Users Tab

Description: Only available on account administrators, operations admins and group admins web consoles. Use the Users tab to create new managed users and users, configure user settings, import users and create and set up groups. The Users tab is not available on personal accounts.

What is a user?
A user can send mail to any email address and create folders that can be shared with others.
Users Tab

Types of users

Description: There are 5 main types of users that help differentiate authority and control in your account.
Types of Users

Type Description
Admin Owner of the account. Full access/Permissions. Contains all features i.e create operation admins, users, managed users, setup and configure user settings and has access to branding and account tab (billing).
Operations Admin: Full access/Permissions. An ability to create, setup and configure users and managed users. No access to the account tab (billing)
Group Admin A group admin can create users only in their specific group and assign account storage and bandwidth limits to the overall group.
User Full access/permissions. Can manage own account settings/credentials, create contacts, use the plugin, send and request (i.e receive files) from any email address.
Managed User Full or read-only access on folders and files. Can create contacts, use the plugin, send and request (i.e receive files) from any email address.

 Users tab interface

The home link allows you to review your current list of users, user status, and usage. Add, configure and delete users or import multiple users simultaneously.

Feature Description
Search Search for a specific user by name, username or email address.
Users List View all current users and their name, username, email address, storage, bandwidth, if 2 step authentication has been enabled and quota limits and usage.
User A user in your account. Click to view, manage or delete user settings and information.
Add Add a new user by email address or by upgrading an existing contact. Sends an activation email to the user enabling them to log in. Full user options are available by clicking the user after completion.
Add Username Create a custom username and password. It does not require an email address. Full user options are available after user completion.
Import Users Add multiple contacts, users or shared folders simultaneously.

User settings

Additional settings appear after the login credentials have been finalized and saved.
Add Username

Feature Description
Login by proxy using the admin password and gain full access to a user’s account.
Change Username Change username used to access the user’s account.
Password Change Change the password used to access the user’s account.
Email i.e Add Link an email address to this user to enable email notifications. Sends an activation email to the user allowing them to log in.
Time Zone Specify the time zone for the user
(affects time stamps for logs).
Country Specify the geographic location for the user.
Language Specify the language of the user.
Signature Create a signature to appear at the end of each message you send. This account level signature typically contains references to confidentiality, privacy, copyright policy and general contact information.


Advanced Options

Scrolling down the user’s settings you will find the advanced options list. Add additional security features, configure storage and bandwidth quotas, link an email, specify the default FTP folder, set up notifications, show imports in specified folders and set up public keys.
User Options

Feature Description
Active Activate or deactivate the user. Deactivated users will no longer have account access via a web browser or FTP client.
Admin Make the user an admin. User admins have full access/permissions and include all features including the ability to create new users and managed users.
Force FTPS/SFTP Force user to connecting using secure FTPS or SFTP protocols when using an FTP client.
Add a Storage Quota Limit the maximum amount of storage a user can occupy in your remote site.
Add a Bandwidth Quota Limit the maximum amount of bandwidth a user can use in your account.
Delete mail after


Show mail in the FTP Folder

Deletes mail events (located in the Home tab) after a certain amount of days.

Reveal all mail events in a specified folder. This folder will appear in your root directory.
Default FTP folder Force the user into a specific folder upon login using a web browser by specifying the default FTP folder i.e: hosted FTP.

NOTE: User will still need to specify default remote
directory/default FTP folder in FTP client.
Save import results in FTP folder Enable and specify import results into a specified folder.
Notify me when (Sent, received, both) Enable notifications upon successful sent and/or received mail event.
Ask a security question during a password reset Specify a security question and answer upon password reset to add additional security measures.
Add an attachment with download instructions Adds download instructions to every sent file. Recipients will receive the download instructions in their email inbox.
(only works for recipients that have an email specified)
Use a public key for SFTP authentication Enable and set up PKI keys for this user.

Getting Started
Signing up for a Free Trial
Basic steps to Setup
Purchasing your account
Choosing the right account type: Enterprise and SMB
Logging into your account
How to login with a Web Browser
How to Login to an FTP client via FTP
How to Login to an FTP Client via SFTP
Logging in by FTP URL with Username and Password
Reset and change your password
How to Update an Expired Password
Administrator Initial Setup
Account-level options
Force Secure Protocols only (FTPS/HTTPS/SFTP)
Enabling a Password Policy
Enabling CJIS Compliance Policy
Add IP whitelisting
Configuring Web Access
Configuring FTP/SFTP Access
Implementing Multiple Administrators
Adding branding to your account
Branding Contact Logins
Creating a Custom Subdomain (
Web Interface
Home Tab
Files Tab
Contacts Tab
Users Tab
Plugin Tab
Setup Tab
Adding a User or Contact
Adding a Contact by Email Address
Add a User by Email Address
Add a User by Username
Using Groups
Account setup PDF Guides (*.pdf)
Activated Account Limits
Shared Folders
Configuring for Restricted Shared Folders (FUSN)
Creating Folder Structures for Sharing
Detailed Steps to Sharing Files/Folders
Managing Shared Folder Privileges
Add real-time notifications to uploads/downloads
Audit logs and Real-time Reports
Using Real-time Reports
Example Report Filters
More Example Report Filters
Exporting a Report
Enable audit logs for logins, file transfers, and deletes
Accessing and viewing your audit logs
Steps to sharing the logs folder
Anonymous Access
Creating A Public Link
Anonymously Sharing Files and Folders
Transferring Files
Uploading Files by Web Browser
Uploading Files by FTP Client
Download your FTP/SFTP server files from any browser
Download files with an FTP client
Using the Send function to securely send files through a web-based link
Using the Send function from your Files tab
Managing Mail Events (Send and Receive function)
Drag & Drop
Uploading Multiple Files with Drag and Drop
Enabling Drag & Drop on Legacy IE Browsers
Website Plugin
Integrating the Upload Plugin into your Website and Business
Web Plugin Overview and Guide
Plugin Brand Customization
Embed the Plugin into Your Website
Adding Additional Security (CAPTCHA, Password)
Security and Compliance Info
Security Model Overview
Security Model Details
Multi-Factor Authentication
MFA Initial setup for a standard user by Admin
MFA by User (Multi-Factor Authentication)
MFA reset on managed user
MFA reset on a standard user
Configuring Single Sign-On (SSO) for your account
Configuring Okta with OpenID
Configuring AzureAD with OpenID
Enabling Single Sign-On (SSO) for user logins
Certificate & Host Key Info
SSL Certificate Info
Trusting the Hosted~FTP~ SSL Certificate
SSL Server Test
FTPS Host Keys
SFTP (RSA/DSA) Host Keys
Configuring PKI Support
Compliance Info
WCAG 2.0
Bundle Features
Hosted~FTP~ vs. AWS Transfer Family
Group vs. Enterprise bundle features
Enterprise T1 vs. T2 Bundle Comparison
Enterprise T2 Plan Features
Different user types and function comparisons
Difference between users and contacts
Sync Feature
Configuring a Sync to SFTP Gateway
Configuring a Sync to S3 Gateway
Regular expressions with Sync feature
File Retention Policy
Configuring a File Retention Policy
File Retention Policy Examples
Account Management
Purchasing your account
Payments & Billing
Choosing a payment plan
Renewing an expired account
Changing a Bundle or Payment Plan
Changing Credit Card Information
Reviewing billing statements
Trial Account Limits
How is Storage Calculated?
Reviewing account resources and usage
Switching Account Bundles
Changing the Account Administrator
Administrator Access to User Accounts
Cancelling an Account
FTP/FTPS/SFTP Connections
Hosted~FTP~ IP Addresses
SFTP (RSA/DSA) Host Keys
Connect with Plain FTP
Connect with Secure FTPS/SFTP
Connecting with an FTP Client
Command Line (CLI)
How to connect to your remote site using the command line
How to login to SFTP with one line on Linux
Understanding FTP commands in the command line
Connecting through SFTP by Command Line (CMD)
Using PKI keys to connect to Hosted~FTP~ on linux
Importing PuttyGen PKI Keys to Linux
FTP/FTPeS command line error codes and their meaning
Windows Network Locations
Add Network Location Windows XP
Add Network Location Windows 10/8/7
Connecting from a Mac Computer Terminal
Using Filezilla with FTP/FTPS
Using FileZilla with SFTP
Connecting to WebDrive
Using WebDrive
Installing WinSCP
Uploading & Downloading with WinSCP
WinSCP Scripting
Executing WINSCP script from a saved site
Executing WINSCP script without a saved site
Transfer new and updated files only
Backup Scripts with WinSCP
Keep Folders up to date
Uploading & Downloading with AndFTP
Searching, Resume Support & Third-party Sharing with AndFTP
FTP, SFTP Use Cases in Industries
EDI document transfers
Integrating the Upload Plugin into your Website and Business
Real Estate
Call Center
Best Practices
Use Cases
Exporting EDI files to FTP for download
User Optimization
Create a Managed User
Giving a User Read-only Access
Giving a User Full Access
Default FTP Folder Destination
Set a 0GB Storage Quota
Deleting a User and Keeping their Files
Importing Multiple Users & Shared Folders
Importing Users in Bulk – Syntax and Definitions
Importing Restricted Shared Folders in Bulk – Syntax and Definitions
Detailed Steps and Example Templates for Importing
Exporting a User List
Combine multiple audit logs
Managing FTP Files and Storage in your Account
Moving Files from a User to an Administrator
Video Tutorials
Web Interface
Home Tab
Files Tab
Web Plugin
AndFTP – Connecting, uploading and downloading
AndFTP – Searching, resume support and third-party sharing
WinSCP – Downloading, Installing and Understanding
WinSCP – Connecting with FTP, FTPS, SFTP, uploading and downloading
WinSCP Backup Script
Cyberduck– Connecting with FTP,FTPS, SFTP, Uploading and Downloading
Cyberduck– Quick Look, Transfer Queue and Synchronizing
Cyberduck – Bookmarks, Editing and using Multiple Connections
FileZilla -Downloading, Installing and Understanding FileZilla
FileZilla – Connecting with FTP, FTPS, SFTP and uploading and downloading
FileZilla – Importing/Exporting Site Connections, Editing and Logs
FileZilla Tools – Bookmarking, Searching, using Multiple Connections
Our FTP Client Reviews
Desktop FTP Client Summary
Mobile FTP Client Summary
PSFTP Review : Our Rating 7.5/10
NetDrive Review: Our Rating 8.5/10
Filezilla Review: Our Rating 9/10
AndFTP Review:Our Rating 7.8/10
ES File Manager Review: Our Rating 5/10
FTP Ready Review:Our Rating 5/10
FTP On The Go Review:Our Rating 8/10
CyberDuck Review: Our Rating 9/10
Classic FTP Review: Our Rating 8/10
WebDrive Review: Our Rating 9.5/10
Fling FTP Review: Our Rating 9/10
SmartFTP Review: Our Rating 7/10
MultCloud Review: Our Rating 10/10
Hosted~FTP~ Quota Messages and Definitions
FTP/FTPeS command line error codes and their meaning
Troubleshooting FTP in the command line and common errors.
No matching host key found
Storage Quota Notification: Remedial action
Troubleshooting FTP in the command line and common errors.
Troubleshooting “Can’t verify publisher”
Troubleshooting Drag and Drop
Drag and Drop Troubleshooting for Mac
Troubleshooting FTP/SFTP client connection problems
Troubleshooting slow upload speeds on Windows
No matching host key found
File not visible to admin
File uploaded successfully but not visible in account
Usernames – Guidelines and Restrictions
Download Center
Contact Sales & Support
Joining GoToMeeting by Browser
Joining GoToMeeting by Client