Inviting Users and Managing Licenses in the CloudFiles App

inviting new users and managing licenses in the cloudfiles app for hubspot is straightforward this guide walks you through the essential steps so you can easily onboard teammates and keep track of your license usage steps for inviting users step 1 log in to cloudfiles open https //hubspot cloudfiles io/ and sign in with your credentials step 2 open license management click the gear icon at the top right corner from the settings panel on the left, select license management step 3 choose your product select the cloudfiles product you are using, such as document management, document sharing or document generation you will now see the list of users along with their email, role and license status step 4 invite a new user click the invite user button above the table a dialogue box will open where you can choose new invites enter the email address of the user you want to add and select the role you want to assign step 5 send the invitation click send invite the user will receive an email with instructions to join the cloudfiles app this ensures your team has the right access and your license count stays accurate if you need further help, cloudfiles support is always available to assist you