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 Administrator account can be deleted, as long as there is at least one other Administrator remaining in the system.

Roles and Permissions

Administrator

  • Has full system access and can perform all configuration tasks

  • Can release files, but cannot approve files unless also assigned the Supervisor role

  • Can download and preview files uploaded by other users

Restricted Administrator

  • Has access to the Processing History, but cannot preview or download files belonging to other users

  • Cannot create or fetch API keys, and cannot import or export MFT settings

Helpdesk Administrator

  • Can manage users (add, remove, edit) and perform general administrative tasks

  • Has access only to their own files

Auditor

  • Has view access to all files processed by the system

  • Can access the following sections: Processing History, Outbreak Prevention, Audit, Recycle Bin, and Archive

  • Can also view the Supervisor History for files under supervision

Global Supervisor

  • A regular user role with elevated permissions

  • Can see all files in the pending approval state and approve them, making the files immediately available

  • Cannot assign or delegate supervisory roles

User

  • Can manage the files they upload

  • Can share files with internal and guest users

  • Can create guest users

  • For detailed capabilities, refer to the End User Guide

Automation Coordinator:

  • Can create and manage Automated Jobs


Admin

Read Only Administrator

Restricted Administrator

IT Helpdesk

Auditor

User

Global Supervisor

Automation Coordinator

Processing History

Full

Filename and tag

Full [6]

N/A

Full [1]

N/A

N/A

N/A

Users

Full

View

Create / Remove / Edit

Create / Remove / Edit

Self created External / Guest

Self created External / Guest

Self created External / Guest

N/A

Supervisor

Full

View

Full

Process Setup

N/A

When Supervisor

Full [5]

When Supervisor

Outbreak Prevention

Full

View

Full

Full

Full [2]

N/A

N/A

N/A

Trusted Network

Full

View

Full

Full

N/A

N/A

N/A

N/A

Notifications

Full

View

Full

Full

N/A

N/A

N/A

N/A

Audit

Full

View

Full

Full

Full [2]

N/A

N/A

N/A

Recycle Bin / Archive

Full

View

Own files in trash

Own files

Full [3]

Own files

Own files

Own Files

Settings

Full

View

Full [7][4]

Full [4]

N/A

N/A

N/A

N/A

SFTP Integrations

Full

View

Full

Full

N/A

N/A

N/A

View them at Jobs

MFT Integrations

Full

View

Full

Full

N/A

N/A

N/A

View them at Jobs

Jobs

Full

N/A

Full

Full

N/A

N/A

N/A

Full

My Credentials

Full

N/A

Full

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

[6] Full - Without the ability to preview of download other user's files

[7] Full - Without settings import/export

Info

The last-created local administrator's role cannot be changed.

Warning

When an existing user's role is changed to Automation Coordinator, they will lose access to manage any guest or external users they previously created.