Setup Example #3: Create Groups of Different Permissions

This example shows how to assign different permissions to different project members. The configuration in this example is as follows:

  1. Prepare the nodes, endpoints and the Console user accounts.
    • Add a managed or unmanaged node with an endpoint for transfer: project@1.2.3.4
    • Add a managed or unmanaged node with an endpoint for transfer: project@5.6.7.8
    • Add a Console user: admin1
    • Add a Console user: member1
    For more information on the tasks listed in this step, see Adding Nodes to Console, Adding Unmanaged Nodes, and Creating Console Users.
  2. Create a group for the project administrator.

    Go to Groups from the Console menu and click New Group. Enter the group's information and click Create.



    In the Group Maintenance page, click the Transfer Paths tab. Enter the following information:



    Item Description
    Endpoint1 project@1.2.3.4
    Direction to / from
    Endpoint2 project@5.6.7.8
    Options Select All.

    Click Create.

    In the Group Maintenance page, go to the Members tab and add the user admin1 into this group.



    For more information on the tasks listed in this step, see Creating Console Groups.
  3. Create a group for the project members.

    Go to Groups from the Console menu and click New Group. Enter the group's information and click Create.



    In the Group Maintenance page, click the Transfer Paths tab. Enter the following information:

    Item Description
    Endpoint1 project@1.2.3.4
    Direction to / from
    Endpoint2 project@5.6.7.8
    Options Check these options:
    • Start Smart Transfers
    • View Transfers started by others
    • Opt-in to email notifications

    When finished, click Create.

    In the Group Maintenance page, go to the Members tab and add the user member1 into this group.



    For more information on the tasks listed in this step, see Creating Console Groups.
  4. Create a Smart Transfer template with the project admin account.

    At this point, both Console users should have the proper permissions. Use the project admin account (admin1) to create a Smart Transfer template.



    When the user admin1 creates and share a Smart Transfer template, member1 will be able to execute the Smart Transfer template.

    For more information on the tasks listed in this step, see Sharing a Smart Transfer
  5. Execute the Smart Transfer with the project member account.

    The Project member group, which has the same Transfer Path as the Project admin group, has access to the shared Smart Transfer templates. Go to Transfer from the Console menu, the Project member will see the Smart Transfer template listed in the Saved Smart Transfers table.