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Role Definitions

RolePermissionsDescription
Organization Admin- Manage Organizations: Full control over organizational settings and configurations.
- Manage Instances: Can create, update, and delete any instance within the organization.
- Manage Memberships: Can add, update, or remove users and groups from the organization.
- Access All Content: Full access to all content, files, and folders within the organization.
- Manage Content Distribution Groups: Can create, update, and delete content distribution groups.
Highest level of administrative control within the organization. Responsible for overarching management and governance.
Instance Admin- Manage Instances: Can update instance details.
- Manage Instance Memberships: Can add, update, or remove users and groups from specific instances.
- Access Instance Content: Full access to all content, files, and folders within the instance.
- Manage Content Distribution Groups: Can create, update, and delete content distribution groups related to the instance.
- Perform Actions: Can perform actions like logging in to an instance.
Administrative role specific to individual instances. Responsible for managing instance-specific settings and memberships.
Content Admin- Manage Content Distribution Groups: Can create, update, and delete content distribution groups.
- Access Content: Full access to manage and distribute content within assigned groups.
- Override Permissions: Can override default permissions for content-related actions.
Specialized role focusing on the management and distribution of content within the system.
Member- Access Public Content: Can view and interact with public files and folders.
- Access Restricted Content: Can access restricted content if they are the owner or have been granted collaboration permissions.
- Limited Actions: Cannot manage memberships, instances, or distribution groups.
- Interact with Content: Can upload, edit, or delete content they own or collaborate on, based on permissions.
General user role with basic access rights. Can interact with content they have permissions for but lacks administrative capabilities.

Role Capability Comparison

CapabilityOrganization AdminInstance AdminContent AdminMember
Manage Organization Settings✓ Can update all organization settings
List Instances✓ Can list all instances within the organization✓ Can list instances they manage✓ Can list instances they belong to or have access via roles
Create Instance✓ Can create new instances within the organization
Update Instance✓ Can update any instance settings✓ Can update instances within their scope
Delete Instance✓ Can delete any instance✗ (Instance Admins cannot delete instances)
Restore Instance✓ Can restore deleted instances
Login to Instance✓ Can perform login actions on any instance✓ Can perform login actions on assigned instances
Manage Instance Memberships✓ Can add, update, or remove any user or group from any instance✓ Can manage memberships within specific instances
List Instance Memberships✓ Can list all instance memberships✓ Can list memberships within their instances✓ Can list their own memberships or collaborations
Create Instance Membership✓ Can create memberships for any user or group
Update Instance Membership✓ Can update any instance membership✓ Can update memberships within their instances
Delete Instance Membership✓ Can delete any instance membership✗ (Instance Admins cannot delete instance memberships directly)
List Assignment Groups✓ Can list all instance assignment groups
Create Assignment Group✓ Can create any instance assignment group
Update Assignment Group✓ Can update any instance assignment group
Delete Assignment Group✓ Can delete any instance assignment group
List Content Distribution Groups✓ Can list all content distribution groups✓ Can list content distribution groups related to their instances✓ Can list their own or managed content distribution groups
Create Content Distribution Group✓ Can create any content distribution group✓ Can create content distribution groups within their instances✓ Can create within their distribution group scope
Update Content Distribution Group✓ Can update any content distribution group✓ Can update content distribution groups related to their instances✓ Can update within their distribution group scope
Delete Content Distribution Group✓ Can delete any content distribution group✓ Can delete content distribution groups related to their instances✓ Can delete within their distribution group scope
Manage Collaborations✓ Can create, update, and delete any collaboration✓ Can manage collaborations within their instances✓ Can manage collaborations within their distribution groups✓ Can manage collaborations they are part of, based on permissions
List Collaborations✓ Can list all collaborations✓ Can list collaborations within their instances✓ Can list collaborations within their distribution groups✓ Can list collaborations they are part of, based on permissions
Create Collaboration✓ Can create any collaboration✓ Can create collaborations within their instances✓ Can create collaborations within their distribution groups✓ Can create collaborations if permissions are granted
Update Collaboration✓ Can update any collaboration✓ Can update collaborations within their instances✓ Can update collaborations within their distribution groups✓ Can update collaborations they have edit permissions for
Delete Collaboration✓ Can delete any collaboration✓ Can delete collaborations within their instances✓ Can delete collaborations within their distribution groups✓ Can delete collaborations they have permissions for (Editors cannot delete)
List Folders✓ Can list all folders within the organization✓ Can list folders within their instances✓ Can list folders they have access to
Create Folder✓ Can create folders anywhere in the organization✓ Can create folders within their instances✓ Can create folders they have permissions for
Update Folder✓ Can update any folder except restricted root folders✓ Can update folders within their instances✗ (Unless managing content distribution group folders)✓ Can update folders they own or have permissions for
Delete Folder✓ Can delete any folder except root folders✓ Can delete non-root folders within their instances✓ Can delete folders they own or have permissions for (Editors cannot delete root folders)
List Files✓ Can list all files within the organization✓ Can list files within their instances✓ Can manage files within their distribution groups✓ Can list files based on permissions
Create File✓ Can create files anywhere in the organization✓ Can create files within their instances✓ Can create files within their distribution groups✓ Can create files they have permissions for
Update File✓ Can update any file✓ Can update files within their instances✓ Can update files within their distribution groups✓ Can update files they own or have edit permissions for
Delete File✓ Can delete any file✓ Can delete files within their instances✓ Can delete files within their distribution groups✓ Can delete files they own or have delete permissions for
Manage Metadata Templates✓ Can create, update, and delete any metadata templates
List Metadata Templates✓ Can list all metadata templates✓ Can list metadata templates within their distribution groups
Manage Application Configurations✓ Can manage any application configurations/schemas✓ Can manage application configurations/schemas related to their instances✓ Can manage application configurations/schemas within their distribution groups
Manage Content Distribution Group Memberships✓ Can manage memberships in any content distribution group✓ Can manage memberships in distribution groups within their instances✓ Can manage memberships in their distribution groups✓ Can manage memberships if part of distribution groups
Access Collaborations✓ Full access to all collaboration views and actions✓ Access collaborations within their instances✓ Access collaborations within their distribution groups✓ Access collaborations based on their permissions
Access Folder Management✓ Full access to manage any folder✓ Manage folders within their instances, considering access type✓ Manage folders they have access to