14.83% growth in secure file/folder sharing achieved in just 5 months

14.83% growth in secure file/folder sharing achieved in just 5 months

Lead Designer

Lead Designer

Lead Designer

Divided in two big projects

Divided in two big projects

Divided in two big projects

Designed in 2 months

Designed in 2 months

Designed in 2 months

What is Link Sharing Experience?

What is Link Sharing Experience?

What is Link Sharing Experience?

John needs to share an important file with his team and an external client. Instead of sending large email attachments, he uses link sharing.

John needs to share an important file with his team and an external client. Instead of sending large email attachments, he uses link sharing.

John needs to share an important file with his team and an external client. Instead of sending large email attachments, he uses link sharing.

He clicks “Share.”

He clicks “Share.”

He clicks “Share.”

  • Selects who can access it (Anyone, Password-Protected, Internal, or Specific Users).

  • Sets permissions like expiry date, editing, and download restrictions.

  • Generates the link, which is automatically copied to his clipboard or sent via email.

  • Selects who can access it (Anyone, Password-Protected, Internal, or Specific Users).

  • Sets permissions like expiry date, editing, and download restrictions.

  • Generates the link, which is automatically copied to his clipboard or sent via email.

  • Selects who can access it (Anyone, Password-Protected, Internal, or Specific Users).

  • Sets permissions like expiry date, editing, and download restrictions.

  • Generates the link, which is automatically copied to his clipboard or sent via email.

Tracks access, adjusts settings, or disables the link if needed.

Tracks access, adjusts settings, or disables the link if needed.

Tracks access, adjusts settings, or disables the link if needed.

John successfully shared the file without worrying about attachments or security risks. He knows his file is accessible to the right people at the right time.

John successfully shared the file without worrying about attachments or security risks. He knows his file is accessible to the right people at the right time.

John successfully shared the file without worrying about attachments or security risks. He knows his file is accessible to the right people at the right time.

How was it before?

How was it before?

How was it before?

How is it now?

How is it now?

How is it now?

What did I achieve?

What did I achieve?

What did I achieve?

Year 2023

Year 2023

Year 2023

Year 2024

Year 2024

Year 2024

7.6% increase in link-sharing users, reflecting design's positive impact on user acquisition

7.6% increase in link-sharing users, reflecting design's positive impact on user acquisition

7.6% increase in link-sharing users, reflecting design's positive impact on user acquisition

Editable link sharing grew nearly fivefold, demonstrating substantial adoption of collaborative features

Editable link sharing grew nearly fivefold, demonstrating substantial adoption of collaborative features

Editable link sharing grew nearly fivefold, demonstrating substantial adoption of collaborative features

The graphs clearly show that the revised designs have improved how users share content securely from Egnyte web, desktop and mobile platform.

The graphs clearly show that the revised designs have improved how users share content securely from Egnyte web, desktop and mobile platform.

The graphs clearly show that the revised designs have improved how users share content securely from Egnyte web, desktop and mobile platform.

Users now actively set expiry dates for shared links, choose preview-only links when needed, and grant editing rights only when necessary.

Users now actively set expiry dates for shared links, choose preview-only links when needed, and grant editing rights only when necessary.

Users now actively set expiry dates for shared links, choose preview-only links when needed, and grant editing rights only when necessary.

46.17% growth in preview-only link usage

(Users preferred restricted sharing options to improve privacy)

46.17% growth in preview-only link usage

(Users preferred restricted sharing options to improve privacy)

46.17% growth in preview-only link usage

(Users preferred restricted sharing options to improve privacy)

10.55% increase in link-sharing with expiry date (Users generated expiring links more frequently, enhancing control and security)

10.55% increase in link-sharing with expiry date (Users generated expiring links more frequently, enhancing control and security)

10.55% increase in link-sharing with expiry date (Users generated expiring links more frequently, enhancing control and security)

How did I achieve this?

How did I achieve this?

How did I achieve this?

> Key pain points from 'Old design'

> Key pain points from 'Old design'

> Key pain points from 'Old design'

Default settings or properties are not visible

Default settings or properties are not visible

Default settings or properties are not visible

It was assumed that access options are limited

It was assumed that access options are limited

It was assumed that access options are limited

They are presented as equal options

They are presented as equal options

They are presented as equal options

Added tooltips to provide contextual help, ensuring first-time users understand settings easily

Added tooltips to provide contextual help, ensuring first-time users understand settings easily

Added tooltips to provide contextual help, ensuring first-time users understand settings easily

This has been emphasized on the basis of it’s usage data tracked in Pendo & Mixpanel

This has been emphasized on the basis of it’s usage data tracked in Pendo & Mixpanel

This has been emphasized on the basis of it’s usage data tracked in Pendo & Mixpanel

Default settings are now visible upfront, making them easier to understand and modify

Default settings are now visible upfront, making them easier to understand and modify

Default settings are now visible upfront, making them easier to understand and modify

AI now suggests frequent recipients based on past sharing behavior, reducing manual effort.

AI now suggests frequent recipients based on past sharing behavior, reducing manual effort.

AI now suggests frequent recipients based on past sharing behavior, reducing manual effort.

> Design decisions taken in 'New/Improved design'

> Design decisions taken in 'New/Improved design'

> Design decisions taken in 'New/Improved design'

Items

Items

Items

Reports 2021

Reports 2021

Reports 2021

/Shared/All Employees

/Shared/All Employees

/Shared/All Employees

Sales documents

Sales documents

Sales documents

/Shared/.../marketing

/Shared/.../marketing

/Shared/.../marketing

Presentations

Presentations

Presentations

/Shared/.../releases

/Shared/.../releases

/Shared/.../releases

Offer letters

Offer letters

Offer letters

/Shared/.../HR files

/Shared/.../HR files

/Shared/.../HR files

Craeted by

Craeted by

Craeted by

Ben Lee (You)

Ben Lee (You)

Ben Lee (You)

Scott Johnson

Scott Johnson

Scott Johnson

Hidden

Hidden

Hidden

Hidden

Hidden

Hidden

Date created

Date created

Date created

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Link type

Link type

Link type

Shared link

Shared link

Shared link

Upload link

Upload link

Upload link

Upload link

Upload link

Upload link

Shared link

Shared link

Shared link

Last access

Last access

Last access

Never

Never

Never

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Dec 22, 2023

Who can access

Who can access

Who can access

Anyone

Anyone

Anyone

Existing user(s)

Existing user(s)

Existing user(s)

Anyone with password

Anyone with password

Anyone with password

Selected people

Selected people

Selected people

Link properties

Link properties

Link properties

Link expires: Never

Link expires: Never

Link expires: Never

+2

+2

+2

Link expires: 20 Jun, 2024

Link expires: 20 Jun, 2024

Link expires: 20 Jun, 2024

+4

+4

+4

Link expires: Never

Link expires: Never

Link expires: Never

+5

+5

+5

Link expires: Never

Link expires: Never

Link expires: Never

+2

+2

+2

Design Process

User Testing

Session 2: Finalise UI elements

Conducted A/B testing of two new solutions.

Observed users' interactions.

Session 1: Determine user flow

Learned about users' scenarios/use cases from their daily usage of this feature.

We let them navigate through the clickable prototype and gathered insights through observations and user feedback.

Session 3: Check consistency across platforms

Users navigates through the working prototype on WebUI, desktop (Windows/MacOS), and mobile (Android/iOS).

Asked questions such as did they find the experience consistent across platforms? Was there anything that confused them?

Poll Survey

A survey was conducted with users to gather feedback on the proposed labels and wording to be used in the new experience.

Users were asked questions about the existing flow to identify their pain points and areas for improvement.

Data analysis

'Get link' vs. 'Email link': The 'Get link' option is used over ~90% more frequently than the 'Email link' option. This feature should be prioritized and made more accessible.

Public links risk: Users are creating ~60% more 'Anyone' (public) links, which puts sensitive data at risk.

Link expirations: Only ~52% of users set expiration dates for their links. Our clients have requested that their employees be required to set expirations for the links they create to help protect data.

MacOS Desktop App Experience

4

They are redirected to the web UI when they click the 'Share' button; instead, users should be able to share directly from the desktop.

4

iOS Mobile Experience

5

The mobile flow works differently from the web UI and desktop app, and this is not solely due to native interactions.

5

6

Folder Permission Dialog

The product flow for adding or inviting new users is confusing. Additionally, there are no bulk actions available for this process.

6

Research Insights

Web UI

1

2

3

1

Link access options are not visible in first glance which results into creating public links leading to increased risk of sensitive data exposure

This pattern of showing link properties is not scalable. Also, users often stick with the default selection, which might not meet their requirements, forcing them to return and create the link again with the desired properties.

Incorrect button component was used from design system library.

2

3

Design Process

User Testing

Session 2: Finalise UI elements

Conducted A/B testing of two new solutions.

Observed users' interactions.

Session 1: Determine user flow

Learned about users' scenarios/use cases from their daily usage of this feature.

We let them navigate through the clickable prototype and gathered insights through observations and user feedback.

Session 3: Check consistency across platforms

Users navigates through the working prototype on WebUI, desktop (Windows/MacOS), and mobile (Android/iOS).

Asked questions such as did they find the experience consistent across platforms? Was there anything that confused them?

Poll Survey

A survey was conducted with users to gather feedback on the proposed labels and wording to be used in the new experience.

Users were asked questions about the existing flow to identify their pain points and areas for improvement.

Data analysis

'Get link' vs. 'Email link': The 'Get link' option is used over ~90% more frequently than the 'Email link' option. This feature should be prioritized and made more accessible.

Public links risk: Users are creating ~60% more 'Anyone' (public) links, which puts sensitive data at risk.

Link expirations: Only ~52% of users set expiration dates for their links. Our clients have requested that their employees be required to set expirations for the links they create to help protect data.

MacOS Desktop App Experience

4

They are redirected to the web UI when they click the 'Share' button; instead, users should be able to share directly from the desktop.

4

iOS Mobile Experience

5

The mobile flow works differently from the web UI and desktop app, and this is not solely due to native interactions.

5

6

Folder Permission Dialog

The product flow for adding or inviting new users is confusing. Additionally, there are no bulk actions available for this process.

6

Research Insights

Web UI

1

2

3

1

Link access options are not visible in first glance which results into creating public links leading to increased risk of sensitive data exposure

This pattern of showing link properties is not scalable. Also, users often stick with the default selection, which might not meet their requirements, forcing them to return and create the link again with the desired properties.

Incorrect button component was used from design system library.

2

3

Design Process

User Testing

Session 2: Finalise UI elements

Conducted A/B testing of two new solutions.

Observed users' interactions.

Session 1: Determine user flow

Learned about users' scenarios/use cases from their daily usage of this feature.

We let them navigate through the clickable prototype and gathered insights through observations and user feedback.

Session 3: Check consistency across platforms

Users navigates through the working prototype on WebUI, desktop (Windows/MacOS), and mobile (Android/iOS).

Asked questions such as did they find the experience consistent across platforms? Was there anything that confused them?

Poll Survey

A survey was conducted with users to gather feedback on the proposed labels and wording to be used in the new experience.

Users were asked questions about the existing flow to identify their pain points and areas for improvement.

Share Folder/File Link

Copy Direct Link

Get Link

Email Link

Link options

Preview-only links

Expiring links

Version-specific links

Include file name in the link

Notify on access

Usage

~0.3%

~52%

~0.2%

~5%

~20%

Anyone

Anyone with a password

<Domain name>

Specific Recipients

'Get link' vs. 'Email link': The 'Get link' option is used over ~90% more frequently than the 'Email link' option. This feature should be prioritized and made more accessible.

Public links risk: Users are creating ~60% more 'Anyone' (public) links, which puts sensitive data at risk.

Link expirations: Only ~52% of users set expiration dates for their links. Our clients have requested that their employees be required to set expirations for the links they create to help protect data.

Data analysis

MacOS Desktop App Experience

4

They are redirected to the web UI when they click the 'Share' button; instead, users should be able to share directly from the desktop.

4

iOS Mobile Experience

5

The mobile flow works differently from the web UI and desktop app, and this is not solely due to native interactions.

5

6

Folder Permission Dialog

The product flow for adding or inviting new users is confusing. Additionally, there are no bulk actions available for this process.

6

Research Insights

Web UI

1

2

3

1

Link access options are not visible in first glance which results into creating public links leading to increased risk of sensitive data exposure

This pattern of showing link properties is not scalable. Also, users often stick with the default selection, which might not meet their requirements, forcing them to return and create the link again with the desired properties.

Incorrect button component was used from design system library.

2

3

Design Process

User Testing

Session 2: Finalise UI elements

Conducted A/B testing of two new solutions.

Observed users' interactions.

Session 1: Determine user flow

Learned about users' scenarios/use cases from their daily usage of this feature.

We let them navigate through the clickable prototype and gathered insights through observations and user feedback.

Session 3: Check consistency across platforms

Users navigates through the working prototype on WebUI, desktop (Windows/MacOS), and mobile (Android/iOS).

Asked questions such as did they find the experience consistent across platforms? Was there anything that confused them?

Poll Survey

A survey was conducted with users to gather feedback on the proposed labels and wording to be used in the new experience.

Users were asked questions about the existing flow to identify their pain points and areas for improvement.

Share Folder/File Link

Copy Direct Link

Get Link

Email Link

Link options

Preview-only links

Expiring links

Version-specific links

Include file name in the link

Notify on access

Usage

~0.3%

~52%

~0.2%

~5%

~20%

Anyone

Anyone with a password

<Domain name>

Specific Recipients

'Get link' vs. 'Email link': The 'Get link' option is used over ~90% more frequently than the 'Email link' option. This feature should be prioritized and made more accessible.

Public links risk: Users are creating ~60% more 'Anyone' (public) links, which puts sensitive data at risk.

Link expirations: Only ~52% of users set expiration dates for their links. Our clients have requested that their employees be required to set expirations for the links they create to help protect data.

Data analysis

MacOS Desktop App Experience

4

They are redirected to the web UI when they click the 'Share' button; instead, users should be able to share directly from the desktop.

4

iOS Mobile Experience

5

The mobile flow works differently from the web UI and desktop app, and this is not solely due to native interactions.

5

6

Folder Permission Dialog

The product flow for adding or inviting new users is confusing. Additionally, there are no bulk actions available for this process.

6

Research Insights

Web UI

1

2

3

1

Link access options are not visible in first glance which results into creating public links leading to increased risk of sensitive data exposure

This pattern of showing link properties is not scalable. Also, users often stick with the default selection, which might not meet their requirements, forcing them to return and create the link again with the desired properties.

Incorrect button component was used from design system library.

2

3

Design Process

Research Insights

Web UI

3

1

2

1

Link access options are not visible in first glance which results into creating public links leading to increased risk of sensitive data exposure

2

This pattern of showing link properties is not scalable. Also, users often stick with the default selection, which might not meet their requirements, forcing them to return and create the link again with the desired properties.

3

Incorrect button component was used from design system library.

MacOS Desktop App Experience

4

4

They are redirected to the web UI when they click the 'Share' button; instead, users should be able to share directly from the desktop.

iOS Mobile Experience

5

5

The mobile flow works differently from the web UI and desktop app, and this is not solely due to native interactions.

6

Folder Permission Dialog

6

The product flow for adding or inviting new users is confusing. Additionally, there are no bulk actions available for this process.

Data analysis

'Get link' vs. 'Email link': The 'Get link' option is used over ~90% more frequently than the 'Email link' option. This feature should be prioritized and made more accessible.

Public links risk: Users are creating ~60% more 'Anyone' (public) links, which puts sensitive data at risk.

Link expirations: Only ~52% of users set expiration dates for their links. Our clients have requested that their employees be required to set expirations for the links they create to help protect data.

User Testing

Session 2: Finalise UI elements

Conducted A/B testing of two new solutions.

Observed users' interactions.

Session 1: Determine user flow

Learned about users' scenarios/use cases from their daily usage of this feature.

We let them navigate through the clickable prototype and gathered insights through observations and user feedback.

Session 3: Check consistency across platforms

Users navigates through the working prototype on WebUI, desktop (Windows/MacOS), and mobile (Android/iOS).

Asked questions such as did they find the experience consistent across platforms? Was there anything that confused them?

Poll Survey

A survey was conducted with users to gather feedback on the proposed labels and wording to be used in the new experience.

Users were asked questions about the existing flow to identify their pain points and areas for improvement.

Designs

Designs

Designs

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Revamping Egnyte's Sharing & Permissions: A User-Centric Journey

Revamping Egnyte's Sharing & Permissions: A User-Centric Journey

Revamping Egnyte's Sharing & Permissions: A User-Centric Journey

Dive into the design thinking and project insights behind Egnyte's sharing permissions redesign in this article

Dive into the design thinking and project insights behind Egnyte's sharing permissions redesign in this article

Dive into the design thinking and project insights behind Egnyte's sharing permissions redesign in this article

If you would like to explore the released product, please try Egnyte application Start free trial

If you would like to explore the released product, please try Egnyte application Start free trial

If you would like to explore the released product, please try Egnyte application Start free trial

© 2025 All Rights Reserved | Parmi Mehta

© 2025 All Rights Reserved | Parmi Mehta

© 2025 All Rights Reserved | Parmi Mehta