Admins

Re-activating a User

If a user gets locked out of the system (occurs after 5 failed login attempts) please follow these instructions to re-activate their account.

Creating and Linking to Files

Downloading Files

Editing Files and Removing Password Protection

Setting permissions

Coupled with creating a new user is setting their permissions.

Create a User

IMPORTANT: When adding a new user in FileRun, please use an email address for both the username and email. Additionally, please always check the box for "Notifications." This will ensure they can do a password reset without having to contact you.

Additionally, the system is not designed to email the new user their credentials. It's best that the email comes directly from you. Please DO NOT check the box for "Send a notification now." See screenshot: https://monosnap.com/file/GHoS...

Email template for new users

This is the email template I'd like to standardize when informing a Partner Portal user of their new account. I've been sending these email via Outlook as the system does not have a robust messaging system for new users. Note: Please replace anything with the brackets with their user details created within FileRun.

EMAIL SUBJECT LINE

Hamilton Partner Portal Account

EMAIL MESSAGE

Please use the following details to log in to the Hamilton Partner Portal:

Email Address/Username: [the user's email]
Temporary Password: [the user's temporary password] (you will be asked to change this upon login)
Login: https://web.hamiltonsupport.com/portals/storage-distributor-portal

Important: Please make note of your new password once you have changed it. To reset your password in the future, please visit: https://web.hamiltonsupport.com/portals/storage-distributor-portal

Disable or delete a user

Disabling is encourage over deleting a user. Learn more.

Password Reset

Always encourage the user to use the password reset link located here: https://web.hamiltonsupport.com/portals/storage-distributor-portal

However, if you need to manually reset the user's password follow these instructions.