Add Users to the FileXpress Directory

You can add users to Gateway Administrator's built-in FileXpress directory when you want to exchange files securely with users who do not have accounts in your Windows Active Directory. Several methods are available for adding new users.

You can create users with or without creating a transfer site at the same time. This table summarizes the features of each option.

Method

Features

Users > New

  • Add a user without creating a transfer site. Users can be added to transfer sites later.
  • Configure both UserID and Email address. These can be the same or different.
  • Choose either Email registration or Specify password. If you select Specify password, no email is sent automatically from FileXpress; you must send login credentials to the user.
  • Configure group membership when you add the user.
  • Required Role: Manage FileXpress users.

Transfer Sites > Quick Add

  • Add a user when a new transfer site is created.
  • UserID is set automatically to the user's email address.
  • User is added with no group membership. Users can be added to groups later.
  • User is given default site permissions. Site permissions can be modified later by editing the transfer site.
  • Required Roles: Manage FileXpress users and Manage transfer sites.

Transfer Sites > Add (or Edit)

  • Add a user when you create a new transfer site or edit an existing site.
  • UserID is set automatically to the user's email address.
  • User is added with no group membership. Users can be added to groups later.
  • Modify the default site permissions for any user (new or existing).
  • Required Roles: Manage FileXpress users and Manage transfer sites.

To add a user from the New User page

  1. Connect to Gateway Administrator and log in using an account that is a member of the Transfer Site Administrators group (or any group that has the Manage FileXpress users role enabled).
  2. On the Users tab, click New.
  3. Enter user information. See New User for details. Note the following:
    • To support Email registration, email support must be configured.
    • If you select Specify password, no email is sent automatically from FileXpress; you must send login credentials to the user.
    • Group membership is optional. All FileXpress users can log on to the FileXpress Transfer Client, and transfer site access can be configured for individual users or groups.
  4. Click Save.

Related Topics

Use Quick Add to Add a Transfer Site and New User

Create a Transfer Site

Managing Users and Groups