Create or link a Content Collaboration (ShareFile) account to Citrix Cloud

To get started with Content Collaboration, you can take advantage of the following options:

• If you’re new to Content Collaboration and want to try it out, you can request a trial.
• If you already have a ShareFile account but haven’t purchased any new entitlements, you can connect your account to Citrix Cloud.
• If you’ve purchased ShareFile or Workspace entitlements, you can create a new account in Citrix Cloud and assign your entitlements to that account.
• If you’ve purchased the ShareFile or Workspace entitlements, you can connect your existing ShareFile account to Citrix Cloud to assign your new entitlements.

Request a trial

Use the following steps if you don’t have a Content Collaboration account and want to try out the service.

1. Sign in to Citrix Cloud using your Citrix credentials.
2. From the Citrix Cloud console, under My Services, locate the Files tile.

3. In Add Service, select Request Trial.

   The Add Content Collaboration Account page appears with the Request Trial tab selected.

4. In the GEO Location section, select the service region you want to use and acknowledge that the location can’t be changed after requesting the trial.
5. In the Select a subdomain section, enter the unique subdomain you want to use.
6. Click Request Trial. Citrix Cloud sends you an email after your Content Collaboration account is created.
7. Under My Services, click Manage on the Content Collaboration tile to continue to the Content Collaboration Admin Overview.

Create a new Content Collaboration account and assign entitlements

Use the following steps if you’ve purchased Content Collaboration entitlements and want to create a new account and assign the entitlements to that account.

1. Sign in to Citrix Cloud
   using your Citrix Cloud credentials.
2. From the Citrix Cloud console, under My Services, locate the Files tile and click Manage.The Assign Content Collaboration Entitlements page appears and displays any new Content Collaboration entitlements purchased under your Citrix OrgID.
3. Select the entitlements you want to apply to the account and click Continue.
4. Under Account Name, select a new account you want to assign to the entitlement and click Assign.
5. On the Create a Content Collaboration account page, under Account Details, enter the following information:
   1. In the GEO Location section, select the service region for your account. If you select the USA region, choose whether you plan to store Protected Health Information (PHI) in the account.
   2. In the Subdomain section, enter a subdomain for your account and click Check Availability to verify that it’s available.
6. Select Finish.

Link an existing ShareFile account

To link an existing ShareFile account to your Citrix Cloud account, the following requirements must be met:

• You must have administrator permissions in both Citrix Cloud and ShareFile.
• Your ShareFile administrator permissions must include Access company account permissions.
• The email address that you use to sign in to Citrix Cloud must match the email address on record for ShareFile.

If any of these requirements aren’t met, Citrix Cloud might not be able to locate your ShareFile account for assignment. If you need help with these requirements, contact Citrix Support
.

To link your Content Collaboration account to Citrix Cloud (no new entitlements)

Use the following steps if you haven’t purchased new entitlements and want to link your existing ShareFile account to Citrix Cloud.

1. Sign in to Citrix Cloud using your Citrix credentials.
2. From the Citrix Cloud console, under My Services, locate the Files tile.
3. In Add Service, select Link Account. The Add Content Collaboration Account page appears with the Link Account tab selected.
4. Select the ShareFile account you want to link and then click Link Account.

Important:

If no accounts are displayed, verify that you are an administrator for ShareFile and that your email address for Citrix Cloud matches your email address for Content Collaboration. For additional assistance, contact Citrix Support
.

To link your ShareFile account and assign entitlements

Use the following steps if you’ve purchased new ShareFile or Workspace entitlements to assign and manage your entitlements in Citrix Cloud.

1. Sign in to Citrix Cloud using your Citrix credentials.
2. From the Citrix Cloud console, under My Services, locate the Files tile and click Manage. The Assign Content Collaboration Entitlements page appears and displays the new entitlements you have purchased.

3. Select the entitlements you want to apply to the account and then click Continue.

   

4. Select the account you want to apply to the selected entitlements.

   Important:

   If no accounts are displayed, verify that you are an administrator for Content Collaboration and that your email address for Citrix Cloud matches your email address for ShareFile. For additional assistance, contact Citrix Support
   .

   When the We didn’t find any Content Collaboration accounts message appears, see To link to an account never connected to Citrix Cloud
   and complete the steps.

5. Select I understand that entitlements assigned to an account cannot be reversed.
6. Click Assign. The Assign Content Collaboration Entitlements page displays the account assigned to the entitlement.
7. Click Manage to continue to the Content Collaboration Admin Overview.

To link to an account never connected to Citrix Cloud

Use the following steps if you have never linked an account to Citrix Cloud.

1. Sign in to Citrix Cloud using your Citrix credentials.

2. From the Citrix Cloud console, under My Services, locate the Content Collaboration tile and click Manage. The We didn’t find any Content Collaboration accounts message appears.

   

3. Select Link another account.

4. Select the Content Collaboration account you want to link and then click Link Account.