Configure an actor 🚀

To transfer data within systems, actors need to be configured with specific settings, which include:

Users and groups that can access the system.
The Virtual File System (VFS) the actor will access.
The processes for handling received or sent data.
Interactions with other actors when retrieving, sending, receiving and making files available for collection.

To proceed with this configuration, go to the Actors page and either click the name of the actor or the icon to the right of the actor in the list of results and choose the Edit option.

The details of the selected actor will be displayed on a new page.

In the upper part of the screen, you will see the Image, Name, Description and if the actor is assigned to a Group or not. You can edit these details by clicking the icon or delete it by clicking the icon. Both icons are located at the top right of the page.

The real configuration starts in the main section of the page, which is composed of 6 tabs:

Follow the links for a description of the tabs.

Options of the Actors page

The Actors page is also equipped with a navigation bar and a panel with filters.

The navigation bar is located at the top of the list of results and offers:

Buttons to jump to the First, Previous, Next, and Last page.
Ability to set the number of items that you want to display on each page choosing among 10, 20, and 50 items.
Ability to refresh the list.

The filters panel is located on the right of the screen and can be used to search for actors by:

Actor Name: enter the name of the actor or a part of the name you are searching for and press Enter on your keyboard or the Apply button. The edit box is case-insensitive. The search can be run even if you enter one single character – letter or number. Boolean searches are not supported.
🚀 Actor Description: enter the description of the actor you are searching for and press Enter on your keyboard or the Apply button. The edit box is case-insensitive. The search can be run even if you enter one single character – letter or number. Boolean searches are not supported.
Actor Type: select the type of actor you want to retrieve – Application and/or Partner – and then click the Done button. The chip or chips of the actor type will appear.

To run the query, click the Apply button. The result list will be updated with the actors satisfying the filters you have specified. To remove all filters in one go, click Clear all at the top-right corner of the filters panel. To remove a specific value, click the x in the chips or in the Actor edit box.

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Last updated 21 days ago

Options of the Actors page

The Actors page is also equipped with a navigation bar and a panel with filters.

The navigation bar is located at the top of the list of results and offers:

Buttons to jump to the First, Previous, Next, and Last page.

Ability to set the number of items that you want to display on each page choosing among 10, 20, and 50 items.

Ability to refresh the list.

The filters panel is located on the right of the screen and can be used to search for actors by:

Actor Name: enter the name of the actor or a part of the name you are searching for and press Enter on your keyboard or the Apply button. The edit box is case-insensitive. The search can be run even if you enter one single character – letter or number. Boolean searches are not supported.

🚀 Actor Description: enter the description of the actor you are searching for and press Enter on your keyboard or the Apply button. The edit box is case-insensitive. The search can be run even if you enter one single character – letter or number. Boolean searches are not supported.

Actor Type: select the type of actor you want to retrieve – Application and/or Partner – and then click the Done button. The chip or chips of the actor type will appear.