Admin, User & Account
Check sub-articles in this section for features around account, admin and user settings and some other admin-related things.
Custom Branding & Domain - CloudFiles allows you to completely white-label the document viewer with your company logo and custom domain. In this article, we talk about accessing the settings page, updating brand logo and website and finally setting up CNAME mapping so that we can enable custom domain on your account.
Inviting users & assigning roles, licenses - CloudFiles enables teams to collaborate on their file sharing needs. In a team there are admin and user accounts. User accounts can upload files, share links and view analytics. Learn more in this article...
Purchasing and assigning licenses - In order to purchase & assign CloudFiles licenses, you need login to your CloudFiles admin account, locate the billing page, choose the plan and number of seats and enter payment information in Stripe. Learn more in this article..
Setting Custom Sub-Domain for your account - Your content is your personal or business property. The CloudFiles viewer is just a medium for you to transfer your content to your recipients. So it is important for you to customize your domain to your brand name to ensure your recipients resonate with your brand. Learn more in this article..
Connect Your Own AWS S3 - There may be instances where you would want to store files in your own AWS servers such as data regulations or if you already are using AWS for other storage services. In such cases, you can connect your own AWS S3 Storage to CloudFiles. In this article, we cover the steps of how an admin can connect their own S3.
Connect Your CRM With CloudFiles - In this article, we'll explore the steps required for integrating CloudFiles with CRM platforms, both Salesforce and HubSpot.
Working with Multiple CloudFiles Accounts - CloudFiles is built for being the external file sharing service for your entire team. However, with a greater number of files and team size, comes difficulty in managing everything seamlessly. Hence, file organization on your part becomes very important. So, let's learn to work with multiple CloudFiles accounts.
Deleting your account permanently - Deleting a CloudFiles account is a permanent action that will permanently delete all your files, associated CloudFiles links and analytics. Delete account action can only be performed by an Admin of the account. To delete a CloudFiles account follow the steps in this article.
What is an Integration/System user? - An integration user has login credentials connected to the CRMs, Cloud Libraries and various storage platforms within the CloudFiles web app. In this section, we have explained how to setup an Integration User.
Deleting a User from CloudFiles - This article explains how to remove a user from CloudFiles using the app's settings. Follow these quick steps to delete a user.
