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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 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. 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 user’s account.
Password Change Change 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

Manage user settings. 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 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 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.
U 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
Logging in with a Web Browser
Logging in with an FTP/FTPS/SFTP Client
Logging in by FTP URL with Username and Password
Reset and change your password
Administrator Initial Setup
Audit logs for logins and file transfers
Enable audit logs for login and file transfers
Accessing and viewing your audit logs
Adding branding to your account
Branding Contact Logins
DNS Configuration for faster transfer speeds
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
Administrator Access to User Accounts
Creating A Public Link
Sending and receiving files by secure email link
Creating contact lists for bulk emailing
HostedFTP email notification IP addresses
Account setup PDF Guides (*.pdf)
Shared Folders
Restricted Shared Folders
Configuring for Restricted Shared Folders (FUSN)
Creating Restricted Shared Folders
Creating Folder Structures for Sharing
Detailed Steps to Sharing Files/Folders
Managing Shared Folder Privileges
Add real-time notifications to uploads/downloads
Anonymous Access
Creating A Public Link
Anonymously Sharing Files by URL
Sharing folders and files anonymously
Transferring Files
Uploading Files by Web Browser (Max 2GB)
Uploading Files by FTP Client (Up to Max File Size)
Download your FTP/SFTP server files from any browser
Download files with an FTP client
Website Plugin
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
MFA (Multi-Factor Authentication)
Add IP whitelisting
Enabling a Password Policy
Certificate & Host Key Info
SSL Certificate Info
SSL Server Test
FTPS Host Keys
SFTP (RSA/DSA) Host Keys
Configuring PKI Support
Compliance Info
WCAG 2.0
Bundle Features
Group, Enterprise, T2, T5 bundle features
Different user types and function comparisons
Difference between users and contacts
Drag & Drop
Using drag and drop to send multiple files and folders
Drag and drop to upload multiple files and folders
Account Management
Purchasing your account
Payments & Billing
Choosing a payment plan
Renewing an expired account
Changing a Payment Plan
Changing credit card information
Reviewing billing statements
Trial Account Limits
Activated Account Limits
How is Storage Calculated?
Reviewing Account Storage Usage
Switching Account Bundles
Changing the Account Administrator
Cancelling an Account
FTP/FTPS/SFTP Connections
Hosted~FTP~ IP Addresses
Connect with Open 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
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 Explorer
How to setup an FTP server with Windows Explorer
Setting up Windows Explorer FTP on Windows 8
Connecting from a Mac Computer Terminal
Using Filezilla with FTP/FTPS
Using FileZilla with SFTP
Connecting to WebDrive
Using WebDrive
Installing WinSCP
Backup Scripts with WinSCP
Uploading & Downloading with WinSCP
Uploading & Downloading with AndFTP
Searching, Resume Support & Third-party Sharing with AndFTP
Industry Use cases
Call Center
Real Estate
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
Importing Multiple Users & Shared Folders
Importing user and shared folders
Import templates for users and shared folders
Force Secure FTPS/SFTP Connection on Users
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
FireFTP Review : Our Rating 7/10
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
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
Release Notes
New Release Communique
Schedule Maintenance Overview
Contact Sales & Support