Document Management & Sharing
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Configuration
User Management
License Management
Once the necessary permissions are assigned to Salesforce users, any interaction with the CloudFiles Lightning App or its Lightning Web Components (LWCs) will create a corresponding CloudFiles User.
You can view and manage CloudFiles users in the User Management page under the Document Management tab of the CloudFiles App.

A Salesforce user must have an "Active" CloudFiles User status to access CloudFiles functionalities. If an "Inactive" user attempts to interact with a CloudFiles LWC, they will receive a "No License" message.


To activate or deactivate a user:
- Click the pencil (edit) icon next to the License Status column.
- Select Active or Inactive from the dropdown.
- Click Save to apply the changes.


The Role field in the User Management page indicates the level of access a user has within CloudFiles.
- Super Admin Users (those with the CloudFiles "Super Admin" permission) will have the role "Admin" and can access & control all functionalities.
- Standard Users will have the role "User" and can only access the Content Library tab and CloudFiles components within Salesforce.
- The number of Active CloudFiles users cannot exceed the total CloudFiles Licenses assigned to your Salesforce org.
- If you attempt to exceed the allocated number of licenses, you will be prompted to purchase additional licenses.
