Welcome to Extend inSync, your file sharing and collaboration platform.  The basic premise of Extend inSync is to synchronise your files and web content with the inSync Cloud servers to enable sharing with other users in your organisation.  Uploading, synchronising, sharing, and viewing files can be achieved in a number of simple ways:

·         Through the inSync web portal using any internet browser or mobile device

·         By using the inSync software application on a Windows or Apple computer

·         Using the iOS or Android app from your Apple or Android smartphone or tablet.

 

You will receive an email from sync01@extendgroup.net confirming the setup of your account – you need to click the link in this email to complete the signup process and create your password to access your inSync account.

 

As the administrator of your organisation you have the ability to perform certain tasks.  These include:

-          Creating new user accounts for your organisation

-          Creating new user groups for collaboration and access control

-          Creating ‘super users’ to manage groups

-          Creating folders with restricted group access

 

Each of these tasks are simply performed through the inSync Web Portal, as shown in detail below.

 

 

 

 

General Administration

Log into the inSync Web Portal at https://sync01.extendgroup.net.  On the main page, click the ‘Manage’ button on the top bar.

The administrator functionality is all displayed within the ‘Manage’ window.  The functional components are:

1.       Management Menu

2.       Current User List

3.       Add User button

4.       Actions buttons, to Edit, Deactivate or Delete a user, or resend a welcome message.

5.       Organisation storage details

Configuring Email Settings

Before adding new users to the inSync solution, a valid SMTP server needs to be specified for sending welcome emails.  If you do not have a SMTP server that can be used, please contact Extend Support for server details.

 

To specify a SMTP server, click on ‘Email Settings’ (1) in the Management Menu, and then complete all required details (2).

 

Test your configuration by clicking the ‘Test Mail Server’ link (3), and then click Save to exit the configuration.

 

 

Creating a new user account

To add a new user, click the ‘Add User’ button (3 above).

 

Complete all the required details – you can add multiple users at the same time by specifying more email addresses, or bulk add users by uploading a CSV file.

 

Click ‘Add Users(s)’ to complete the process.  A welcome email will now be sent to the new user(s), with a link for them to confirm their account and create a new password.

 

It would be best practise to send your users an email informing them of the new service, and attaching a copy of the ‘Extend – inSync Quick Start User Guide’.

A sample copy of the email a new user is sent is displayed on the right

 

 

 

Creating User Groups

Groups are used to simplify administration and restrict users access to certain files or folders, as well as to simplify collaboration in your organisation.  To create a group, click ‘Group’ (1) on the Management Menu, and then click the ‘Add Group’ button.

In the ‘Add Group’ window, complete all the relevant details (1), the name of the new group, and (2) the users that will belong to this group.  It may be easier to select the existing users from the contacts list (2).

 

When complete, click the ‘Add Group’ button.

 

The group is now available to use for permissions and collaboration.

 

 

Restricting Folder Access

Any folder within inSync can have access restricted.  The following access levels are available:

-          No Access (default for new folders)

-          View Only

-          View and Sync

-          View, Sync, and Delete

 

To restrict access to a folder – create a new folder from the main File window by clicking ‘New Folder’

Next to the folder you want to share, click the ‘Collaborate’ button under Actions.

The share settings window shows you the current access to the folder, and gives the ability to add people with access.  It is generally easier to do this using the ‘choose from contacts’ link.

‘Choose from contacts’ shows you the available users, and allows you to select users by group.  Select the groups you want to add access for, and click ‘Add Contact’.

Select the type of access you want the group to have to the location, and click ‘Save’.