Announcing 24/7 Phone Support

Onehub is now offering 24×7 phone support. We have clients all over the world that need 24 hour support, 7 days a week. This change allows us to be there for them when they need assistance. Now, when you are working after hours, or happen to be in a different time zone, and have a question about Onehub you can reach a live person by phone.

customer-support

Brandon and Brooke, the lead customer service representatives at Onehub.

Why Is This Important?

We know when using any type of cloud services, great customer service is essential. Management needs to know that the services will be available when they are needed. If employees or customers have a question, it needs to be answered promptly.

IT needs to have support whenever a team member needs it. If users in the office or out in the field need help with an issue, they need to have a person available to answer their questions.

At Onehub, we recognize how important 24/7 customer service is and are delivering on this need. Our customers on the other side of the world are working while most of us in the US are asleep.  When they have a question or problem with their Onehub account, we will be there to answer their call: It will be answered by a live person instead of a voicemail system.  We’ve all had times when we worked late to meet a deadline or get ahead on a project.  If you’re burning the midnight oil, we’re here for you.

The Value in File Sharing Permissions

Some companies start using a file sharing solution and learn just enough to get the basics going. After that, they release it to the rest of the company so they can get to work. While this may be a common strategy, taking time to learn about best practices for online file sharing permissions can add huge value to your file sharing usage.

In Onehub, our customers typically organize their information by project, department, or client. Our customers, who take advantage of our file sharing permissions, set rules for each folder and file when they share with others. They can give their invited users the ability to read-only, read/write, create, move, and/or delete.

Onehub Sharing Permissions

Roles

Onehub’s file sharing has preset role permissions that allow the owners of each Workspace (A Workspace is like a folder, only more powerful with messages, comments, dashboards and more) to easily select each level of access. These range from “Administrator” with full access to everything including creating, downloading, editing, and printing files to a “Viewer” role, which allows the user to only preview files.

Additional roles include another top-level “Moderator” that has similar access as an Administrator but they cannot modify workspaces. “Collaborator” that can make edits to files, upload new files, and even delete files and folders from workspaces.  “Creator” that can view files shared with them, but only edit and delete files that they own. Finally, “Downloader”, “Printer”, and “Viewer”, who are granted the least amount of options but can view every file that is shared with them.

Selecting the right role for each person that a file is shared with is an important task and Onehub makes it easy to do.

Learn more about Onehub’s role permissions.

Best Practices

Here are some best practices when implementing online file sharing permissions: First, designate a small group to administer your company’s content structure. Once this group has been created, have one of them create your Workspaces and root folders. We recommend creating one Workspace for each department.

Once the Workspaces have been set up, create the appropriate permissions. A good example would be to give the sales department “create/edit” access to the sales Workspace while other departments are set to “view only” or “no access”. Some departments such as human resources and accounting will probably have extremely limited access for the required people only.

Once the Workspace structure has been set up, it will become the administrator’s job to monitor the Workspaces. Don’t be surprised if general maintenance is needed occasionally to reorganize things as your company grows and changes.

Conclusion

Using file sharing permissions can protect your secure content from being shared with the wrong people, and from people changing, moving, or deleting important data. Taking the time to learn about sharing permissions, and setting them up, can ensure that your folders and files are easy to find and properly secured.

Birch Capital on Customization and User Permissions

Birch Capital

We recently had a chance to chat with our customer Birch Capital for a case study. In this Onehub case study, Birch Capital explains that they needed an online file sharing solution that would guarantee that their files were going to be secure, while at the same time providing ease-of-use for their employees and customers.

Birch Capital is a specialty real estate finance group while Birch REA (real estate advisors) offers real estate services to financial institutions, investors, developers, corporations, and more. Vast amounts of information flow between the two companies and document sharing with proper security is essential.

During the case study, J. Bruce Ricciuti, president of Birch REA and managing director of Birch Capital, shared with us that some of the initial online file sharing providers they tried had several limitations with ease-of-use and customization. Sometimes clients had login and usage issues, while other times the provider simply didn’t have the customization or user permission controls that they needed for security.

Onehub Customer Portal Was the Solution

Investors of Birch Capital depend on quick and easy access to a customer portal in order to get their jobs done. They need to be able to find and share financial information in the form of documents, videos, photographs, building plans, legal documents and more.

For the real estate advisors, they must constantly share in-progress real estate files and use Onehub to track who has been accessing the confidential information along the pipeline.

At any given point, Birch may run up to 30 Onehub workspaces that have limited access to only approved individuals organized by project. In order for things to run smoothly, user permissions must be managed for both companies and all information and activity must remain confidential and separate.

“Limitations with our previous tool got us into some very embarrassing situations around this,” explains Ricciuti. “But with Onehub, we can customize who we send our information to, how we receive information back from them, and whether everyone has visibility into everyone else’s activity.”

Customization the Way Birch Needs It

Birch wanted to make sure that each workspace was customized providing their clients with a unique and professional user experience. Using Onehub’s white labeling service, Birch has been able to replace the Onehub logo with their own throughout all of the workspaces. This, combined with using their own domain, helps Birch improve their brand image.

Ricciuti revealed in the case study that he “would recommend Onehub without any doubts.” We’re always thrilled when customers are happy.

Read the entire case study.