Egnyte provides its users with the Team Management feature designed to manage teams by users & groups and by folders. This capability makes it easier to identify access and permissions for the users and groups in a project folder or document room.
Access Team Management
To access Team Management, navigate to project dashboard or document room dashboard and click on Team management.
- This option appears only for admins or power users which have either can manage projects or can manage document rooms privilege and can manage all groups.
- For the eligible users, the Team management option will be visible in “Files” view in the root folder of a Project Folder. The option will be shown instead of the Permissions button.
Under Team Management, the user will have an option to verify who has access to given resources by two tabs By Users & Groups or By Folders.
By Users & Groups
In this view, there is a list of users and groups in the left pane.
Select a user or a group to reveal a folder structure on the right with the permissions assigned to a given user or group.
- If permissions are marked as “-”, it signifies that the given user or group does not have permissions to a given folder.
- If the permission is marked as Navigation only, it signifies that the given user or a group does not have permission to a given folder, but has permissions to one or more subfolders of this folder.
System group All Administrators by default has owner permissions everywhere.
Selecting a user from the left pane displays individually assigned permissions along with the permissions inherited from a group.
On selecting a group, the user can view members of the group by clicking on the Members button next to the group name.
Members Details
The user can sort and filter all the members belonging to a given group. Additionally, they can see user details after clicking on Details.
- To edit the existing permissions from Team Management, click on the Permissions dropdown and select the new permission.
- To remove the existing permissions, click on Remove permissions and click on Remove in the confirmation pop-up.
By Folders
In this view, a list of folders appears in the left pane. Select a folder to view a list of users and groups with the respective permissions assigned.
Similar to the By Users & Groups view, permissions can be edited by clicking on an existing permission’s dropdown and selecting a new permission.
Add Users or Groups
Adding users or groups is a capability allowed only in the By Folders view.
- Navigate to Team Management -> By Folder and click on Add user or group.
- Select the desired option as Existing user or group, Invite new user(s), or Create new group.
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Existing user or group: Type and select the existing user or group. Right next to the text input, there is a permission level to be set. Click on Add.
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Invite new user(s):
- Enter the user details such as Email address and Username (both are mandatory). Select the User type (default is Power User) and Permission Type (default is Viewer). Click here to learn more about managing users.
- Click on Add more to invite multiple users in bulk
- Click Invite new users.
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Create new group: Enter the group name and select the desired permissions. Type username or email to add users to the group. Click on + Add to add another user(s). Click on Create group.
The new user or group will be added to the list with the visual indicator as Added.
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Existing user or group: Type and select the existing user or group. Right next to the text input, there is a permission level to be set. Click on Add.