Egnyte Help Desk

Empower Users with Role-based Administration

An Administrator in Egnyte performs many functions: adding and deleting users, updating billing information, managing trash retention policies, etc.. Role-based Administration enables you to delegate some of these administrative tasks to Power Users.

Role-based administration settings are accessed from the “Users Types and 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 from ten permissions 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, 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 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 Connect devices connected to your account.

Can Manage Trash = Review, search, and restore items from your account’s trash.

Can Create Top-level Folders = Add folders directly below the “Shared” root directory.

Can Run Reports = Access and run reports. Optionally, you can choose to let users run reports on all files and folders in the account or only the files and folders they have access to.

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 and Groups page, and editing their personal details.

It's possible to assign multiple users the same role using the Bulk User Actions. Alternately, you can use our APIs or the Import/Export users functionality to change user roles en masse.

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