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Account Administration

This guide covers all administrative features available to LeapFILE account administrators. Administrators have access to user management, account configuration, branding, reporting, and billing features.

Accessing Admin Features

To access administrative options:

  1. Log in to your LeapFILE web account
  2. Open the user menu (the avatar circle in the top-right of the page) and click Account Settings

Account Settings opens with a left sidebar that groups every administrative setting into the following sections: Account, Transfer, Security, Users, Reports, Billing, and Client Portal. As an administrator, you'll have access to sections and items that regular users don't see.

Guide Sections

  • Account Setup — Service plan, transfer policies, security & authentication (including two-factor "Sign-In Verification" and self-service password reset), Incoming Transfer Rules, content & feature management
  • Single Sign-On (SSO) — Configure OpenID Connect SSO with Azure AD/Entra, Google, Okta, or any OpenID Connect provider
  • Branding & Secure File Exchange — Customize your portal, upload, and download pages; Recipient Selection Mode
  • User Accounts — Add, edit, import, and manage user accounts, permissions, password resets, and two-factor enrollment
  • Reports — Capacity, transfer utilization, transfer history, and access logs
  • Event Monitoring — Stream account activity to a SIEM (Microsoft Sentinel, Splunk, Cribl, …) via the Events API
  • Desktop Client Management — Centralized configuration and deployment
  • Billing — Invoice history and payment management
  • Managing Disabled Accounts — Why accounts get disabled and how to re-enable them
  • Best Practices & Troubleshooting — Security recommendations and common admin issues

Video Tutorials

Watch administrator tutorial videos: LeapFILE Admin Guide Videos

Next Steps

Support