Add a User Group for Data Attributes Access

This document describes how to add a Security Group to eSHARE and enable it for Data Attributes access, allowing administrators to control which users can see and apply Data Attribute classification options when sending secured emails or using the eSHARE add-in in Microsoft Word and Excel. The following steps will be reviewed:

• Prerequisites

• Step 1 — Navigate to Azure AD User Groups

• Step 2 — Add a Group

• Step 3 — Enable for Data Attributes

• Step 4 — Enter a Display Name and Enable

REQUIREMENT:

The person performing these steps must have an eSHARE Administrator role.

Prerequisites

• A Security Group must already exist in your Microsoft 365 tenant, containing the users you want to grant Data Attributes access to.

• You must have an eSHARE Administrator role.

Step 1 — Navigate to Azure AD User Groups

1. In the eSHARE Admin Console, select 'Azure AD User Groups' from the left navigation panel.

Step 2 — Add a Group

1. Click the '+ Add Group' button at the top of the page. The 'Search Org for Groups' dialog will appear.

2. Type the name of your Security Group in the search field.

3. Select the checkbox next to the group in the results list.

4. Ensure the 'Group Type' dropdown beside the group is set to 'Generic'.

5. Click 'Add Groups'.

Step 3 — Enable for Data Attributes

Once the group appears in the Azure AD User Groups list:

1. Select the checkbox next to the newly added group.

2. Click 'Enable for Data Attributes' in the action bar that appears at the top of the page.

Step 4 — Enter a Display Name and Enable

A prompt will appear asking you to enter a display name for this group.

1. Enter the display name you want end users to see as a selectable option in the Data Attributes panel. Choose a name that is meaningful to your users, such as a team name or classification label (for example: Customer Success or IP Marking).

2. Click 'Enable' to save the configuration.

Note:

The display name entered here is visible to end users when composing a secured email in Outlook or using the eSHARE add-in in Word or Excel. It will appear as a selectable option under the Data Attributes classification panel. Choose a name that clearly identifies the group or classification context for your users.