Admin User and Role Settings

FileCloud enables you to create admin roles with a set of administrator permissions. Users assigned to any of the admin roles that you have created become admin users and have the permissions assigned to the role.

Main Admin. The admin account that is created when FileCloud is installed. There is only one Main Admin account in FileCloud.

Admin User. User accounts that can access the FileCloud admin interface.

Admin Role. Role that defines the set of admin permissions for an admin user. If admin users have multiple admin roles, they have the combined admin permissions of all of the roles. For instructions on checking an admin user's permissions, see Managing Admin Users.


To create admin roles and add users to them:

  1. Click Admins in the navigation panel.
  2. In the Manage Admin Roles screen, click Add new role.

    The Create Admin Roles dialog box opens.
  3. In Role Name, enter a name for the role.
  4. Click Create Role.
    The Manage Admin Roles dialog box opens to the first page of permissions. The new role is listed at the top of the dialog box.
  5. Go through each page of permissions, and check the permissions that you want to make available to the role.
  6. When you have finished assigning permissions to the role, click the Users tab if you are ready to assign users to the role.
  7. In Add Users to Role, enter each user that you want to add to the role. When the name appears, click Add.
    You can add Full and Guest users to roles, but not External users.
    If you add a user who is not an admin user to a role, the user automatically becomes and admin user.
  8. To add groups to the role, click the Groups tab.
  9. In Add Groups to Role, enter each group that you want to add to the role. When the name appears, click Add.
    Any users in a group who were not admin users automatically become admin users after the group is added to the role.
  10. Click Close.
    The new role is listed on the page with its user, group, and permissions counts. It is enabled by default.

For instructions on removing an admin role, see Managing Admin Users.

The following permissions represent functions that admin users may be permitted to perform.

OperationDescription
AlertAlert item on the admin interface is visible. Authorization to view and clear alerts in admin interface.
AuditAudit item on the admin interface is visible. Authorization to view, delete and export Audit Records.
ComplianceCompliance Dashboard on the admin interface is visible. Authorization to view and update compliance settings.
CustomizationCustomization item on the admin interface is visible. Authorization to customize the FileCloud interface.
Note: Admin users must have Customization > Update enabled to be able to change the user login background.
Device ManagementDevices item on the admin interface is visible. Authorization to view, create, delete and update Devices.
EncryptionAuthorization to manage all Encryption at Rest settings.
Federated SearchSupport to perform federated search through the admin interface.
FilesManage Files. Authorization to view, dreate, modify, download, and delete user files.
Folder PermissionsManage Folder Level Permissions. Authorization to view and manage Folder Permissions.
GroupsGroups menu item on the admin interface is visible. Authorization to view, create, modify and delete Groups. Manage group members. Import group members from Active Directory.
LocksView , create, and delete Locks on Files and Folders in FileCloud.
Manage AdministratorsAllows promoted admin users to manage the permissions of other promoted admin users.
MetadataView, create, update and delete metadata set definitions, attributes and permissions.
Mini AdminView allows promoted users to open mini admin and perform all permitted actions except adding users. Create allows promoted users to open mini admin and perform all permitted actions including adding users.
Network ShareNetwork Folders item on the admin interface is visible. Authorization to view, create, modify and delete Network Folders. Manage User and Group Access to Network Folders.
NotificationsNotifications menu item on the admin interface is available. Add, edit, update, and delete notification rules.
ReportsReports menu item on the admin interface is available. Add, execute, edit and delete reports.
RetentionRetention menu item on the admin interface is available. Add, edit, and delete retention policies.
Rich DashboardView rich dashboard view including tables and graphs on the admin UI dashboard.
SettingsSettings item on the admin interface is visible. Authorization to view and modify FileCloud Settings.
Smart ClassificationSmart Classification menu item on the admin interface is available. Add, update, run, and delete content classification rules.
Smart DLPSmart DLP menu item on the admin interface is available. Add, edit, and delete DLP rules.
SystemSystem item on the admin interface is visible. Authorization to run system checks, install check, generate logs and UPGRADE FileCloud to new version.
Team FoldersSet up Team Folders, add, edit, delete and manage team folder and corresponding permissions. Note: The corresponding Folder Permission must be enabled to be able to perform a Team Folder operation.
User ShareUser Shares item on the admin interface is visible. Authorization to view, create, modify and delete User Shares.
UsersUsers menu item on the admin interface is visible.  Authorization to view, create, modify and delete Users. Import New Users. Reset Password for Users.
WorkflowWorkflow menu item on the admin interface is visible. Add, edit and delete workflows on FileCloud.

Admin users can log in to the admin portal using either their username or email id.