Creating Console Groups

Console uses a combination of groups, transfer paths, and user accounts to manage to user permissions. A user that belongs to a group inherits permissions defined within the groups it belongs to. A group's permissions are defined by its transfer paths. If you have a non-admin user and you want them to be able to see certain transfers, you need to add them to a group. This group must have one or more transfer paths that specify the kinds of transfers that members of the group are allowed to see or control.
Tip: Console administrators are able to view and control all transfers. They automatically inherit permissions of any existing Console groups. They can add, edit, and delete any nodes, Console users, and Console groups.
Important: You must first manually add a group to the node OS before you can add it in Console.
  1. Go to Accounts > Groups and click New Group.
  2. Enter the group name and a brief description. When finished, click Create.
    You are redirected to a page that allows you to configure the group.
  3. Click Add Transfer Path.
    A transfer path determines a user's permissions to create, initiate, and monitor transfers from one endpoint to another. A transfer path consists of two endpoints, the transfer direction (one-way or two-way), and a set of permissions that authorize starting transfers, monitoring transfers, and enabling email notifications.
  4. Select the endpoints for the transfer path.
    For a unidirectional transfer path, set Endpoint 1 as your source endpoint and Endpoint 2 as your destination endpoint. Order does not matter for a bidirectional transfer path. If you specify a node user in an endpoint, users in the group are limited to monitoring only transfers on the node machine that involve the specified node user. An example of such a transfer is a transfer initiated using the specified node user's credentials. Selecting "Any" grants users transfer path permissions to all nodes.
    Important: When you select Any as an endpoint and permit users to start simple or smart transfers, users can enter arbitrary addresses for file transfers.
  5. Choose the direction of the transfer path.
    A transfer path can be unidirectional or bidirectional.
    • Unidirectional (to): Console users can create, initiate, and monitor transfers initiated from Endpoint 1 to Endpoint 2 (depending on the transfer path permissions) but not the other way around.
    • Bidirectional (to/from): Console users can create, initiate, and monitor all transfers (depending on the transfer path permissions) between Endpoint 1 or Endpoint 2.
  6. Choose the permissions you want to give users in the group.
    Item Description
    Start Simple Transfers Users can start a simple transfer.
    Start Smart Transfers Users can start smart transfers.
    Create Smart Transfers Users can to create a smart transfer template.
    Share Smart Transfers Users can to share smart transfer templates with other users.
    Control Transfers started by others Users can control other users' transfers. For example, they can stop, pause, and set the rate of a transfer, and so on.
    View Transfers started by others Users can view other users' transfers on the same transfer paths.
    Opt-in to email notifications Users can enable email notifications for this transfer path.
  7. Optional: Enter a description for this transfer path.
  8. When finished, click Create.
    The Editing Group Details screen displays the new transfer path in the Transfer Paths list. To modify or remove the transfer path, click edit or delete, respectively.
  9. Add users to the group.
    Select a Console user from the members drop-down and click Add.
    Tip: Alternatively, you can assign group members through user management. See Creating Console Users.
  10. Click Update.