When Admins or Power Users are ready to give a new employee access to Egnyte, a new user account can be created right from the Web UI. Some accounts may have different settings to restrict Power Users from creating new user accounts, so please check with your Administrator if you don't have access to add a new account.
Egnyte has three user types:
Standard Users: A limited role suitable for external collaborators.
Power Users: The role you will assign to users who are employees of your company.
Administrators: Like Power Users, but with a wide range of administrative capabilities, like running reports.
Learn more about the different types of users in our Administrators, Power Users, and Standard Users article.
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Admins can set up Service Accounts with an Admin or Power User type if the ability to create Service Accounts has been enabled on the domain.
Add New User
- Once you have determined the type of user to add, make sure you're logged into Egnyte as an Admin or Power User with the proper permissions.
- Navigate to Settings from the menu and open the Users & Groups tab. Then, click the Add New Account button and select the type of user you'd like to add.
If you're a Power User that can create Standard Users, the Add New User button will automatically bring up a New Standard User dialog.
- Enter the relevant information for the user and click Save.
The email address must be unique and cannot be used by another Egnyte user.
If utilizing Role-based Administration, a role can be assigned to the user from the User role drop-down.
If Active Directory or Single Sign-On (SSO) is being used to authenticate your users, select the appropriate option from the Authentication Type drop-down and provide any additional information required.
A custom message can be created that will appear in the email invitation by checking the Add custom message to email box.
- Once the user has been created, you'll receive a confirmation message and a link to add the user to groups.
If the user accidentally deletes the invitation email or does not accept the invitation within 14 days, you can easily resend it from the Users & Groups tab by clicking on the Pending drop-down.
Once your user has been created, you'll need to assign them folder permissions so they can read, edit, move, or copy the files and sub-folders.
If you haven't already done so, add the user to a group to keep things organized.