Creating a New Faspex User

Creating local, non-Directory Service, Faspex user accounts.

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You can create new Faspex user accounts and edit associated permissions via the Accounts menu option. When creating and editing Faspex user accounts, you can modify the following permissions:

This topic demonstrates how to create local, non-Directory Service, Faspex user accounts.

IMPORTANT NOTE: For information on adding Directory Service users or groups, please refer to the topic Directory Service.

IMPORTANT NOTE: You can make certain fields required within the New User Account form. Please refer to the topic Customizing New-User-Account Form for details.

Add Faspex accounts

To create a new Faspex user account, click the Accounts tab and select Add Account > Faspex User.

Accounts.

Within the New User Account screen, enter the following information:

Item Description
Login The user account's login.
Password The user account's password. Note that you can enforce the creation of strong passwords. Please refer to Security for additional information.
Confirm Password Confirm the user account's password.
E-mail The user's email address (where Faspex Server notifications will be sent). Please refer to Notifications if you would like instructions on modifying Faspex Server's email templates.
First Name The user's first name.
Last Name The user's last name.
Edit settings and permissions Click this link to reveal additional user settings (refer to the following section for details).

The following section covers all options within the Edit settings and permissions screen. When finished the configuration, click Done.

Account Options/Details
Option Description
Password expires Enable if you would like the user's password to expire every specified number of days.
Role Select from one of the following roles for this user:
  • Administrator - Administrators can access the "Server" tab to configure Faspex Server, as well as create, edit and delete every type of Faspex user (Administrators, Managers and regular users) and send packages (i.e., perform file transfers). They can also manage Workgroups (create/edit/delete functionality).
  • Manager - The Manager role enables the separation of Faspex Server administration from Faspex user accounts administration. Managers can send packages, create/edit/delete Workgroups, and create/edit/delete other Managers and regular users. They can promote regular users to Managers, as well as demote other Managers to regular users. They cannot, however, edit Administrator accounts or promote another user to Administrator. Managers do not have access to the "Server" tab, nor can they change the Faspex Server configuration (which is a privilege that is limited to Administrators).
  • User - Regular users can send packages through Faspex Server. They typically do not manage other users or Workgroups; however if they have been designated as a "Workgroup Administrator" (by a Faspex Server Administrator or Manager), then they can manage that specific Workgroup. As a Workgroup Administrator, the user can manage other users in the Workgroup according to the permissions set for that specific role in that specific Workgroup.
Account expires Enable if you would like this account to expire on the specified date.
Account activated Enable to activate this account (i.e. turn on the account so that the user can log into Faspex).
Home server (For multi-server setups) Enable if you would like to manually override the preset home server rules and set the user's home server yourself.
Send copy of receipt email to these addresses Enter email addresses that should receive a copy of the user's Faspex notifications. If you are adding multiple email addresses, separate them with commas (,), semicolons (;) or white-spaces.
Send a welcome email Enable if you would like a Faspex welcome email to be automatically generated and sent to the user. Please refer to Notifications if you would like instructions on modifying Faspex Server's email templates.
Show password in welcome email Enable if you would like to include the user's password in the welcome email.
Additional comments for welcome email Within this text box, you may append additional comments to the standard Faspex welcome email (specifically for this user).
Permissions
Option Description
Upload Packages Enable to allow the user to send file packages.
Download Packages Enable to allow the user to download packages that have been received. A user who does not have this marked will still receive packages, but will not be able to download the files.
Forward Packages Enable to allow the user to forward received file packages to other users. The package will be made accessible to the forwarded users within their Faspex accounts.
Create packages from remote sources Enable to allow user to create a package from a remote source (i.e. a remote server, which is configured via Server > Configuration > File Sources ). Note that this setting is ON, by default, and that it must be set on a per-user basis (i.e. there is no global option).
Allow inviting external senders When enabled, external senders (those who do not have Faspex accounts) can be invited to send a package. Changing this user setting overrides the system default (set under Security).
Allow public submission URLs

A Public URL can be used by external senders to submit packages to registered Faspex users. The benefit of using a Public URL is in the time-savings, such that external senders no longer need to be individually invited to submit a package (although that functionality still exists). When a Public URL is enabled and posted to an email, instant message, website, etc., the following workflow occurs:

  1. The external sender clicks the Public URL.
  2. The sender is directed to page where he or she is asked to input and submit an email address.
  3. A private URL is automatically emailed to the sender.
  4. The sender clicks the private URL and is automatically redirected to the Faspex-user package submission page.
  5. Once the package is submitted through the private URL, the Faspex user receives it.

Thus, when the field Allow public submission URLs is enabled (e.g. set to Allow), the Public URL feature is turned on for this user. If set to Deny, then the feature is turned off for this user. Note that changing the user setting overrides the system default (set under Security).

IMPORTANT NOTE: Even if the Public URL feature is enabled for a registered Faspex user, he or she can override the feature for their own account by going to Preferences > Misc > Enable public URL and disabling the checkbox.
Can send to external email Enable to allow the user to send a download link to external emails addresses (which are not Faspex users).
Can send to all Faspex users Enable to allow the user to send packages to all Faspex users (as opposed to only being able to send packages to the user's workgroup members).
Allowed IP addresses for login Specify the IP address(es) that a Faspex user can login from to view his or her account. A wildcard (*) can be used in this option (e.g., 192.168.10.*., which allows the user to login from 192.168.10.1, 192.168.10.2, etc.). Separate multiple email addresses with commas (,).
Keep user directory private When set to Yes, prevents a Faspex user (even if they have permissions to send to all Faspex users) from being able to see the entire user directory. Changing this user setting overrides the system default (set under Security).
Allowed IP addresses for download Specify the IP address(es) that a Faspex user can login from to download packages. A wildcard (*) can be used in this option (e.g., 192.168.10.*., which allows the user to login from 192.168.10.1, 192.168.10.2, etc.). Separate multiple email addresses with commas (,).
Allowed IP addresses for upload Specify the IP address(es) that a Faspex user can login from to upload packages. A wildcard (*) can be used in this option (e.g., 192.168.10.*., which allows the user to login from 192.168.10.1, 192.168.10.2, etc.). Separate multiple email addresses with commas (,).
Package Deletion
Options available after downloading a package:
Option Description
Accept the system default Follow Faspex Server's default auto-deletion settings. The current setting is displayed in the description. To update the default setting, refer to Package Storage.
Always use the following policy Override the system default with the selected policy:
  • Do nothing
  • Delete files after any recipient downloads all files
  • Delete files after all recipient download all files
Allow user to set own delete setting on a package-by-package basis Provide the policy settings in the user's New Package screen. The user can determine the file package's expiration rule when preparing it.
Advanced Transfer Settings

Faspex uses the transfer settings from the Aspera Central Server section by default. However, when Override default settings is checked, you can set user-specific transfer settings, which will take precedence over the server-wide settings.

Option Description
Initial Transfer Rate Specify the initial upload and download transfer rate. When the option Lock minimum rate and policy is checked, the user will not be able to adjust transfer policy or minimum transfer rate.
Maximum Allowed Rate Specify the initial upload and download transfer rate.