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  3. Manual - Storegate Safe Box

Manual - Storegate Safe Box

About the service

Storegate Safe Box is a secure web-based service for storing, sharing and collecting sensitive information with BankID verification required to access the data. Storegate Safe Box ensures, by means of BankID, the 100% identity of all members of the group.

Working in the Storegate Safe Box

Storegate Safe Box consists of a storage area called Common Files:

Common files
This is where you put the files and folders to be shared internally within the team.
The team administrator can then set permissions for different members of the team, e.g. whether or not to allow access to a folder (see "Administering users, rights and groups").

Software

Storegate via the web - With Storegate Safe Box you work directly in your web browser and not via locally installed software. It is perfectly possible to log in to the storage area via any browser from any computer using Bank ID to access company files.

Manage users, rights and groups

Each team account always has an administrator. It is the administrator who creates or deletes users, creates groups, sets rights for users and groups.

Furthermore, it is the administrator who manages all the settings for the account such as payment options, customer information, restoring data that has been accidentally deleted and more.

The role of Storegate Safe Box Administrator

As the administrator of the account, you are the one who sets up users and decides what rules apply to them. Examples of rules could be:

  • Which users should be able to see which folders on Shared Files (see section "Permissions" below)
  • Number of versions to be saved
  • If "Recycle bin" is to be used on the account (recommendation is always on)
  • Restrict users from typing in the root of Common Files (see paragraph below)

As the administrator is the payer for the service, only he/she can upgrade the account, both in terms of the number of users and the total storage area (all costs are included in the same invoice).

The administrator also has the possibility to access the content of all users' accounts through the "Log in as" function (see paragraph below).

Administer users

Add users:
  • Log in to your account and click on the icon at the top right of the page
  • Click Account settings.
  • Click on Users
  • Click on "Create new user"
  • Enter the name and email address of the person who will be invited to share the account.
  • Advanced settings
    Here you can specify whether the user should have rights to create files or folders directly in the root under Common files.
  • Click "Save"

The person you have just added will now receive an email from you inviting them to the account. The email will also contain a link to complete the registration. When registering, the user only needs to enter a username, a password and a password question.

When you click "Save" (point 6 above), a list of the account's users will appear, and you can see the status of those you have invited, for example whether they have completed their registration.

Add users without a Bank ID:
  • Log in to your account and click on the icon at the top right of the page
  • Click on "Account settings"
  • Click on "Team" and "Settings" in the left menu
  • Disable "Require BankID for login"
  • Click on the tick in the top right corner
  • Click on the old man at the top right of the page
  • Click on "Users"
  • Fill in the name and email address of the person who will be invited to share the account
  • Uncheck "Require Bank ID verification of user"
  • The user can then enable 2-step verification for their account if desired, under "Account settings" -> "Settings" -> "Enable 2-step verification"
Change a user
  • Log in to your account and click on the icon at the top right of the page
  • Click Account settings.
  • Click on Users
  • Click on the first name of the user you want to change (alternatively, check the box in front of the name and then select "Change" from the "Manage" menu)
  • You can now make your changes.
  • Select "Save" when you have finished making changes.

Manage Groups

Groups can be useful if you have a group of users who need access to a specific folder. Instead of giving each user access to a folder, you can give a group rights to a folder. You can then add and remove users from the group as the need arises. For example, a group could contain consultants, when a consultant leaves or starts you can add them to the consultants folder and then be sure that they are given the same rights as the other users in the group.

Create group:
  • Log in to your account and click on the icon at the top right of the page
  • Click Account settings.
  • Click on Groups
  • Press groups on the left
  • Select "Create new group"
  • Enter the name of the group and finish by saving
Add users to group:
  • Log in to your account and click on the icon at the top right of the page
  • Click Account settings.
  • Click on Users
  • Select which users in the list you want to add to a group
  • Click on "Add to group" in the menu bar above
  • Select the group to which the users will belong (you can also create a new group with the selected users in this mode)
  • A confirmation is displayed that the selected users have been added to the group
Change permissions on a folder
  • Select a folder under shared files by ticking it
  • Press the More options button (three dots)
  • Press Permission (the umbrella)
  • You can change the permissions for the folder in the edit permissions box that comes up. Press save when you feel ready.

Permissions are only available for folders under Shared Files and only at the root (at the so-called top level, i.e. not on underlying folders). When you create a new folder on the web, you can set permissions on the folder at the same time. If a folder is uploaded from your local computer to Storegate or if a folder is copied or moved from My Files to Shared Files, "No permissions" is set by default. This is done for security reasons so that no one but you can see the folder before the permissions are changed. To make it available to others in the group, the permissions are changed when you are logged in to the web interface.

Other settings for Administrators

Restrict users from typing in the root of Shared Files

As an administrator, you can restrict the ability of your sub-users to upload files and create folders in the root of Shared Files. This can be done on the whole account or individually under each user.

Whole account
You can do this under "Settings" which you can find by clicking on the Old Man in the top right corner. Under "Global permissions in Shared Files", you can choose from the following options:

Read
With this setting, the user can only read, i.e. download, files and folders under the root of Shared Files.

Read/Write (default)
This setting allows the user to read and write, i.e. download and upload, files and folders under the root of Shared Files.

Wastepaper basket

Anything deleted from the administrator's and other users' accounts goes into the trash on the admin account and can be restored by going into the trash, selecting file(s) and/or folder(s) and choosing "Restore" from the "Manage" menu.

Note that anything deleted from Shared Files goes into the administrator's trash and can only be restored from this account.

The Recycle Bin is active by default, if you choose to disable it, folders and files from all accounts will henceforth be permanently deleted without the possibility of recovery. Deactivation also means that everything already in the Recycle Bin is permanently deleted.

Event log

Log in with your administrator account on our website www.storegate.se
Then click on Old Man in the top right corner and select "Account settings". In the left menu you will find the option "Events". In there, the administrator can see all the events and activities that sub-users have done on the account. You can search for specific files and filter by date.

 

Updated on 30 May, 2022
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