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.

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