FileCloud Site Setup

You must perform certain administrative tasks before FileCloud users can log in and use FileCloud efficiently. Some of the system settings and custom settings that you can configure are listed in the table below by priority and function.

Beginning in FileCloud 20.1, the option for reverting to default values for all options in the Settings and Customization sections of the admin user interface is located in the Settings > Reset tab. In earlier versions of FileCloud, the option appears in the upper-right corner of all Settings and Customization pages.

Level of Priority	Administrator Settings	Server Settings	Storage Settings	User Access Settings
Required	Access the Admin Portal Admin Portal Dashboard Change the Admin Password Manage Account Approvals	Admin Settings video: Admin Settings Basic Settings video: Main Settings Manage Client Security Settings Configure Share Settings	Configure Team Folders	Create FileCloud Users Check User Access Level Create User Policies video: Policy Overview video: Policy, General Tab Create Groups Manage User Storage Quotas
Recommended	Configure Email Settings	Set Client Application Policies video: Policy, Client Application Policy Tab		Manage User Authentication Configure Single Sign-On video: SSO Use LDAP Based Authentication video: LDAP Authentication Active Directory Authentication video: AD Authentication Set Up 2FA Configure Microsoft Office Integration Options
Provides a Better Experience	Add Customization and Branding			Enable MS Teams Integration Enable Salesforce Integration Set Up Notifications for File Changes Automate Business Workflows Enable Users to Set Folder-Level Permissions Enable reCaptcha video: reCaptcha Integration
Advanced features	Set Up Compliance Checking HIPAA ITAR GDPR PDPL NIST	Set Up Data Governance

See additional Video Tutorials for help setting up your site.