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

  • Do not select Submitter, or BoardMember as they are not 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

  1. In the User tab, select Details from the user's more options menu.

  2. Go to Role and select Admin.

    Admin now appears beside User.

  3. Select Save.

Remove a role

  1. In the User tab select Details from the user's more options menu.

  2. Go to Role and select X beside the role you want to remove.

  3. Select Save.