Roles

Overview

MetaDefender Managed File Transfer has several predefined roles - also referred to as User Type:

Administrator, Read-Only Administrator, IT-Helpdesk, Auditor, Global Supervisor and User

During installation, the first user is created as an Administrator. Any local user created afterwards needs to be defined during its creation.

Roles and Permissions

Administrator: has access and can perform any configuration required to the system, and to any file in the system. Administrator can release files (but cannot approve it unless also a supervisor), download and preview other users’ files.

Read-Only Administrator: has access to any configuration, but can not perform any changes. This role has no visibility to Processing History but cannot download/preview users' files.

Helpdesk Administrator: can administrate users (add/remove/edit), and perform administrative tasks in the system. This role has access to their own files only.

Auditor: An auditor role has access to any file the system processes and thus has access to Processing History, Outbreak prevention, Audit, Recycle Bin and Archive.

Global Supervisor: Supervisor role is a regular user role, without the ability to delegate supervisors. Sees all files in pending approval state and when a Global Supervisor approves a file, it becomes instantly available, no further steps/stages will be required.


Admin

Read Only Administrator

IT Helpdesk

Auditor

User

Global Supervisor

Processing History

Full

Filename and tag

N/A

Full [1]

N/A

N/A

Users

Full

View

Create / Remove / Edit

Self created External / Guest

Self created External / Guest

Self created External / Guest

Supervisor

Full

View

Process Setup

N/A

When Supervisor

Full [5]

Outbreak Prevention

Full

View

Full

Full [2]

N/A

N/A

Trusted Network

Full

View

Full

N/A

N/A

N/A

Notifications

Full

View

Full

N/A

N/A

N/A

Audit

Full

View

Full

Full [2]

N/A

N/A

Recycle Bin / Archive

Full

View

Own files

Full [3]

Own files

Own files

Settings

Full

View

Full [4]

N/A

N/A

N/A

[1] Full - But without Revoke/Approve/Delete/Permanently Delete

[2] Full - But without Settings

[3] Full - But without Restore/Delete/Permanently Delete

[4] Full - But without API keys

[5] Full - Without the ability to delegate other supervisors