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User roles and permissions
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User roles and permissions
The following information provides descriptions for both user roles and user permissions in ShareFile.
User roles
| User role | Description |
|---|---|
| Employee user | An Employee user is an internal user within your company. Employee users may be granted a wide range of permissions and access to your account. see Employee users. |
| Account owner | As the account owner, you have an employee user type with the highest level of permissions. This allows you to authorize account-wide settings and delegate privileges to other employee administrators. There is only one account owner role per account. |
| Administrator | As a ShareFile administrator, you have an employee user type with granular administration privileges on the account. Depending on your administrator permission, you can authorize account changes on behalf of the account owner. |
| Super user | As a designated user for the Super User Group, you have automatic access with full control (Download, Upload, Delete, Admin) to all new existing folders within a ShareFile account, and can manage all the account data. |
| Client user | Client users have limited access to your ShareFile account based on how they are added and how you set permissions for new clients. see Client users. |
User permissions
| Permission Type | Permission name and description |
|---|---|
| General | Access company account permissions - Allows the user to access and change account-wide permissions. |
| Files and folders | Allows the user to manage files and folders including assigning folders and setting permissions. For more information, see Folders. |
| RightSignature | This allows electronic signature capabilities such as send for signature and view electronic signature documents. For more information, see Electronic signature. |
| Workflows | Access other users’ Custom Workflows - Allows the user to manage Custom Workflows created by other users. |
| People | Allows the user to manage employee users and clients. For more information, see People settings. |
| Account and Reporting | Allows the user to configure account settings such as branding, access reports, and other account tasks. For more information, see Account and Reporting. |
| Billing | This allows users to review receipts and billing information. For more information, see Billing. |
| Connectors | Connectors allow employees to access files and folders stored on a connected on-premises or cloud-based resource. For more information, see Connectors. |
| Storage zones | Storage zones controller extends the ShareFile Software as a Service (SaaS) cloud storage by providing your ShareFile account with private data storage. For more information, see Storage zones. |
| Advanced preferences | This allows users to make changes to settings like email, SMTP servers, and more. For more information, see Advanced preferences. |
ShareFile Employee vs Client permissions table
| Permission | Employee | Client |
|---|---|---|
| Create Root Level Folders | Y | N |
| Share and Request Files* | Y | N |
| Be Folder Admin | Y | Y |
| Own Personal Folders | Y | N |
| Own File Box | Y | N |
| Access Personal Settings | Y | Y |
| Access Advanced and FTP Connection Settings* | Y | Y |
| Be granted Admin Permissions | Y | N |
| Be granted Super User role | Y | N |
| Create employee users and manage permissions | Y | N |
| Create client users* | Y | N |
| Access Inbox for Received Messages | Y | Y |
| Access Inbox for Sent Messages | Y | N |
| Create distribution groups | Y | N |
| Edit Shared Address Book | Y | N |
| Modify Account Appearance | Y | N |
| Run Reports | Y | N |
| Create or access Connectors | Y | N |
| Configure single-sign on settings | Y | N |
| Send Encrypted Email | Y | N |
| Edit Document* | Y | Y |
| ShareFile for Outlook* | Y | N |
| ShareFile for Windows | Y | Y |
| ShareFile for iOS | Y | Y |
| ShareFile for Android | Y | Y |
| Mobile Editing | Y | Y |
| Send document for e-signature* | Y | N |
| Manage e-signature templates* | Y | N |
| Manage folder templates | Y | N |
| View notification history | Y | N |
*Some permissions can be enabled or disabled depending on the account’s configuration, plan, or available settings.
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