Get Citrix to Ask Permissions Questions Again

May 22, 2022 Post a Comment

Objective

ShareFile permissions are designed to requite you granular control of your account and the permissions of your users. An employee user is nigh often an internal user within your company. Employee users may be granted a wide range of permissions and access to your business relationship.

Requirements to modify permissions

Thedelegate admin privileges to other employee users permission or Manage Employee Users permission.
Employee users may just give or edit the permissions that they themselves take been given.

Instructions

For a list of Admin-level permissions, review How to Manage Admin Permissions in ShareFile.
For E-Signature related permissions visit ShareFile Eastward-Signature options.

Employee Permissions
Access company account permissions	Create root-level folders in "Shared Folders"	Utilize personal File Box	Access other user' File Boxes and Sent Items	Ship documents for e-signature
	View all e-signature templates	Manage clients	Manage employees
Delegate admin privileges to other employee users	Edit Shared Address Book	Share distribution groups	Edit other users' shared distribution groups	Manage Super User Group
Edit account appearance	Admission reporting	View notification history	Configure single sign-on settings	View/edit billing information
Request plan changes	View receipts and billing notifications	Create and manage Connectors	Create SharePoint Connectors	Create Network Share Connectors
Create and manage StorageZones	Select StorageZone for root-level folders	Manage remote upload forms	Be added to file drops	Manage folder templates
Manage eastward-signature templates	Create and manage policies	Access other users' Custom Workflows	Manage file drops

How to Manage Permissions

Become to People > Manage Users (orBrowse EmployeesorBrowse Clients)
Scan or search for your user. Click the user or the Manage icon on the right, to open the user contour.
Change permissions as needed, so Salvage.

When creating a new employee, you can modify these settings during the user cosmos process.

Notation: A grayed setting indicates a permission that the creating user does not have access to or is not permitted to give to others - therefore, they cannot grant that permission to another user.

Default Employee Permissions

The following account permissions are granted past default to employee users:

Employee Permissions Listing

Bones info

When adding an employee user, enter the post-obit:

Date Created
Email Address
First & Final Proper noun
Company Proper noun (optional)

Notifications

Choose the notification frequency for this user.

Default Email Linguistic communication

Modify the user'due south default Email Notification Language.

Bandwidth Limit

Modify the user'south Employee Bandwidth Limit.

Hallmark

ShareFile Credentials is the default hallmark method.

Expand User Access to Manage Employee Permissions:

General

Access Visitor Account Permissions

Access Advanced Preferences, account wide settings that tin can be establish withinAdmin Settings > Advanced Preferences.

Create and manage policies

Allow this employee user to create and manage Policy Based Administration Policies.

Files and Folders

Create root-level folders in "Shared Folders"

Allow this user to create root-level folders.

Utilise personal File Box

Permit this employee user access to the File Box, a personal storage space to shop files for a limited flow of time.

Note: If you practise choose to take away a user's access to the File Box, they will not be able to use Citrix Files for Outlook or share files from their computer when creating a Citrix electronic mail message or generating a link.

Access other users' File Boxes and Sent Items

Permit this user to admission to other users file box and sent messages.

Exist added to file drops

This permission allows this user to be available as a contact for File Drops.

Note: This selection will but exist available if File Drop is enabled on your account.

E-Signature

Send documents for e-signature

Let this user to select files to " send for signature."

Note: This permission will use i e-signature license.

View all e-signature documents

Allow this user to view all e-signature documents in RightSignature.

Manage e-signature templates

Allow this user to create e-signature templates in RightSignature .

Workflows

Access other users' Custom Workflows

Permit this user to manage custom workflows created past other users.

Note: Any employee user can create a workflow f the characteristic is enabled for the account.

People

Manage clients

Let this employee to manage clients.

Manage employees

Allow this employee to create and manage other employees.

Consul admin privileges to other employee users

Allow this employee to grant other employees admin permissions.

Edit the shared Address Book

With this permission, the employee will be able to add together users to the Shared Accost Book which let other employee users to see these contacts in the arrangement.

Share distribution groups

Let this employee user to create a Shared Distribution group.

Edit other users' shared distribution groups

Allow this employee user to add together/delete users within a Shared Distribution grouping.

Manage Super User Grouping

Allow this user to add/delete users within a Super User Grouping.

Visitor Business relationship Info

Edit account appearance

Allow the user to configure account branding and advent settings.

Access reporting

Allow this employee user to create account-wide reporting.

View notification history

Allow this employee user to view the account's notification history.

Configure single sign-on settings

Permit this employee user to configure single sign-on settings for this account.

Billing

Notation: Billing settings will display depending on your plan type.

View/edit billing data

View the business relationship's billing data.

View receipts and billing notifications

The Receipts & Billing Notifications volition let this user to download copies of billing receipts or add together billing recipients.

Request program changes

Request modifications to the account'south plan.

Connectors

Annotation: Connector settings will display depending on your programme type.

Create and manage Connectors

This permission grants the employee user the ability to create and manage Personal Deject Connectors.

Create Network Share Connectors

This permission grants the employee user the power to create and manage new Network Share Connectors.

Create SharePoint Connectors

This permission grants this employee user the power to create and manage new SharePoint Connectors.

Storage zones

Note: Storage zones settings will display depending on your programme type.

Create and manage storage zones

This permissions grants this employee user the ability to create and manage Storage zones.

Select storage zone for root-level folders

This permission grants this employee user with "Create root-level folders in Shared Folders" to choose the folder's zone.

Advanced Preferences

Manage binder templates

Let this user to create dynamic binder templates.

Manage remote upload forms

Allow this user to create and manage remote upload forms.

Manage file drops

Permit this user to create and manage file drops.

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Source: https://support.citrix.com/article/CTX208423