Update Citrix ShareFile Account

Follow these steps to update the Citrix ShareFile on FortiCASB:

1. Log into Citrix ShareFile with your account.
2. In the left navigation menu, click People drop down menu and then select Browse Employees.



3. In Browse Employees, click on the user to be added on FortiCASB.
4. Scroll down to Employee User Settings, click and expand User Access section, check Select All to include all permissions.



5. Scroll down more and click Save Changes to save the configurations.
6. Now go back to FortiCASB, go to Overview > Dashboard
7. Click on the Citrix ShareFile account menu, and select Update Cloud Account.



8. Enter the ShareFile Subdomain you will use for FortiCASB: e.g. https://SUBDOMAIN.sharefile.com.



Important: Make sure the user your are adding to FortiCASB is the same user you are currently logged into ShareFile. If different, please log out and log back in with the right user.

9. Click Grant Access@ShareFile to add the ShareFile account. You will be re-directed to ShareFIle OAuth page for validation.
10. Enter your ShareFile domain and credentials to sign in to complete the validation.

The add account process may take 15 minutes to complete. You may check the status in Overview > Dashboard.