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.
ο»ΏIntegration or System Userο»Ώ : 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.
ο»ΏUser Registration and License Management on HubSpotο»Ώ : This section guides you through inviting users to HubSpot using CloudFiles and managing license assignments, both automatic and manual.
ο»ΏManaging Licenses and Roles in CloudFilesο»Ώ : Understand how to manage user roles and licenses within the CloudFiles web app, including assigning and changing roles.
ο»ΏDeleting a User from CloudFilesο»Ώ : Find out how to remove a user from your CloudFiles account using the settings in the web app.
ο»ΏWhat are Automation Credits?ο»Ώ : Explore how automation credits are used in CloudFiles workflows, how many you get based on your plan, and how they are consumed.
ο»ΏConnect Your HubSpot With CloudFilesο»Ώ : Learn the steps to integrate your HubSpot account with CloudFiles for streamlined operations.
ο»ΏWorking with Multiple CloudFiles Accountsο»Ώ : Discover how to manage and switch between multiple CloudFiles accounts, whether through the web app or HubSpot.
ο»ΏPermanently Delete Your Accountο»Ώ : Get the steps to permanently delete your CloudFiles account and remove all associated data.
ο»ΏCloudFiles: HubSpot Licensing and Pricingο»Ώ : Review the different CloudFiles licensing tiers (Pro, Business, Enterprise), including their features and pricing.
ο»ΏBilling Management and Subscription Detailsο»Ώ : Manage your subscription details, including your current plan, payment methods, and access to past invoices, all in one place.
ο»ΏCustom Branding & Domainο»Ώ : Learn how to customize your CloudFiles account with your companyβs branding, including logos and domain settings.
ο»ΏSetting Custom Sub-Domain for your accountο»Ώ : Follow the steps to set up a custom sub-domain, allowing your CloudFiles links to reflect your brandβs identity.
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