Users

A FileBound user can log in to FileBound with a username and password and perform operations according to the rights they have been assigned. FileBound allows an unlimited number of users to be created within the system.

Besides general users, there are four other types of users in FileBound: System Administrator, Project Administrator, Access Administrator, and Group Administrator.

System Administrator

A user with System Administration rights has complete access to FileBound. A System Administrator can create, configure, and manage users, groups, projects, and vendors. System Administrator rights can be assigned to one or more FileBound users.

The System Administrator uses FileBound Administration to perform administrative tasks. FileBound Administration is also available to Project Administrators and Access Administrators, but with limited functionality. General users do not have access to FileBound Administration.

  1. On the Navigation menu, click Administration, then click Users.

  2. Select the System Admin check box next to the user you want to assign as a System Administrator.

Note: You can also click Edit next to the user you want to assign as a System Administrator, then select the User is a System Administrator check box on the Security tab.

Access Administrator

A user with Access Administrator rights can manage groups they are assigned to, users assigned to those same groups, and vendors. The Access Administrator has no access to projects or other system configurations. Access Administrator rights can be assigned to one or more FileBound users.

Use Case: A client might have an IT team that would need to help unlock users or manage basic user rights without giving them full project access.
  1. On the Navigation menu, click Administration, then click Users.

  2. Select the Access Admin check box next to the user you want to assign as an Access Administrator.

Note: You can also click Edit next to the user you want to assign as an Access Administrator, then select the User is an Access Administrator check box on the Security tab.

Project Administrator

A user with Project Administrator rights can configure and manage projects assigned to the group they belong to. However, unlike the System Administrator, the Project Administrator cannot create or delete a project from FileBound. The Project Administrator does not have rights to create and manage users, groups, or vendors. Project Administrator rights can be assigned to one or more FileBound users.

  1. On the Navigation menu, click Administration, then click Groups.

  2. Select the Project Admin check box next to the group you want to assign as a Project Administrator. All users assigned to this group will have project administration rights for all of the projects assigned to this group.

Note: You can also click Edit next to the group you want to assign Project Administrator rights to, then select the Project Administrator check box on the General tab.

Group Administrator

A user with Group Administrator rights can manage certain settings within a group in FileBound Administration. The Group Administrator has no access to projects or other system configurations. Group Administrators can perform the following tasks in their assigned groups:

  • Configure all general permissions for the entire group (except enable Project Administrators)
  • Assign or remove users from the group
  • Assign or remove separators
  • Assign or remove dividers
  • Set up file and field security (if enabled at the project level)

The Group Administrator does not have rights to create users or groups or change the assigned projects for groups.

  1. On the Navigation menu, click Administration, then click Users.
  2. Click Edit next to the user you want to assign as a Group Administrator.
  3. Click the Security tab.

  4. In the Assigned Groups section, click Assign.

  5. Select the Is Assigned check box to assign the user to the group.
  6. Select the Admin check box to make the user a Group Administrator for the group.

  7. Click Save.

Note: For customers that use Active Directory (AD) sync, once a user from an AD sync is enabled as a Group Administrator, they will not have to have these settings re-enabled after each sync.