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Getting started with Storegate

Quick guides to get you started as a new customer.
By Joakim Aho
9 articles

Overview for administrators - Getting started with Storegate

In this article we will go through the steps to get started with Storegate Multi in your company, it is aimed at those who are administrators of a Storegate account. About the service With Storegate Multi, you get full control over your company's important digital information. You can easily store, share and work on files with the highest security within your company. In addition, you can share folders and files externally with customers, suppliers, consultants and other partners. Storegate Multi includes two storage areas where you can store your data: Common files Under "Shared files" you put the files and folders to be shared internally. The administrator can then set permissions for different members. My files "My files" stores information that only the user should have access to. 1. Create users & groups Each Multi account always has an administrator. It is the administrator who creates or deletes users, creates groups, sets rights for users and groups. Just like when you finish building and move into your new house, you probably want to set up your account before inviting all users. Therefore, we recommend that you start by creating users and authorization groups in the service. The users can be added via the internal user management as logged in to the web interface or provisioned via Entra ID (Enterprise customers may have more options, contact us for more information). You can choose to add users without an invitation being sent to them. When you are ready for your colleagues to log in to Storegate, you can trigger invitation emails from the service or inform your users on the side. 2. folder structure You should design your folder structure before moving and migrating your files to Storegate. If you want to move the internal folder structure just as it is, that's fine of course, but at the same time this is an excellent opportunity to think through and plan for a new folder structure. When setting up the folder structure, it is important to understand how permissions work in Storegate. 3. Moving and migrating files and folders You can move your content to Storegate via one of the following options: - Drag and drop (web interface): 1-100 files at a time 1. Upload folders(web interface): 1-500 files at a time 2. Storegate Cloud folder: maximum 20,000 files at a time (recommended for over 10GB of data) In the article Practical tips for migrating to Storegate, you will find information and tips to help you migrate successfully. We recommend reading it before you start moving files. 4. Administrator settings The administrator manages all the settings for the account, such as payment options, customer information, restoring data that has been accidentally deleted and more. All users have access to a settings panel when logged in via the web interface, but as an administrator you have more power to influence the settings of the service based on the compliance of the jurisdiction you operate in as well as the company's internal security policies. Log in and explore your options. While you're at it, take the opportunity to read about Branding (co-branding, additional service). 5. Education Once you have created the sub-users, made your account settings and assigned permissions to groups/users, it's time to launch the service. Storegate offers training packages(contact us for more info) but you as an administrator have of course the possibility to train your users yourself based on the knowledge you have gathered. Please search our support forum for more information. 6. Common ways for users to work with files Read more about how you and your end users can use Storegate here: - Open and edit files with Storegate - Storegate in Outlook - App for Microsoft Teams - Install and work in Storegate Cloud folder for Windows or macOS - Backup with Storegate Online Backup If you need MSI files and further instructions on how to deploy the software to multiple users, please contact our support. 7. Moving files from another cloud service Many of our enterprise customers have moved to our Swedish cloud from another cloud service. There are several different approaches to migration. In the article Migrating from another cloud service to Storegate Multi , we have gathered information on how to best migrate to Storegate. If you want to migrate larger volumes (> 1TB) and need more advice, please feel free to contact us. Do you have any questions about getting started with Storegate? Feel free to contact us. Welcome!

Last updated on Mar 31, 2025

Brand your Storegate account

With the additional service "Brand customisation" it is possible to add your own logo directly in the Storegate web interface. The logo will be displayed to you and your sub-users when you are logged in, as well as on all public links. In addition, you can add a background image to Public Links, to further enhance your company's profile. It is also possible to add a link to the logo to point directly to your own web page. To activate Brand customisation, do the following: 1. Go to "Account settings" and select "Price plan" 2. Activate "Branding". New price per month will be displayed. 3. Confirm. 4. Go to "Account" -> "Customization" 5. Click "Add" to add your logo, background image and link. The logo can be a PNG, Svg or JPEG, recommended image size 500x250px, max 256kb. If you wish, you can put a white plate behind the logo. The background image can be a PNG, Svg or JPEG, recommended image size 1800x900px and max 256kb. To compress the size of an image, you can use the built-in image program in your computer. For Windows, click on the three dots on the right when you have the image open and select "Resize" and then "Define custom dimensions". For Mac, the size of an image can be changed in the "Preview" app by clicking on the resize button and then entering new values for width and height, or clicking on the "Resize to" pop-up menu and selecting a size. In the list view, your own logo appears in the lower left corner. Background image of dividend and logo in upper left corner.

Last updated on Mar 03, 2025

Manual - Storegate Safe Box

About the service Storegate Safe Box is a secure web-based service for storing, sharing and collecting sensitive information with eID verification requirements for accessing data. Storegate Safe Box ensures, with the help of BankID or Freja eID+, 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. You can log in to the storage area via any web browser from any computer using eID to access your 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: 1. Log in to your account and click on the icon at the top right of the page 2. Click Account settings. 3. Click on Users 4. Click on "Create new user" 5. Enter the name and email address of the person who will be invited to share the account. 6. Advanced settings Here you can specify whether the user should have rights to create files or folders directly in the root under Common files. 7. 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: 1. Log in to your account and click on the icon at the top right of the page 2. Click on "Account settings" 3. Click on "Team" and "Settings" in the left menu 4. Disable "Require eID for login" 5. Click on the tick in the top right corner 6. Click on the old man at the top right of the page 7. Click on "Users" 8. Fill in the name and email address of the person who will be invited to share the account 9. Uncheck "Require eID verification of the user" 10. The user can then enable 2-step verification for their account if desired, under "Account settings" -> "Settings" -> "Enable 2-step verification" Change a user 1. Log in to your account and click on the icon at the top right of the page 2. Click Account settings. 3. Click on Users 4. 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) 5. You can now make your changes. 6. 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: 1. Log in to your account and click on the icon at the top right of the page 2. Click Account settings. 3. Click on Groups 4. Press groups on the left 5. Select "Create new group" 6. Enter the name of the group and finish by saving Add users to group: 1. Log in to your account and click on the icon at the top right of the page 2. Click Account settings. 3. Click on Users 4. Select which users in the list you want to add to a group 5. Click on "Add to group" in the menu bar above 6. Select the group to which the users will belong (you can also create a new group with the selected users in this mode) 7. A confirmation is displayed that the selected users have been added to the group Change permissions on a folder 1. Select a folder under shared files by ticking it 2. Press the More options button (three dots) 3. Press Permission (the umbrella) 4. 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. Recycle bin Anything deleted from the administrator's and other users' accounts goes into the recycle bin 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 recycle bin 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.

Last updated on Mar 03, 2025

Practical tips for migrating to Storegate

This article is intended for those who are administrators of a Storegate account. Below we have collected tips to make the migration from an existing solution to Storegate as smooth as possible. Things to consider before migration 1. Decide what you want to keep. Migration requires planning. Successful Storegate customers migrate files and folders of value and archive those that are not used. Here's a good chance to clean up your organization's file storage. 2. Think about who should have access to what. Who should be sub-administrators on Storegate. And which users should have full access to a folder and thus be able to invite other users to the folder. 3. Choose a way to migrate. The most common methods to move files to Storegate are Storegate Cloud Folder, Upload folders via the Web interface or via WebDAV. If you want to migrate larger volumes (> 1TB) and need more advice, please contact us. Communicating to users Inform all users about how the service works before inviting them to use it. Preferably through a personal briefing/training (we can help here if desired, contact us for more information). It is also useful to have general information about how a cloud service works, for example: - That you must have access to the Internet to access your files (does not apply to Storegate Synk where all files are local) - NOT leaving files you have edited open (unsaved) locally on your computer when you are not working on them. Open files are not saved until you close them. For example, if you change networks/WIFI or the computer is put to sleep, you lose contact and need to re-save the file to get all the changes (if you forget to do this, changes may be lost). NOTE: Don't forget to make sure that Storegate is approved in your company's firewalls and that domains are whitelisted before you start using the service. Contact us if you need a list of domains. Setting up a new folder structure An important step is to set the folder structure for your account. This will help make your users' lives easier. Think about how you want your end users to access the content in Storegate. See the article Planning folder structure in Storegate Multi for more information. This is an excellent opportunity to set up security settings on your Storegate account to match your organisation's current jurisdictional and security requirements. It may also be time to consider whether the co-branding feature may be an option for your organisation. Request access to shared files in Dropbox or Onedrive As an administrator in Storegate and responsible for migration, you need to access all shared folders or team folders. If there are shared folders in, for example, Dropbox or Onedrive that you don't have access to, ask users to invite you to them. How much do you want to migrate to Storegate? You can migrate to Storegate in several ways. In most cases, we recommend using the Storegate Cloud folder. Alternatively, you can use Storegate Sync and sync files temporarily to the My Files folder on the admin account and then later move files to the correct folders in Shared Files. For smaller migrations, it is also possible to use Folder Upload via the Web Interface or drag and drop as a logged in Recommended migration methods based on the number of files - Drag and drop: 1-100 files at a time - Upload folders: 1-500 files at a time - Storegate Cloud folder: maximum 20,000 files at a time Keep in mind that many small files may take longer to upload than a large file. It's not always your broadband connection that determines your speed. If you want to migrate larger volumes (> 1TB) and need more advice, please contact us. If you want to rename files and folders Once you know what you want to keep and migrate to Storegate, you should prepare your files and folders. Below are some things to consider: Note: These are recommendations for a smooth experience in Storegate, not product limitations. 1. A single folder should not contain more than 10,000 files. For best performance, have no more than 5,000 files in a folder. 2. Folder names should not exceed 100 characters. 3. File paths (including usernames) should be no longer than 255 characters. 4. File and folder names cannot have leading spaces. So "_economy" must be renamed to "Economy". Some characters are not allowed in Storegate. You must first remove all special characters from the names of content you want to migrate. - / (slash) - \ (backslash) - ” (quotation mark) - | (pipe) - < (less than) - (greater than) - : (colon) - ? (question mark) - - (asterisk) If you want to rename several folders and files at the same time, we recommend the Download - Bulk Rename Utility

Last updated on Mar 31, 2025

Move files to Storegate with Storegate Cloud folder

This instruction describes how new customers can quickly and easily move their files from their existing file server solution to Storegate Multi. The instruction assumes that you have created a company account via our website www.storegate.com. For help or advice, please contact our support department. Installing the Cloud Folder software Before transferring the files to Storegate, the "Storegate Cloud Folder " software needs to be installed on a computer that has access to the files' existing storage. Here is an instruction on how to install "Storegate Cloud Folder " on PC. Here is an instruction on how to install "Storegate Cloud Folder " on Mac. Transferring files to Storegate Once Cloud Folder is installed on your computer, the storage area is mapped as a network drive in Windows Explorer: Or in finder: Navigate to the existing location of the files. Select the files and folders to be uploaded, drag and drop the files into the "Shared Files" or "My Files" folder, depending on where the files will be stored. Moving between "Common" and "My Files" can be done afterwards via the web interface. Note. There is a size limit of 100GB for individual files. Files larger than this will not be uploaded using Cloud Folder. A progress bar is displayed, which then closes automatically when the files are uploaded. To access the uploaded files in the cloud, click on the Shared/My Files folder in the Cloud Folder, or log on to our website. Permissions Once the files are in place in the cloud, the storage account administrator can assign permissions to their users.

Last updated on Mar 03, 2025

Migrating from another cloud service to Storegate Multi

This article is aimed at administrators of Storegate accounts and describes how to migrate files from another cloud service (such as Dropbox or Onedrive) to Storegate. The recommendations below will make the migration as smooth as possible. Practical tips for migration In the article Practical tips for migrating to Storegate, you will find information and tips to help you migrate successfully. We recommend reading it before you start moving files. Move and Migrate files and folders Here we go through how to: - Selects which files and folders to move to Storegate - Chooses method to migrate based on storage needs - Ensures that all information has been moved correctly - Enable your users to continue working in the existing solution until the migration is complete Select files and folders to be moved to Storegate One of the most important steps in a migration is choosing which files and folders to migrate to Storegate. Things to think about are - which files do you expect your colleagues to be actively working with and which files can be archived? How much storage space is needed 12 months ahead. The following questions may help you further in the process. - What is your specific goal for the move/migration? - How do you define a good move? - Do you need to be able to work in your existing solution while migration is taking place? - Is the focus on users' My Files or Shared Files, or both? General tips: - Don't complicate it. If you set up Storegate for the first time, you can start over. Don't move all your old files and folders to Storegate just because you can. Choose carefully and see that there is a need. - Planning is key. It probably took years to build your information, so it may take some time to migrate and move all your content to Storegate. Setting up a plan with start and end dates is a recommendation. It may also be useful to make a detailed plan with designated milestones. Now that you've decided how you want to proceed, it's time to think about which migration method is best for you. Via the web interface If you want to upload less than 1 GB of files, we recommend using the Web interface for drag and drop or folder upload. Make sure you are using Firefox, Chrome, Edge, Safari or any browser that supports HTML5. Via Storegate Cloud Folder You can migrate in several different ways to Storegate. In most cases, we recommend using the Storegate Cloud folder. Let your employees use the existing solution while you migrate Do you want to transfer files and folders from a local file server or other cloud service to Storegate while allowing users to work as usual? Then you can copy all files in the background. When this is done and you have set a date for the users to switch to Storegate, you make a final comparison with the program Total Commander. There are several different programs on the market that offer the same functionality but we recommend trying Total Commander. See the article Migrating files with Total Commander for step-by-step instructions.

Last updated on Mar 03, 2025

Migrating files with Total Commander

Migrating files with Total Commander Want to transfer files and folders from a local file server or other cloud service to Storegate while letting users continue working as usual? Then you can copy all files in the background. Once this is done and you have set a date for users to switch to Storegate, do a final comparison with the Total Commander program and overwrite the file versions that have a more recent creation date than they had when you started the migration Here we show you how to compare directories and ensure that all files are transferred correctly. There are several different programs on the market that offer the same functionality but we recommend trying Total Commander. Download here Total Commander - Download (ghisler.com) Compare catalogues with Total Commander With Total Commander, multiple file operations can be performed more easily than with Windows' built-in explorer. In addition to many other features, it is possible to make a comparison of two directories. 1. Open the first directory on your local server from where you copied the data to be compared in the left area of Total Commander 2. Then switch to the second directory in the Cloud Folder in the right pane. 3. Now click on "Compare directories" in the "Commands" menu or click on [SHIFT] + [F2]. The program searches the directories and marks all files that are only available on one page in red. 4. Alternatively, you can also use the "Select new, hide same" function. As a result, the red markings are identical to those in the previous step. However, all files that are the same in both directories are hidden. This makes it easier to keep track of things, especially with large amounts of files.

Last updated on Mar 03, 2025

Get started with Storegate Family

With Storegate Family, each member gets their own part of the storage space with their own login. The person who registers the account becomes the administrator, which means that you are the one who invites sub-users to the account and manages the account settings. Add users: 1. Log in to your account via www.storegate.com and click on the old man at the top of the page on the right. 2. Click Users. 3. Click Create new user. 4. In the box, enter the user's details, name and email address. 5. Set reserved space if desired, if you choose "0 GB" there is no limit except the total storage space on the account. 6. You can tick enter login details to set a username and password for the user, which you can then communicate to the person. If you don't tick it, an email will be sent to the user with a link where the user can set these details themselves when you click on Create. 7. If you have checked the "Enter login details" box, you can also choose whether the user must change the password at the first login, and whether welcome emails should be sent automatically. 8. Click Create 9. If you tick Create more before clicking Create, the window will reload and you can continue creating more users If you have chosen to send a welcome email to the user, it will be sent when you click on Create, if you have not ticked Enter login details, the user will receive an email with a link where they can enter their login details themselves. You can then see the status of your users under the Users menu, if they have logged in and when, and if they are logged in. You can click on the user name to edit, and you can click on the icon that looks like three dots to get more choices, Upload files to your account Once the users are created, it's time to start storing files to the account. You can read more about how you and your family members can use Storegate here. - Upload via the website - Using the Storegates App - Making backups with Storegate Online Backup Do you have any questions about getting started with Storegate? Feel free to contact us by creating a ticket.

Last updated on Apr 02, 2025