About Security User Roles

Security roles specify the user and portal management tasks you have permission to perform. Examples of permissions that are granted via security roles are adding, editing, and deleting users. You are assigned a default security role when you are added as a user.

There are five predefined security roles which cannot be edited or deleted. The predefined security roles are:

  • Administrator. Can create and manage users in the portal.
  • Standard User. Can perform all standard tasks in the portal except overwriting files with duplicate names.
  • Limited User. Can perform the following 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).