This document is designed to provide eShare administrators a high-level overview of each module found within the eShare Admin Console.

User Management

User Management is where you can view all internal users who have logged into your organizations eShare tenant and manage their eShare account. From this view you can:

Disable user accounts so they can no longer login to eShare
Re-enable disabled accounts
Promote users to admin roles
- Admin Roles Available: eShare Administrator and Audit Reader
Assign Corporate Brandings or Vanity Domains to specific users
View a user’s last login time

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Corporate Branding

Corporate Branding is where you create Branding for your eShare Portal and Email notifications. Organizations can have more than one Brand for their eShare tenant and assign these brands to different users. Logo requirements for Branding are:

Full Color: Your organizations Full Colored logo in (200x50 pixels) .png format
White Color: Your organizations Full White logo in (200x50 pixels) .png format
Notification logo: Your organizations logo in (192x192 pixels) .png format
Conversation Avatar: Your organizations logo in (35x35 pixels) .png format
Header Side Icon: A logo or Dog ear in (35x35 pixels) .png format
Fav Icon: Your organizations logo in (16x16 pixels) .png format

You will also need your company’s Primary, Secondary, and tertiary colors in Hexcode format.

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CWP e-mail branding

CWP e-mail branding is where you will see previews of the email notification templates that will be sent to your internal and external users based upon certain activities performed in the eShare platform. These templates are based upon the configured corporate brandings for your eShare tenant.

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SMG email branding

SMG email branding is where you will see previews of the Secure Email templates that will be send to your internal and external users if your emails are secured by your organization’s secure collaboration Gateway Appliance. These templates are based upon the configured corporate brandings for your eShare tenant.

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Device Policy

Device Policy is where you configure tenant wide settings for your organization. Most settings in the other sections of Device Policy have been deprecated and can be ignored as they will be removed in upcoming releases. The Corporate management section of device policy contains most of the important tenant wide settings, the ones of interest being:

SharePoint requires a label-mapped or assigned policy, or be explicitly linked (i.e., no auto-linking) = When enabled, users are unable to use native m365 apps unless the site is linked in the admin console or has a container label that links to an eShare policy. A built in request workflow is built in so the user can request admins to link a site for sharing.
Enable Office Online = Allows users to use the Office online capabilities
OTP delivery method =. Admins can determine which OTP delivery methods are allowed: email, SMS, or Authenticator app (Microsoft and Google Authenticators supported).
OTP persistence = Remembers a users OTP sign-on for a selected period of time or until their session token is revoked.
External user inactivity timeout = Force a logout after a specified amount of time for external who are logged into a Trusted share but are inactive.
Blocked Recipient Override = Enables options in Sharing policies to allow Share creators to override recipient blocks in certain scenarios

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Folder policy

This feature is deprecated and will be removed from the console in future releases.

Sharing Policies

Sharing Policies is where you configure policies which dictate how your users share data in the eShare platform. Organizations can create as many sharing policies as they would like, however be aware you cannot delete sharing policies and can only disable any Sharing Policies you no longer wish to apply.
Sharing Policies can be assigned/mapped to modules such as SharePoint or Personal Cloud storage to make them available for selection when sharing from that storage type. For more information, please see the Sharing Policy documentation.

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Allow List/Block List

This menu is where administrators can configure a Domain Keyword list that will be added to various Sharing Policy Allow/Block lists. Admins can configure multiple lists, the only requirement is that each list has a unique name and a unique keyword. When configuring the lists email address, full domains, subdomains, or top-level domains can be added to the list (EX. secure.eshare.com, eshare.com, com).

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Secure email

This menu is where administrators establish the SharePoint site, they would like attachments to be uploaded to when someone sends a Secure email from a Shared Mailbox account. A prerequisite to using this feature is enabling the “Outlook API” Feature within Cloud Providers.

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Domains management

This feature is deprecated and will be removed from the console in future releases.

Terms of Use and Login Terms of Use

Administrators can configure Terms of use to be display to internal users when they initially log in to the eShare Portal, as well as configure Terms of Use to be displayed to external recipients before they are allowed to access the Trusted Share.

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Client versions

This feature is deprecated and will be removed from the console in future releases.

Share With Me Link

Share With Me Link allows administrators to enable the Share With Me Link, that allows external recipients to initiate a Trusted Share with an organizational user to safely exchange files and information without the need to resort to other external sharing tools.

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An optional explainer file can be uploaded in the form of a PDF that will be present in every SWML generated Trusted Share, to provide instructions to external recipients on how to navigate the Trusted Share and its options.

Azure Blob settings

This menu allows administrators to link an existing Blob storage account to eShare to accommodate fast file storage needs that go beyond the limitations imposed by Microsoft in SharePoint. This blob storage can then be utilized in the generation of Trusted Shares.

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Share Messages

By default, Secure Conversation messages posted in Trusted Shares, are stored in eShare’s server. Organization administrators that wish to have complete control over the content posted within a Trusted Share, can link a MySQL or AzureSQL database in the Share Messages menu, that will allow them to host all secure conversations in their tenant.

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Data analytics settings

This feature is deprecated and will be removed from the console in future releases. Data analytics setup has been moved outside of the eShare admin console.

Labels and Tags

Administrators can access this menu to view the Sensitivity labels or DLP tags they have synced from M365 to their eShare tenant. This view will display the organization Sensitivity labels, the order of priority, and any sharing policies that are mapped to the labels. Additionally, if your organization is syncing DLP Rules to eShare, this is the menu where Administrators would configure DLP tags that can be assigned to Sharing Policies

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SharePoint sites

The SharePoint sites menu is where Administrators register Modern, Legacy, or Communication SharePoint sites to allow users to share from eShare. Administrators can register sites by searching for the organization for sites, or by uploading a .csv file. Once a site is registered, Administrators perform the following functions to SharePoint sites:

Assign a Sharing Policy
Enable ShareWithMe Link for the SharePoint site
Pre-load documents for a ShareWithMe Dataroom
Disable the site for use in eShare
Re-enable the site for use in eShare
Determine if Owners + Members can share, or only Owners can

Please note, if you disable a registered site in eShare, all Trusted Shares created in that Site will become inactive.

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SMG Manager

This feature is deprecated and will be removed from the console in future releases.

Transfer Ownership

This menu allows administrators to perform a bulk transfer of ownership of one user’s Trusted Shares to another user within the organization. For the ownership transfer to be successful, it must meet the following criteria:

The trusted shares being transferred must be created in a SharePoint site, you cannot transfer ownership of a OneDrive Trusted Share.
Both users must be at least a member or owner of the SharePoint site.
Both users must exist in eShare.

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Organization Shares

In this menu, Administrators can view all of the Trusted Shares that have been created within the Organization. You are able to search for a specific Trusted Share by name or participant (internal or external), or you can use the filter function to find a specific types of created Trusted Shares. Administrators are able to perform the following tasks to Trusted Shares that were created within the organization:

View recipients of a Share
View configured options of a Share
Enable/Disable recipients of a Share
Promote internal members to Co-owner
Transfer Ownership of a Share
Demote internal members to recipient status

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Mass Decrypt

This feature is deprecated and will be removed from the console in future releases.

Organization Auditing

Users with the “Audit Reader” administrator role can access this menu to review audit events occurring across your eShare tenant. This Audit log shows all audit events that have occurred in the past 30 days, but can be filtered to show logs from a specific time period.

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Azure AD Groups

Administrators can sync Azure AD Security groups or Mail-enabled Security Groups to the eShare console for the purposes of displaying User Groups in the organizations PowerBI report.

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Trusted Domains Override

The purpose of this menu is for administrators to define specific recipient domains they Trust. Once a domain is considered “Trusted”, administrators can decide if they would like to increase or decrease authentication requirements for recipients from that domain accessing Trusted Shares sent from your organization:

Ignore OTP or always enforce OTP
Ignore Login Required
Ignore Terms of Use

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Branding Watermark

Administrators can upload a Brand logo which can be applied to files if the “Brand Watermark” feature is enabled in a sharing policy. The requirements for the watermark are as follows:

A .png image with transparent background
Must be 300pixels by 300 pixels
Size must be between 5KB and 2MB

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Security Attributes

This menu is the area where admins can upload their configuration files for the Security Attributes Office Add-in for applying visual markings to documents.

Managing users in eShare