Egnyte offers Unified User Directory Management for Collaborate and Secure & Govern to provide centralized user management across both platforms.
The feature is available to the customers with only one Egnyte Content Source active in Secure & Govern.
Assign Secure & Govern Role(s) to the Users from Collaborate
Admins can assign Secure & Govern roles to users during the creation of a new user account and also by editing the roles of existing users.
The existing User and Roles functionality in Secure & Govern is now integrated with Collaborate User Management. As a result, any users navigating to User and Roles via the Secure & Govern management interface will be redirected to Collaborate.
Assign Secure & Govern Role(s) to a New User
- Navigate to Settings in Collaborate -> User Management -> Users
- Click on Add new account
Secure & Govern roles can be assigned only to Administrators or Power Users. The option will not appear while adding a new Standard User. Click here to learn more about User Roles in Egnyte.
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Select Power User or Administrator
- Enable the Can access Secure & Govern toggle.
- Select the role(s) from the dropdown and click Save.
- The new user will be created. Secure & Govern roles assigned to the user can be viewed from Settings -> User Management -> Users -> User profile -> Roles
- The new user will have Secure & Govern available in their account. The user can navigate to Secure & Govern -> Settings -> Account and view the Secure & Govern roles as assigned to them during user creation.
Edit Secure & Govern Role(s) for a User
- Navigate to Settings in Collaborate -> User Management -> Users
- Click on Details on the user’s record
- Go to Roles and click Edit
- Edit the role(s) for the user and click on Edit. The user role(s) will be updated
- The updated role(s) will reflect in Collaborate and Secure & Govern user profile
Collaborate:
Secure & Govern:
Manage Collaborate and Secure & Govern Roles
- Navigate to Settings in Collaborate -> User Management -> User Types & Roles
- Click on Collaborate Roles to view and manage Collaborate roles
- Click on Secure & Govern Roles to view and manage Secure & Govern roles.
User Management Capabilities for Secure & Govern Role
- Navigate to Settings -> User Management -> User Types & Roles -> Secure & Govern Roles
- Click on Create role or on any of the existing roles to edit. In the Others section under Role Settings, select User Management under Users see and Users can manage. Save the changes.
- The Admin and Power User can assign Secure & Govern role(s) to the user in Collaborate. The user will see user management capabilities in Secure & Govern -> Settings -> User Management
User synchronization (Users and Roles) between Collaborate and Secure & Govern can take up to 15 minutes.
Auto-Provisioning Secure & Govern Access in Collaborate
Auto-provisioning Secure & Govern access for Administrators and Power Users is available in Collaborate.
- Navigate to Settings -> User Management -> User Types & Roles -> User Types
- Enable the toggle for Auto provision Secure & Govern access under Administrators and Power Users.
- Secure & Govern admin role will automatically be assigned to the new admin account if the toggle is enabled under administrators. Similarly, a new Secure & Govern Power User role will be assigned automatically to the newly created Power User account, if enabled.