Documentation
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
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.