After signing up or being made an Admin, you will receive an email with your username and temporary password. Go to the web address indicated in the email and log in with your username and temporary password. You will then see a screen that will allow you to create your own password.
The following items are only available to Admins. For a User Quick Start Guide, click here.
Manage Workspaces Tab
The first thing you should do is create a workspace (you will need to do this before adding any user who isn’t an Administrator). Click Add Workspace, enter a name, and click Add Workspace at the bottom.
If creating a workspace after users have been created, you can add any existing users to the new workspace under the Workspace Users area on the right.
If you would like prevent users from uploading to the root (initial level) of the workspace, uncheck “Allow non-admins to upload into and view the root of this workspace?”. Users will then be forced to enter a folder prior to uploading. Useful when using Restrict Folders within a workspace.
To override the permissions and/or notifications for all users of the workspace, set the permissions or notifications as needed within the specified areas. NOTE: Settings for users who have custom permissions for this workspace will override these.
If you wish to make someone a Sub-Admin of the workspace or set custom permissions for them for this workspace, click the appropriate link under their username on the right.
More information about adding and managing workspaces can be found here: Manage Workspaces Tab
Manage Users Tab
To add a user, click the Add User button and fill in the required info.
Under Permissions and Notifications, assign the user the specific permissions you wish them to have, including if you want them to receive upload or download notifications.
Under User Workspaces click View All Workspaces and select the workspaces desired, or simply start typing the workspace name into the field provided. You can also create a workspace by clicking Create a new workspace for this user.
Under Activation, uncheck Activate this user if you don’t want the user to be sent their login information yet. When activated later, the user will receive their username and temporary password.
If you wish to make this user a Sub-Admin or set custom permissions for them for a particular workspace, click the appropriate link under the workspace name on the right.
When ready, click Add User.
More information about adding and managing users can be found here: Manage Users Tab
Manage FileDrop Tab
The FileDrop allows non-users to upload files to your site through a link on the login page. To enable, click the Manage FileDrop tab at the top of the page, click Enable under “Enable the FileDrop” and the blue Update FileDrop Settings button. When enabled for the first time, a workspace called "FlieDrop" is created and anything uploaded through the FileDrop will appear in this workspace.
If you wish to include any instructions for your FileDrop users, enter it in the field under “Add FileDrop Instructions”.
To allow users access to the FileDrop workspace, add them under the FileDrop Users area on the right and toggle the button under the “Workspace Access” column to green. If you want their name to appear in the FileDrop Recipient list (so that FileDrop uploader can select their name to be notified), toggle the button under the “Add to Recipient List” column to green. Click “Update FileDrop Settings”.
More information on the FileDrop can be found here: Managing the FileDrop
Manage Guest Access Tab
Guest Access allows an Admin or Sub-admin to create an area for non-users (guests) to upload and/or download files without setting them up as a user. A Guest Access is created within a folder in any workspace except the Home workspace (which is visible to Admins only).
More information on Guest Access can be found here: Managing Guest Access
My Settings Tab
The My Settings tab allow you to set which workspaces you should receive upload and/or download notifications for. Clicking on the tab will display all workspaces in the site, with an “Upload” and “Download” checkbox to the right of each workspace. Simply check the appropriate boxes for the workspaces you wish to receive notifications for. Above the first workspace name are “Select All Upload” and “Select All Download” boxes, allowing you to quickly select/deselect notifications for all of the workspaces. If you wish to receive notifications for workspaces created in the future, check the appropriate box(es) at the top of workspace list.
When done, click Update Notification Settings.
More information about My Settings can be found here: My Settings (Admin)
Branding the Site
To add your company’s logo to the site, first go to the Control Panel and click General Site under Settings in the left menu.
Ensure your logo is the proper size and format as listed below “Add Logo”.
Click the Choose File button and select your logo.
Then click Update Settings.
Any text added in this field will appear at the bottom of every page on your site.
More information about branding and the site disclaimer can be found here: Settings - General Site
If you require additional help in using your FileTransfers.net site, go to Control Panel —> Support & Customer Service. There you can find additional guides, support contact form and phone number for asking questions or requesting more help.
When finished using the system, always click the Logout button to prevent anyone else from accessing your site from your computer without your knowledge. You will be logged out automatically after 30 minutes of inactivity.
Navigate to the Control Panel --> Settings --> File Management
Sitewide Auto Delete
Under “Delete Old Files Sitewide” click the radio button next to Automatically delete all files older than and enter a number of days (from 1 to 999) in the box then click Update Settings at the bottom of the page. Now, all files currently on the site and all future files added to the site will delete after they have been on the site the specified number of days specified (unless overridden by a workspace or file/folder setting).
Workspace Auto Delete
Workspaces can have a Auto Delete setting independent of (and which overrides) the Sitewide setting. It is not necessary to enable the sitewide delete in order to designate workspace auto deletes. On the File Management page under “Delete Old Files Per Workspace”, select a workspace name from the “Select a Workspace” drop-down menu and then enter the number of days in the box to the right. Entering the number “0” (zero) will set the files in that workspace to never delete (unless specific files or folders within that workspace are scheduled for delete by a user). You can then add additional workspaces by selecting another from the drop-down menu or remove existing settings by clicking Remove to the right of the box. When finished, make sure to click Update Settings to commit to the changes.
More information about Auto Delete can be found here: Settings – File Management
The Audit Report keeps track of all of the transactions that happen on your site. To see a report, go to Control Panel —> Audit Report.
Latest Activity shows you the last 50 transactions that happened on your site.
Create Report allows you to create a CSV-formatted report (which can be opened in Excel) of any of the action type listed in the drop-down menu.
Scheduled Reports will create reports automatically and email them to your designated users at your specified day and time.
More information about the Audit Report can be found here: Audit Report