Egnyte Access Configuration

Author: Unknown

Provision new users with access to Egnyte and assign folder permissions based on job responsibilities.

Prerequisites

  1. Administrative access to the Egnyte Web Admin Portal.
  2. The employee’s company account has already been created.
  3. The employee’s manager has provided the required folder access requirements.

Background

Egnyte is integrated with the company’s Single Sign-On (SSO) solution for authentication. Before a user can sign in, an account must first be created within the Egnyte Admin Portal.

Folder permissions are assigned based on the employee’s job responsibilities. The employee’s manager will typically notify IT which shared folders the new hire should access.

Create the User

  1. Sign in to the Egnyte Admin Portal.
  2. Navigate to Settings > Users and Groups.
  3. Select Add User.
  4. Enter the employee’s first name, last name, and company email address.
  5. Assign them as a power user.
  6. Save the new user account.

Assign Folder Permissions

  1. Review the folder access requested by the employee’s manager.
  2. Add the user to the appropriate shared folders or permission groups.
  3. Verify the user has the correct level of access (Viewer, Editor, or as applicable).

Verification

Confirm the user can sign in to Egnyte with their SSO credentials and access all required folders from both web and desktop clients.