About the Organizational Administrator role

The Organizational Administrator is a licensed user of Secure File Sharing, responsible for managing users and user groups, creating team data rooms, and assigning security policies at organization level. They can configure external identity providers for the organization and, if available, add Flow installations for workflows.

Note

Administrator may create users and team rooms but they do not have access to the data in those rooms unless it has been shared with them or they are a member of the team data room.

Access the Administration portal

  1. Go to the navigation panel and select Administration.

    The Administration portal opens.

    Tip

    To return to your own data room and files, select the My data room at the top of the navigation panel.

Administration portal

Your administrative controls are organized in the following tabs. Select the more options menu to display additional actions you can take for a user, team room or flow group.

Tab Description Learn more
Users

Add, view and manage users, their status, and the roles they have been assigned.

There are three types of non-administrative users:

  1. Licensed personal data room members of the organization.

  2. Licensed team members of the organization.

  3. External collaboration members.

Additional resources
Identity Enable OIDC for users and the organization

 
Team data rooms

View, create, and modify team rooms, and view overall storage space.
Policies

Manage the security settings surrounding data room content and how it can be accessed and shared.

Customize the watermark used when sharing documents and restrict access to organizational members only.
Flows Flows for Organization Administrators

Manage the workflows used to connect with Boards when scheduling meetings. Share folders and documents from a team data room to your board meeting.
Flow groups Used when creating Flow Installations.
Accounts details

View billing and account information.