Specify the User Name Policy on the Web User Settings page. Any new Web User names must meet this criteria. The Prohibited Special Characters are important as the Web User name is used to create a folder on the server for that account. Some special characters are not permitted in the folder names on most platforms.

Configure the Login Methods that each email filter group will use. The Login Methods are subsequently used when configuring the Web User Template. If Web Users will authenticate with the

Managed File Transfer

Login Method, their password must conform to the Web User Password Policy. If LDAP, Azure Active Directory, Windows Active Directory, or IBM i options are used, Web Users will be prompted for their existing credentials.

Create a Web User Template for each type of Web User who might self-register. The Web User Template will define the access and services permitted for each new Web User.

Define the Web User Self-Registration filters below. To access the Web User Self-Registration page, log in as an Admin User with the Security Officer role. From the main menu bar, select

Users

, and then click the Web User Self-Registration link.