Admin, User & Account

we have compiled all the articles and faqs related to user and account topics in this help document this guide is designed to provide cloudfiles users with easy access to all the support they need in one place below is a detailed overview of the topics you can explore table of contents users section what is an integration/system user? docid\ mtj5yysrs9vrpy4veaw9h learn what an integration/system user is, how it connects with crms and cloud storage platforms, and the steps to set it up in cloudfiles inviting users and managing licenses in the cloudfiles app docid 9phkqzoheexhpsy k7rqs this section guides you through inviting users to hubspot using cloudfiles and managing license assignments, both automatic and manual accounts section doc management settings docid\ omtrmb062za4vb20m1wer document management settings allow you to connect cloud storage platforms such as google drive, sharepoint, onedrive, dropbox, and more, manage available libraries, and configure file and folder conflict behaviours such as rename, replace, skip, or fail for when duplicates are encountered during automations doc sharing settings docid\ kc0uduuss5 pnprhue9hq document sharing settings allow you to configure how links are created, branded and secured at the account level this includes enabling cloud storage connections, customising branding with your logo, subdomain or custom domain, setting default link behaviours such as download permissions and expiry, configuring compliance and data consent options and controlling viewer customisation such as login options, theme, and ip tracking license & billing settings docid\ i8v9sgxlpquswrqyegw1k license & billing settings provide a centralised place to manage your subscription, including assigning and removing licenses for document management and document sharing, switching between plans, choosing monthly or annual billing, managing add on packs and updating payment methods and invoices via stripe other account settings docid\ rg56j2fycgbe2stv2vkx3 other account settings covers managing your cloudfiles account information such as account name and connected hubspot integration, as well as api key management, including the server side api key and client side client key used for integrating cloudfiles with your own applications, and the option to permanently delete your account what are automation credits? docid\ ax1be ubibbitv 2ejtci automation credits are units used to measure the execution of cloudfiles workflow actions, where one credit is consumed per flow action executed this article explains how credits are allocated based on your subscription plan, how they are consumed during workflow executions, and that unused credits do not carry over to the next billing period