Enable pushing EDI files from an external system to the Hosted~FTP~ account for download access either by a user or another system.
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
|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)
|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
|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||