Permission Review Request, Completion & Cancellation

Administrators can now easily request a permission review, from any Data Owner,  within Secure and Govern. When an Administrator requests a permission review, an email notification is sent directly to the Data Owner(s) responsible for completing the review. The Data Owner can click on a link found in the email or log into Secure and Govern to complete the review. Permission review requests are automated via email and fully audited. This article will walk you through how to request and complete a permission review for Egnyte source.

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Request a Permission Review

Completing a Permission Review

Canceling a Permission Review

 

Request a Permission Review

1. Log into Secure and Govern. 
2. Go to Permission Tab.
3. Navigate to the folder in a supported content source, where a permission review is needed (please note a Data Owner must be assigned to any folder that requires a permission review). For more information on assigning a data owner, please review Data Owner Management.
   
   
4. Select Request for review, and the permission review request window appears.
5. Choose the permission review scope, the start date, the frequency, the end date (If the frequency is not a one-time request selection), and permission review due date.
6. Select the Create Review Request button when done.
   
   
7. The permission review request card will appear in the Folder details in the right panel under the Permission Reviews section.
   The Status will be marked as In Progress with the Due Date reflected in the permission review request card.
8. A notification email will be sent to the Data Owner(s) assigned to complete the permission review request.
   
   

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Completing a Permission Review

1. From the email, click Complete Permission Review or log into Secure and Govern and go to Permission Tab.
   
2. Once logged into Secure and Govern, users should see the permission review in the Folder Details when navigating to the folder requesting the review.  All folders that require a permission review will also be marked with a blue icon next to the folder in the folder hierarchy view.  When hovering over the icon, a display label will indicate Permission review pending.
   
   
3. Complete review of all permissions for all the requested folders.
4. Select Mark as reviewed, choose For this folder or For this folder and subfolders.
   
5. Once the Data Owner has marked as reviewed the folder(s) in the permission review scope, that review card will then move to the Completed Reviews section in the right panel underneath the Permission Reviews section.  A notification will then appear indicating that the permissions were marked as reviewed and that administrators and data owners would be notified of the completion of the permission review as well as an option to Undo the review and reopen the permission review request, in the event that a mistake was made by the reviewer.
   
   
6. A permission review completed notification email will be sent to the requesting Administrator.
   

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Canceling a Permission Review

1. Log into Secure and Govern.
2. Go to the Permissions Tab.
3. Navigate to the folder in an Egnyte content source, where a permission review is requested. 
4. If the administrator or user requesting the permission review has made a mistake in creating a permission review request, they would have the option of editing or deleting the permission review by clicking on the 3 dots menu to the right and either editing or deleting the permission review.  Deleting the permission review will result in a prompt to confirm the action.
   
   
   

 

 

Learn more about Data Owner Assignment by watching a Quick Tip on Egnyte University:  Assigning Data Owners

Learn more about Permission Reviews by watching a Quick Tip on Egnyte University: Permission Reviews

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