An Administrator in Egnyte performs many functions: Adding and deleting users, updating billing information, managing trash retention policies, and more. Role-based Administration enables you to delegate some of these administrative tasks to Power Users. Role-based Administration also allows you to enable certain features for a subset of users.
Role-based Administration is included as part of the Administrative Package.
Role-based administration settings are accessed from the Users Types & Roles tab of the Configuration settings page. This feature is available only to Administrator users.
The roles you have created in your account are visible at the top of the screen, along with the number of Power Users assigned to each role.
You can choose to enable several capabilities or features when you create a Power User role.
Can Manage All Standard Users: Create, Edit, or Delete all Standard Users.
Can Manage Power Users: Create, Edit, or Delete Power Users. Note that Power Users with this privilege still cannot assign roles to Power Users or change their email addresses.
Can Manage All Groups: Create, Edit, or Delete all Groups.
Can Manage Billing: Access the Plan Details page, add or subtract users and features, update billing information, and retrieve past invoices. Note that Power Users with this privilege still cannot cancel an account.
Can Change Account Configuration: Access to the Configurations tab (file retention policies, password controls, enabling WebEdit, account branding, etc.)
Can Manage Custom Metadata Settings: Can add, edit, and delete Custom Metadata sections.
Can Manage Personal Devices: View and manage the phones, tablets, and desktops that employees use to access your account.
Can Manage Storage Devices: View and manage the Storage Sync, Smart Cache, and Cloud Migration Manager devices connected to your account.
Can Manage Trash: Review, search, and restore from trash items deleted by any user.
Can Create Top-level Folders: Add folders directly below the “Shared” root directory.
Can Run Reports: Access and run reports. Additionally, admins can configure the role to be allowed the following options:
- "on all files and folders"
- "on files and folders they have access to" (Default)
Can Manage Projects: Create new blank projects or from templates, mark existing folders as projects, unmark projects, set project status to ‘Done’ and start project closure procedure.
Can Sync Folders for Offline Access with the Desktop App: Use the feature to sync folders for offline access with the Egnyte Desktop App. You can do this to enable the feature for a given subset of users.
For example, you could create a Billing Admin role for employees who manage billing, or you could create an HR role for someone who manages Power Users and Standard Users.
When you create a new Power User, you’ll be prompted to specify a Power User role for them. Users may only have one role at a time, and by default, new Power Users will be assigned a base role that does not have any of the above privileges.
You can change an existing user’s role by locating them in the Users & Groups page and editing their personal details.
It's possible to assign multiple users the same role using the Bulk User Actions. Alternatively, you can use our APIs or the Import/Export users functionality to change user roles in mass.