Onboarding Mobile Transfer Client Users

Typing a host address, username, and complex password on a mobile keyboard can be frustrating. To make the onboarding process easier, EFT generates a single-click hyperlink each time a user is created (and when the password is reset) and includes that link in the welcome email generated by EFT and sent to the user. This link includes the information necessary to connect to EFT (host address, port, path, username, and password) in encoded format. When the user receives this link and taps (clicks) the link in their mobile or tablet device’s email client, the MTC app is launched (if installed) and automatically provisioned, giving the user access to files.

The link sent from EFT is encoded, but not encrypted. If you don’t want user passwords to be communicated via email, then modify EFT’s settings to only send the username. You will need to find another way communicate the user’s password.

To properly onboard users

• Make sure EFT’s SMTP settings are properly configured.

• Under the Site’s Security tab you must select the Enable option to e-mail users their login credentials check box.

• When you create a user (or change their password) you must select the check box E-mail login credentials to user.

• The credentials template file (CredentialsEmail.tpl) must include the #MTC_URL section and the MTC_LINK variable, which are present by default.

• The user must have the app installed prior to tapping on the MTC link. (The instructions in the welcome email will include this link.) When the user taps the link, the mobile operating system will associate the link with the MTC app, because it is registered to that particular link format.

• If MTC is not found, the operating system will display an error.

• If MTC is present, it will launch, decode the parameters, create a profile in MTC with those parameters, immediately connect to EFT, and display the user's directory listing.