User Management

The User Management page displays information about defined user accounts, and allows you to add, edit, and delete users.

To create a user

1. Click Add User. The Add User to [MySite] dialog box appears. ("MySite" is replaced with name of your site.)



2. Specify the User Template to which you will assign this new user. Templates are defined in EFT. (Default Settings and Guest Users are created at installation of EFT.)

3. Provide a Username, Password, and Email address for the account.

4. Select the Email login credentials to this user check box to send the user their credentials.

5. Grant FULL permission to this user in their home folder is selected by default. (If you do not grant users full permissions to their home folders, they will inherit their Group's permissions.)

   • New users are automatically members of the All Users group. In the Group Membership drop-down list, you can (optionally) add them to the Administrators group and /or the Guests group. (This setting is separate from the Guests User Settings Template.)

6. The new user will appear on the User Management page.

To edit a user

1. Select the check box on the user's row, then click Edit or click the Edit icon . The Edit User <username> dialog box appears.



2. On the General tab, edit the properties of this user, as needed, then click Edit User to apply.

3. Click the Details tab.

4. On the Details tab, you can add or edit information about the user, such as full name, and phone number. (Similar to User Account Details in the EFT administration interface.)



5. On the Security tab, you can specify if the user is subject to GDPR rules, and whether they consented to the Privacy Policy or Terms of Service. The Inactivity cleanup option allows you to Disable or Remove a user account if they have had a certain number of days of inactivity.



6. The Protocols tab displays which protocols and HTTPS features are enabled for the user. The link to the left of each protocol indicates whether it was inherited from the Settings Template or Site.



7. The Network Usage Limits tab enables you to configure specific limits for this user, or keep the setting from EFT from their User Settings Template. The crossed-out link icon represents whether the limit is inherited or not. If you want to keep the setting in EFT, do not select the icon (The slash will go away and the link will change color.)



8. After making changes to any tab, click Edit User to save the settings.

To delete a user

1. Select the check box on the user's row, then click Delete. The Delete User dialog box appears.



2. Specify whether to delete only the selected user, or the user and their home folder.

3. Click Delete to apply.

Select a username check box, then click the three vertical dots to view other options.

Using this drop-down menu, you can reset the user account password, enable the account, disable the account, kick the user off of EFT, unlock the account, or rename the account.

1. Select the user for whom you want to reset the password.

2. Click the three vertical dots, then click the action that you want to do to the account:

1. Reset Password - In the Rest Password dialog box, click Reset Password.



NOTE: If there is no email associated with the account, the password cannot be reset. Always add the user password to the account when you create the account. In the case of a missing email address, you will have to log in to the EFT Administration interface to add the email address and change the password.

2. Rename - In the Rename dialog box, provide a new username, then click RENAME.



3. Enable - If an account has become disabled because of expired Workspaces links (for example), click Enable.

4. Disable - If an account needs to be disabled (such as an inactive account), you can disable it here.

5. Kick - Use Kick if you want to manually disconnect a user from EFT.

6. Unlock - A user account can be locked out from too many invalid password attempts. Click Unlock to unlock their account.

NOTE: You can change the lockout parameters on the Settings Template > Security tab Invalid login options. The default is to lockout the account for 30 minutes after 5 invalid attempts in 5 minutes. (Maybe reset the account password also.)