Use Case: #
Enable pushing EDI files from an external system to the Hosted~FTP~ account for download access either by a user or another system.
Solution: Setup a “restricted shared folder” #
- The admin creates a folder on the Files tab and then creates a Username for the EDI system to “push” files. The folder is shared with the EDI Username and the admin can retrieve the files uploaded from the admin username.
Description/Steps #
Follow the steps below to create a folder and user infrastructure. In this example, a system with a username EDI-downloader will have only read access to the EDI Orders folder to view and download files. The folder owner will receive real-time notifications whenever a file is downloaded from that folder.
| Login as the Admin to your Account > Files tab |  |
| Create a Folder structure that fits your use case needs
*It is recommended to create a base company folder in the case you want to share the entire database to another admin/user |
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| Go to the Users tab > Click on Add Username |  |
| Create a user for the client/system/employee by inputting a username, name, and password and Save.
*It is recommended to select our best practice options (see image) |
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| Go back to Files tab > Click on the folder you want to share > Click on the Share button on the right |  |
| Opening the sharing settings > Click on Add Contacts > Select your desired user(s) and permissions
In this use case, we will be selecting “Read” access. This gives the user only the ability to view and download from the folder |
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| Select the settings for real-time notifications if desired (for you and for each user) > Save |  |
| Now the user has access to the EDI Orders folder and can only view and download the EDI files | 
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