Introduction
Follow these steps to purchase CloudFiles licenses to yourself and your team.
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.
Once your payment has been processed, your licenses would appear in the team section of CloudFiles app. You can invite team members and assign licenses from this page.
Check out detailed steps and screenshots below -
Accessing the billing settings
Login to CloudFiles as Admin
In order to set your custom branding & domain, you need to be logged in with your admin account. You can access the CloudFiles Admin dashboard in various ways depending on whether you are using the CloudFiles' Native, HubSpot or Salesforce app -
- Go to https://app.cloudfiles.io and sign-in with your registered admin email
- Click the gear icon ⚙️ on top right to enter account settings
- Click on the Accounts button in the left sidebar
- Go to your HubSpot account login with your admin email, click on any of the contact / company / deal record
- Locate the CloudFiles widget on the right side and click on the CloudFiles link at the bottom of the widget
- Click on "Go To CloudFiles button" in the dialog. This will open up the app dashboard
- Click the gear icon on top right to enter account settings
- Click on the Accounts button in the left sidebar
- Go to https://app.cloudfiles.io and sign-in with your registered admin email
- Click the gear icon on top right to enter account settings
- Click on the Accounts button in the left sidebar
Billing Section
Go to the billing section from the settings option in the left
Choose your plan
Choose a plan between Business and Enterprise and choose the number of licenses. You can then select a yearly plan to get 20% off over the monthly prices.
Select the number of seats
Choose the number of licenses you'd like to purchase by clicking on the '+' button as highlighted in the image.
Enter Credentials in Stripe
Enter your payment credentials and select submit.
We recommend Enterprise customers to connect to us to know about any on going discounts or offers to better suit their requirements.
Contact us on support@cloudfiles.io