About the Organizational Administrator role

As organizational administrator you are a licensed user of Secure File Sharing with the ability to create and deactivate users and Team Data rooms, manage storage space, and define security policies in addition to other administrative tasks.

Access the Administration features

1. Select the profile icon in the top right-hand corner of your data room.

2. Select Administration.

   

   Tip

   To return to your own data room and files, click on the company name or logo at the top of the page.

Administration features

Here we explain the features available in the administration toolbar.

1. Quick link toolbar. This changes depending on the tab you have open.

   Here you can create and manage users, team data rooms and flow groups, as well view details and copy lists.

2. Admin view tabs described in the table below

   Tab	Description
   Users	The Users tab is where you add, view and manage users, their status, and the roles they have been assigned. There are three (3) types of non-administrative users: Licensed personal data room users / members, licensed team users / members, and external collaboration users / members. Add a new Data room user and Manage user accounts Block or delete a user and Deactivate and reactivate a user Update user roles Create a list of the users View Data room storage space
   Team data rooms	The Team data room tab is where you view and create, and modify team rooms and view overall storage space. Manage Team Data rooms
   Policies	The Policies tab is where you set the security levels for accessing and sharing data room content.
   Accounts details	The Account details tab is where you can view billing and account information as well as Secure File Sharing package details.
   Identity	The Identity tab is where you Manage Federated Identity solutions.
   Flows	The Flows tab is where you manage the Flows add-in used to connect with Boards when scheduling meetings and where files and documents are shared from a team data room.
   Flow groups	These are used when creating a Flow Installation.

3. Select the more options menu to display additional actions you can take for a user, team room or flow group.