How to Make a Username and Password Portal for Uploading Filrs

Adding, Editing, and Deleting Users

Users: The Basics

Users are alternate logins to your ExaVault business relationship. When you create user accounts, you grant other people admission to the contents of your business relationship. Users can log in using web browser or Desktop FTP clients.

In social club to provide access to your business relationship, you can either create a share or create users. More often than not speaking, you'll desire to create a user:

• if yous want to requite someone, such as an employee, ongoing access to your account, or a part of your business relationship.
• if yous want to let someone create and manage shares, view sharing action, manage notifications, modify business relationship settings, etc.
• if you want to requite someone access via FTP or SFTP.

Users may be total access, or may be restricted to:

• Only log in to a specific sub-binder.
• Let (or not) downloading files.
• Let (or not) uploading files.
• Permit (or non) managing files and creating new folders.
• Permit (or not) listing and viewing files on the server.
• Allow (or non) deleting files on the server.
• Allow (or non) undeleting files on the server.
• Allow (or not) sending files and creating shared folders.
• Allow (or not) setting upwards notifications.
• Allow (or not) changing of their login password.
• Allow (or non) encounter the custom information associated with a receive folder.

Setting Up Users

To access the users folio:

one. Log in to ExaVault file manage as the main account user or as an admin user.

2. Click theUsers link in the menu bar.

On the users page, you will see an overview of all of the user accounts that you have created.

• To add together a new user, click theADD NEW USER button.
• To edit an existing user, click theEdit User button in the drop-downwardly menu next to the user yous wish to edit.
• To delete a user, click theDelete User push in the drib-down menu side by side to the user you wish to delete.

Adding a User

To add a user:

1. Log in as the primary account user and click on theUsers tab.

2. Click on theADD NEW USER button well-nigh the height of the screen.

iii. Make full in the username, nickname, electronic mail address, password, and other details.

iv. Click thePERMISSIONS tab if you lot need to gear up a home folder or assign specific permissions to the user. Consummate any permissions changes.

5. Click theSAVE CHANGES button.

If you take reached the maximum number of users for your plan, y'all will be unable to add additional users unless you upgrade your program.

The user will be added to the users view and will be able to log in immediately.

When you add a user, yous will see a window where you lot may enter the following details:

Username

The username that they will apply to login

Nickname

A meaningful name for you to help yous remember who uses this login

E-mail

The electronic mail address for this user (so yous can contact them)

Transport Welcome E-mail

Enabling this choice will ship an email message to your new user, informing them that their account has been set and including the address to log into the server. The welcome letter of the alphabet will include a link for the user to ready a countersign. If you disable permission to change the password, you will demand to provide the password to your user directly.

Password

The password for this user

Expiration

Date of expiration for this user. The user cannot log in to the account starting on the expiration date.

Permissions

The actions that the user is allowed to do on your account

Home binder

The directory that the user volition automatically log into when they connect. Users restricted to a home folder will take no access to any files outside of that folder.

Lock this user

Enabling this pick you will lock the user in case if you don't desire to give him access to files, but don't want to delete it.

Onboarding enabled

Enabling this option will let this user see introductory tips on how to employ the account.

The user expiration characteristic is not bachelor in some plans. To utilise this feature, you volition demand to upgrade your account plan.

Usernames can be just about anything yous like, merely be aware of these restrictions:

• Usernames must be alpha-numeric and a minimum of three characters.
• Each username must be unique. For example:
  - You cannot accept two accounts with a username of fred.
  - The username fred may only ever log into ane FTP account.This ways that if another ExaVault customer has created an account for fred, you may non also make an account for fred
  - You lot may find it easiest to use an email accost every bit a username.

Managing User Roles and Permissions

On the permissions tab of the user setup screen, you take the option to determine whether the user account is an admin user or a normal user. For normal users, you tin can restrict the user to specific activities as well every bit restrict the user to an assigned home directory.

• User - Normal users may be limited in ways that admin users are non, such every bit being restricted to a habitation folder. Normal users may not view activity logs, user accounts or rebranding options.
• Admin - Admin users have all of the same rights as the master user of the account. Admin users as well have full add/delete rights to all folders.

For a normal user, yous also have the option to toggle the post-obit permissions ON and OFF:

Upload files and folders

The user will exist able to upload files and create directories.

Download files and folders

The user will be able to download files.

Delete files and folders

The user will exist able to delete files and folders from the server.

Undelete files and folders

The user will exist able to access the trash can to review and/or restore whatsoever deleted items from the past xiv days.

Modify(new folder, rename, motility, copy)

See files and folders

When enabled, this user will exist able to come across files and folders. If disabled, the user will log in and see an empty screen, even if files and folders are nowadays.

Create notifications

The user will be able to ready email notifications to exist sent to the email address linked to the user account.

Change their own password

The user will be able to change their personal password on the My Account folio.

View grade data

This field allows the user to run into the custom form data associated with a receive folder.

Delete grade data

The user tin delete the custom form data associated with a receive folder.

Setting a User's Habitation Folder

The home folder is the "base" directory for a user who is not an admin. When a user logs in, the user will be taken directly to that binder and will not come across whatever files or folders outside of the home folder.

To modify a user's home directory:

1. Click thePERMISSIONS tab, either while y'all are adding a new user or while editing an existing user.

ii. Click thechange link nether theWhat is this user'southward home binder? question.

three. Click the folder that you lot want to set as the user's home folder. You lot can also create folders by clicking theNEW FOLDER button.

4. Click theOK push to salve the abode binder setting.

Avant-garde Usage: Nested Sub-Directories

A useronly has access to the home folder you specify,as well equally whatsoever folders underneath that folder. Y'all can use this to your reward. Consider the following instance:

fred-flint

/clients/fred-flint

barney-rubble

/clients/barney-rubble

In this case, theclients user will have access to both Fred & Barney'southward folders. Nevertheless, Fred & Barney will merely exist able to accesstheir own folders and volition non be able to admission each other'south folders (or whatsoever folders for other clients).

Some Final Notes About Home Directories

• Y'all may create multiple users with the same home directory.
• When a user is deleted, it does not  delete the data in the user's home directory, and then you may safely add or change users without affecting data on the server.
• You lot cannot remove a folder in the file manager if that binder is (or contains) the dwelling house directory for a user.

Editing a User

Editing a user is very like to calculation a user. When you click the Edit button, the user entry opens for editing.

To edit a user:

1. Click on theEdit User button in the drib-downward menu located next to the user entry you desire to edit.

2. Edit the user'due south details.

3. Click theSAVE CHANGES button to save your changes.

Deleting a User

To delete a user:

1. Click on theDelete User button in the drib-down menu located next to the user entry you desire to delete.

2. Click theDELETE button to confirm deletion.

Locking a User

Locking a user will disable that user's access to all services while nevertheless allowing you to reserve the username. Locked users will receive an error when attempting to log in to the system.

To lock a user:

• Click on theLock User button in the drop-down carte located next to the user entry you want to disable.
• To disable an account on a specific date, click theadd expiration link while editing a user and pick the expiration date.

To re-activate a locked user:

• Click on theUnlock button in the drop-down bill of fare located side by side to the user entry you lot want to brand active.

Login every bit User

As an admin, if yous wish to test that a particular user business relationship has the correct rights, you lot tin can click theLog in as user link below that user's username. You will be logged out of the file director and automatically logged in every bit that user.

Searching For A User

Has your users' list gotten as well long? You can use the search feature to quickly locate specific users. At the top of the screen, yous'll see aSearch users… box. To search, blazon the text y'all want to notice in that box and then printing Enter. When you press Enter, the screen will brandish all of the matching users. Matching users will accept the search text in or more than of the post-obit fields:

• The nickname
• The username
• The e-mail address
• Their dwelling folder

To return to the normal listing of users, click thearticulate results link to a higher place the search results.

Username Uniqueness

When adding a new user, you might get the post-obit message: "This username has already been taken by another account"

This message means that username was already taken by some other business relationship in our system. All usernames must be unique beyond all accounts in our arrangement. Then if another customer took username 'sally', y'all can't create user 'sally'.

It works that way because FTP usernames are global – when you connect and say "my username is 'sally'", our servers don't know whether you want 'sally' connected with your account or the 'sally' connected with somebody else'due south account.

One thing you tin practice when creating names is to apply email addresses as usernames. The chances that another company is working with users who have the same electronic mail address every bit your users is very small. Some other choice when creating usernames is to utilise some sort of standard prefix, so 'emerge' is created as user 'mycompany_sally'.

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Source: https://www.exavault.com/docs/users-add-edit

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