Skip to content
English
My Tickets
  • There are no suggestions because the search field is empty.

External Sharing Account Creation

Original Question or Issue:

When a new user is created from a sharing invite the account being created with 'FULL' access and license type.  I want the user to be 'EXTERNAL' so our licenses aren't consumed.

Environment:

  • Product - FileCloud Server/Online
  • Version - Any
  • Platform - Any

Steps to Reproduce:

 

Error or Log Message:

 

Defect or Enhancement Number:

 

Cause:

The "Automatic Account Approval" was set to 1 (Full Access)

Resolution or Workaround:

You can change the Automatic Account Approval setting for creating new accounts to 3 for External Users.

    Go to: Admin Portal -> Settings -> Admin -> Automatic Account Approval (set it to 3)

When a share is created for a new external contact, it will be classified and created as an External Account.

Notes: