User Role

• Four User Role Templates are provided by default :

  • Instance Admin

  • Instance User

  • Org User

  • Org Transfer

    

Instance Admin

Instance User

Org User

Org Transfer

The Org Transfer user can only upload/download files via the web portal with access limited to the scope of Organizations where a user is assigned.

Org Transfer users are associated with one or more organizations and may only be able to upload/download to flows in the associated organizations.

When an Org Transfer user signs into the portal, the access is limited to the following portal elements:

• file upload page with selection of flows in the associated Organizations that have Manual Upload flow endpoint configured

• Activity page showing file activity in the associated organizations with files available for download.