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Managing Organization Trusted Shares

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This document describes the functionality available to eShare Administrators from the Organization Shares page in the Admin Console, including how to search for Trusted Shares, view policy options, manage recipients, access shares as an administrator, and disable share access. The following sections will be reviewed:

REQUIREMENT:

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

Accessing the Organization Shares Page

There are situations where an eShare administrator will need to manage or access Trusted Shares created within the organization. To support these situations, an administrator can do so from the Organization Shares page within the Admin Console. From the Organization Shares page, an administrator can perform the following actions:

  • View a listing of all Trusted Shares found throughout the organization.

  • Search or filter for specific Trusted Shares by Trusted Share Name, Creator Name, Creator Email, Recipient Name, or Recipient Email.

  • Manage Recipient Lists of Trusted Shares, including adding new recipients, disabling recipients, promoting/demoting internal users as co-owners, and transferring share ownership.

  • Disable Trusted Shares.

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Search for Trusted Shares Created in the Organization

  1. From the Organization Shares page, click the dropdown menu in the search bar.

  2. In the expanded menu, select the correct search criteria.

  3. Enter keywords into the search bar and press 'Enter' to execute the search and locate the share in question.

    A screenshot of a search box  AI-generated content may be incorrect.A screenshot of a computer  AI-generated content may be incorrect.

View Selected Policy Options for Created Trusted Shares

Administrators can view the policy options that were applied to a given Trusted Share.

  1. Locate the Trusted Share in the share listing and select it.

  2. Select the 'Options' button in the top ribbon.

The Trusted Share options panel will appear on the right side of the screen. From this panel, the administrator can view the applied policy options on the 'Applied Policy' tab, or view the policy that was originally applied upon creation on the 'Organization Policy' tab.

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Managing Recipients of Trusted Shares

Administrators can view and manage recipient lists of Trusted Shares from the Organization Shares page.

  1. Locate the Trusted Share in the share listing.

  2. Select the 'Manage Recipients' button in the top ribbon.

The current Owner, Co-owners, and recipients of the Trusted Share will be displayed. From this menu, administrators can perform the following actions:

  • Disable a recipient's access to the Trusted Share.

  • Promote an internal recipient as a co-owner of the Trusted Share.

  • Transfer ownership of the Trusted Share to an internal recipient or co-owner.

  • Add additional recipients to the Trusted Share.


    A screenshot of a computer  AI-generated content may be incorrect.A screenshot of a computer  AI-generated content may be incorrect.

Note:

Only internal users can be promoted as a co-owner of a share — external recipients cannot be co-owners. A notification will be sent to eShare administrators when an admin promotes or demotes a user's co-ownership. To transfer ownership of a share, the recipient must be an internal user and a member of the SharePoint site the Trusted Share was created from. Shares created from OneDrive cannot have ownership transferred.

Accessing a Trusted Share as an Administrator

There are cases where an administrator needs to access a Trusted Share that was created by a user. To accomplish this:

  1. Locate the share and open the 'Manage Recipients' menu.

  2. Select the 'Add Recipients' button in the top right corner.

  3. Enter the administrator's email address and save the change. This adds the administrator as a recipient.

  4. If required, promote the administrator's account as a co-owner.

  5. Click the Trusted Share name from the share listing to access the share.

Disabling All Access to a Trusted Share

As an administrator, you can disable all internal and external recipient access to a Trusted Share with a single action.

  1. Select the Trusted Share you would like to disable from the share listing.

  2. Select the 'Disable All' option in the top ribbon.

This will disable access for all internal and external recipients, except for the Share Owner.

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