Roles

Overview

MetaDefender Managed File Transfer™ includes several predefined roles, also referred to as "User Types." When MetaDefender Managed File Transfer™ is first accessed, the initial user is created as an Administrator. Any local user created afterward must have their role defined during the creation process.

Info

The first created administrator can be deleted, provided other administrators are present.

Roles and Permissions

Administrator: Has comprehensive access and can perform any required system configuration. Administrators can release files but cannot approve them unless they also hold the Supervisor role. Additionally, they can download and preview other users' files.

Helpdesk Administrator: Can manage users (add, remove, edit) and perform administrative tasks. Helpdesk Administrators only have access to their own files.

Auditor: Has access to any file processed by the system. They have view the Processing History, Outbreak Prevention, Audit, Recycle Bin, and Archive. Auditors can also view Supervisor History of files under supervision.

Global Supervisor: A regular user role with additional permissions. Global Supervisors see all files in the pending approval state and can approve them, making them instantly available. They cannot delegate supervisory roles.

User: Controls the files they upload, can share files with internal and guest users, and can create guest users. Refer to the End User Guide for more details.

Automation Coordinator: Can create and manage Automated Jobs.


Admin

Read Only Administrator

IT Helpdesk

Auditor

User

Global Supervisor

Automation Coordinator

Processing History

Full

Filename and tag

N/A

Full [1]

N/A

N/A

N/A

Users

Full

View

Create / Remove / Edit

Self created External / Guest

Self created External / Guest

Self created External / Guest

N/A

Supervisor

Full

View

Process Setup

N/A

When Supervisor

Full [5]

When Supervisor

Outbreak Prevention

Full

View

Full

Full [2]

N/A

N/A

N/A

Trusted Network

Full

View

Full

N/A

N/A

N/A

N/A

Notifications

Full

View

Full

N/A

N/A

N/A

N/A

Audit

Full

View

Full

Full [2]

N/A

N/A

N/A

Recycle Bin / Archive

Full

View

Own files

Full [3]

Own files

Own files

Own Files

Settings

Full

View

Full [4]

N/A

N/A

N/A

N/A

SFTP Integrations

Full

View

Full

N/A

N/A

N/A

View them at Jobs

MFT Integrations

Full

View

Full

N/A

N/A

N/A

View them at Jobs

Jobs

Full

N/A

Full

N/A

N/A

N/A

Full

My Credentials

Full

N/A

Full

N/A

N/A

N/A

Full

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

[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

Info

The last local administrator's role cannot be changed.

Warning

When an existing user's role is changed to Automation Coordinator, they will no longer be able to manage any guest or external users they had previously created.