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Table of Contents

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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

User Guide

User Guide

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General

General

The General tab contains the following options:
Group Name
A unique name for the Web User Group.
Description
The optional description for the Group.
Protocols
The protocols to which the members of the Web User Group have access.
Share Drive
This option allows members of the Web User Group to use the Shared Drive file system for collaboration, sharing and synchronization of documents.
Shared Drive Access
When Shared Drive is enabled, you can select the access level for the Web User Group members:
  • Full Licensed User: Members of this Web User Group can read, write, modify, delete, upload, download, synchronize files, and share files in Shared Drive.
  • View Only: Members of this Web User Group can only read and download files that are shared with them by other Web Users.
Shared Drive Disk Space Limited
Disk quotas can be used to control the maximum Shared Drive storage space allowed for a Web User Group. If a Web User attempts to upload a file which would exceed their disk quota,
Managed File Transfer
 will cancel the transfer and return an error to the Web User.
Shared Drive uses the following rules to determine what is counted towards a Web User's maximum disk quota:
  • All files and folders located in the user's Shared Drive workspace
  • Files that are shared to a user when the user has accepted the shared file
  • Files that have been deleted to the Trash Bin
  • When multiple revisions of a file are available, only the current revision of the file is counted towards a user's disk quota.
    There are three options available on the Disk Space Limited field:
    • Blank (not specified): The Web User will have unlimited disk space, unless disk space is limited at the Web User Group level. This option is preferred when you want to control disk quotas from the Web User Group this user belongs to.
    • Yes: The disk space is limited for the Web User. When Shared Drive disk quotas are specified on both the Web User and Web User Group level, the highest value will be used. If the Web User Group this user belongs to does not have a disk limit (by selecting "No" on the Disk Space Limited field for the Web User Group), this user will be unlimited. If the Shared Drive Disk Space Limited field is unspecified on the Web User Group level, this user will be limited.
    • No: This user does not have a disk quota. This setting will take precedence over any limit specified on the Web User Group level.
Shared Drive Disk Space Limited
The maximum amount of disk space available for the Web User Group in Shared Drive.
Secure Folders
The Secure Folders option provides Web Users the ability to work with authorized network folders and files from within the browser-based File Transfer Portal. This feature can also be enabled at the Web User Group level.
Send Secure Mail
This option allows Web User Group members to send Secure Mail through the File Transfer Portal.
Send Invitations
Web User Group members logged in to the File Transfer Portal can invite other individuals to self-register when this option is active.
View Activity Report
This option allows Web User Group members to view their own activity report from the
Managed File Transfer
 File Transfer Portal. Web Users will be able to view login activity, along with file upload and download information.
Max Concurrent Sessions
The total number of active sessions a Web User Group members can have open at any one time across all available services. If this field is left blank, the Web User is permitted to have unlimited concurrent sessions.
Allow Users to Change Password
This option makes a Change Password link available at the top of the page in the File Transfer Portal for members of the Web User Group.
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