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Change User Type

As the employee's roles change within the company, so will their roles within Egnyte. A Power User may have been promoted to the head of their department, a freelancer that worked with the company may have been hired full-time, or a former IT Admin may be taking on a different position within the company. Each of these examples would likely prompt a user type change in Egnyte to conform to their new duties.

User types can easily be changed in just a few steps as described. 

Change User Type

  1. Navigate to Settings and select the Users & Groups tab
    webui_redesign_settings_Users_Groups.gif
  2. Locate the user and click the Details button
    WebUI - Details.png
  3. Navigate to the Profile tab and click the Change user type link
    WebUI - change user type from profile.png
  4. Pick the new user type from the drop-down menu and click Save
    webui_redesign_change_user_type_options.png

User Type Change Considerations

Administrator to Power User

By default, Power Users do not have access to any folders. After changing an Administrator account to a Power User, apply permissions for the user using one of the following options:

  • Assign the user permissions to the appropriate folders using the Permissions option
    Screenshot at Feb 23 03-59-32.png
  • Another option is to add the user to a group that already has those permissions.  Navidate to Settings -> Users & Groups -> Users -> Select the user(s) and click on Bulk user actions ->Add to Group
    Screenshot at Feb 23 04-24-43.png

Power User to Standard User

Changing a Power User to a Standard User will delete their Private folder. It is recommended to back up any required data to the Shared folder prior to changing the user's account type. 

Service Accounts

Change Existing User to a Service Account

  1. Locate the user that needs to be changed to a service account on the Users & Groups page
    WebUI_Change to Service Account_1.png
  2. Hover over the account and click Details
    WebUI_Change User Type_2.png

  3. Select the Profile tab and click Treat as a service account.
    Screen_Shot_2019-01-03_at_10.54.32_AM__1_.png
  4. Click Confirm on the confirmation page to finalize the change.
    Image_2021-01-04_at_4.28.55_PM.jpg

Change Existing Service Account to a User Account

If an Admin needs to change a Service Account back to a user account, follow the steps below.

  1. Locate the user on the Users & Groups page and hover over their account.
    WebUI_Change to Service Account_1.png
  2. Click Details.
    WebUI_Change User Type_2.png
  3. Select the Profile tab and click Don't treat as a service account.
    mceclip1.png
  4. Click Confirm on the confirmation page.
    mceclip2.png

 

 

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