Sharing a Smart Transfer with Personal Login Credentials

Smart transfers are reusable templates with saved settings. The primary use case for sharing smart transfers is to set up pre-defined transfers for non-admin users to run. You can decide what transfers a user can monitor and start by limiting the user's permissions and access to a smart transfer. By default, shared transfers require you to use endpoints created by an admin using the Edit Nodes > Endpoints page. Once configured in Console settings, you can also share smart transfers saved with personal login credentials and domain names.

Personal login credentials are automatically created and saved when a user creates a transfer, chooses a node, and enters authentication credentials for an SSH user on that node. The following describes how to share a smart transfer with personal login credentials.
Note: These instructions assume you know how to configure a smart transfer. For more information, see Creating a Smart Transfer.
  1. Go to Configuration > Defaults and select Smart Transfer Sharing.
  2. Create a new smart transfer, select Share this smart transfer.

    Note: When creating a smart transfer with Any as an endpoint, you must first save the smart transfer before selecting Share this smart transfer.
  3. Select personal saved endpoints for the Source and Destination.
    If you have no personal saved endpoints, create a new one by selecting the desired node and entering the SSH user login credentials.
  4. Finish configuring the smart transfer. Click Save when finished.
  5. Enable a user to start this smart transfer.
Admin users have permissions to all transfers and do not need to be added to a group to use a shared smart transfer. By default, admins do not have the ability to edit Smart Transfers that are shared with them but owned by another admin. To enable admins to edit each other's smart transfers, go to Configuration > Defaults and select Smart Transfer Editing: Allow administrators to edit each other's Smart Transfers.
Note: Even with this feature enabled, admins can only edit smart transfers that do not contain personally saved login credentials.
Tip: Editing another admin's smart transfer changes ownership of the smart transfer to the admin who made the last change.