About File Management Roles

File management roles specify which file-related tasks you have permission to perform. Examples of permissions that are granted via file management roles are checking out, downloading, or renaming files. You are assigned a file management role for each portal you are assigned to.

By default, there are five predefined file management roles which cannot be edited or deleted. These predefined roles are:

• Administrator. Can perform all file management tasks permitted for their user types in the portal.
• Standard User. Can perform all file-related tasks in the portal except overwriting files with duplicate names.
• Limited User. Can perform the following file-related tasks in the portal:
  • Add, view, check in/check out, download, and delete files
  • Cancel own file check outs
  • View the history and properties of files
• Read-only User. Can download and view files
• Upload-only User. Can upload files to a portal (available for portal users only)

File management roles are assigned to individual users by administrative users on the user's profile page. See Editing a Portal User for information about accessing this page.