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Features

Reference index of features, with links to detailed documentation. Use this page to find where each capability is documented.

Authentication and account

Feature Description Documentation
Sign in / Sign out Log in with your invited account or SAML; log out from the user menu Dashboard login
Accept terms of service View and accept terms during login or on the standalone terms page Terms of service
Accept organization invitation Open invite email, set password, then sign in to join the org Managing your organization
Account profile View and update profile; notification preferences; delete account Dashboard profile/settings
MFA Enroll in MFA when required by your organization Security at stellarbridge

Dashboard and operations

Feature Description Documentation
Overview Metrics, today timeline, priority queue (transfer preview) Dashboard Overview
Transfer Studio Usage; list transfer requests; create transfer request (upload link for recipient) Transfer a file, Public links
Transfers History and requests; protect/unprotect; delete; lock-to-org; custody report Transfer a file
Drive Browse projects and folders/files; create folder/file; rename or move; delete; upload/download; share link; policy attachments; policy evaluate; custody report Using the Drive
Forms Create form catalog; edit fields; publish shareable links; collaborators; view responses Forms

Policies and control

Feature Description Documentation
Policies List (org-wide, including org-catalog and partner-catalog policies); create under org or partner catalog; view, update, delete; versions; activate; export/import; policy evaluate Managing policies, Writing policies
Groups List, create, view, update, delete groups; manage group members (identities) Dashboard Policies / Groups
Partners List, create, delete partners Dashboard Partners
Projects List (org-wide: org-only projects and partner-linked projects); create org-only or with partners; update partners on partner-scoped projects only; delete Dashboard Projects
Identities List, create, update, delete identities; rotate API key; policy attachments on identity Dashboard Identities

Organization and settings

Feature Description Documentation
Organization Create org; org panel; manage users (add, remove, disable, enable); invites; org transfers, events, invites; transfer org lock; password reset; MFA compliance; data custodians Managing your organization
Organization settings SAML SSO, TOTP requirement, domain invite-only, lock-to-org by default, password rules Managing your organization
Tags Manage the org tag catalog in Settings; assign, remove, and filter tags on Drive files and folders Tags, Using the Drive
Forms (beta) Enable the Forms tenant feature under Settings → Beta; org-scoped form catalog, publications, and responses Forms
RBAC List org roles; get, add, or remove user roles by email RBAC, Managing your organization
API keys List; create; revoke; rotate one or all; delete Dashboard Settings / API keys
Networking List, create, update, delete network rules for the org Dashboard Settings / Networking

Support and gate

Feature Description Documentation
Gate approval Approve a gate request using a one-time token (admin-in-the-loop) Gate approval
Notify policy denial When access is denied by policy, send denial context to org admin by email Gate approval

Public (unauthenticated)

Feature Description Documentation
Public download Open link by transfer UUID; view download info; get presigned URL and download Public links
Public drive share Open share link by token; view share info; get presigned URL and download Public links
Public upload Open upload link by request UID; view request info; upload files to fulfill request Public links
Public form submit Open form link by publication token; view fields; submit answers without an account Public links

Audit

Feature Description Documentation
Audit View organization events and transfers (admin/audit view) Audit logging, Export logs to SIEM

Drive

Feature Description Documentation
Secure Viewer Beta; server-rendered pixel-stream preview for supported Drive files; watermark (viewer email, timestamp); policy DRIVE_SECURE_VIEW Secure Viewer

User flows

High-level flows that combine the features above:

  • Sign in — Open the sign-in page → enter email and password → complete MFA if your organization requires it → accept terms if prompted → dashboard.
  • Accept terms — Terms modal or page → read → accept → backend records acceptance → continue (e.g. dashboard).
  • Join via invitation — Admin sends invite → invitee opens email → sets password → signs in → dashboard (see How invitations work).
  • View and use Drive — Open Drive → select project → browse folders/files; create folder/file, upload, download, rename, move, delete; attach policies, run simulate, custody report; share file (email).
  • Create transfer request — Transfer Studio → create request → backend returns upload link → share link with recipient → recipient uses public upload to upload.
  • Manage transfers — Transfers → history and requests → protect/unprotect, delete transfer, lock-to-org, delete request, custody report.
  • Manage policies — Policies → filter by catalog (organization or partner) → create policy, edit versions, activate version, export/import, run evaluate.
  • Manage organization — Organization → users and invites; org settings (SAML, password rules, etc.); RBAC; data custodians; network rules.
  • Public download — Recipient opens download link (UUID) → file info → download → presigned URL.
  • Public drive share — Recipient opens share link (token) → file info → download → presigned URL.
  • Approve gate — Admin receives email with gate-approve link → open link (one-time token) → gate-approve API → request approved.
  • Collect form responses — Enable Forms under Settings → Beta → create form and fields → publish shareable link → recipient submits via public form page → review responses in Forms.