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.

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
AdminRead Only AdministratorRestricted AdministratorIT HelpdeskAuditorUserGlobal SupervisorAutomation Coordinator
Processing HistoryFullFilename and tagFull [6]N/AFull [1]N/AN/AN/A
UsersFullViewCreate / Remove / EditCreate / Remove / EditSelf created External / GuestSelf created External / GuestSelf created External / GuestN/A
SupervisorFullViewFullProcess SetupN/AWhen SupervisorFull [5]When Supervisor
Outbreak PreventionFullViewFullFullFull [2]N/AN/AN/A
Trusted NetworkFullViewFullFullN/AN/AN/AN/A
NotificationsFullViewFullFullN/AN/AN/AN/A
AuditFullViewFullFullFull [2]N/AN/AN/A
Recycle Bin / ArchiveFullViewOwn files in trashOwn filesFull [3]Own filesOwn filesOwn Files
SettingsFullViewFull [7][4]Full [4]N/AN/AN/AN/A
SFTP IntegrationsFullViewFullFullN/AN/AN/AView them at Jobs
MFT IntegrationsFullViewFullFullN/AN/AN/AView them at Jobs
JobsFullN/AFullFullN/AN/AN/AFull
My CredentialsFullN/AFullFullN/AN/AN/AFull

[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

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

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.

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