

Related: