Admin, User & Account

3min

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

1

Integration or System User : 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.

2

User Registration and License Management on HubSpot : This section guides you through inviting users to HubSpot using CloudFiles and managing license assignments, both automatic and manual.

3

Managing Licenses and Roles in CloudFiles : Understand how to manage user roles and licenses within the CloudFiles web app, including assigning and changing roles.

4

Deleting a User from CloudFiles : Find out how to remove a user from your CloudFiles account using the settings in the web app.

Accounts Section

1

What are Automation Credits? : Explore how automation credits are used in CloudFiles workflows, how many you get based on your plan, and how they are consumed.

2

Connect Your HubSpot With CloudFiles : Learn the steps to integrate your HubSpot account with CloudFiles for streamlined operations.

3

Working with Multiple CloudFiles Accounts : Discover how to manage and switch between multiple CloudFiles accounts, whether through the web app or HubSpot.

4

Permanently Delete Your Account : Get the steps to permanently delete your CloudFiles account and remove all associated data.

5

CloudFiles: HubSpot Licensing and Pricing : Review the different CloudFiles licensing tiers (Pro, Business, Enterprise), including their features and pricing.

6

Billing Management and Subscription Details : Manage your subscription details, including your current plan, payment methods, and access to past invoices, all in one place.

7

Custom Branding & Domain : Learn how to customize your CloudFiles account with your company’s branding, including logos and domain settings.

8

Setting Custom Sub-Domain for your account : Follow the steps to set up a custom sub-domain, allowing your CloudFiles links to reflect your brand’s identity.