Update user roles
The User role is automatically assigned when a new Secure File Sharing Personal Data room is created. The Admin role can be added to give them administrative capabilities.
Note
-
Don't select Auditor, Submitter, or BoardMember as they aren't used in Secure File Sharing.
-
BoardOfficer is used in Flows.
-
The User role is not optional and can't be removed.
Add the Admin role
-
In the User tab select Properties from the user's more options
menu. -
In the Details tab select Admin from the Role Assignments.
Admin now appears beside User.
-
Select Save.
Remove a role
-
In the User tab select Properties from the user's more options
menu. -
In the Details tab select X beside the role you want to remove.
-
Select Save.
