Sharing a Smart Transfer

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.

For more information about sharing smart transfers with personal logins, see Sharing 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.

Create endpoints on the nodes you want to use for this smart transfer.
For detailed instructions, see Adding Endpoints.
Tip: To use domain names as transfer endpoints, create an unmanaged node using a domain name, then add an Endpoint to this unmanaged node.
Go to Transfer and click 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.
Select endpoints for the Source and Destination.

Tip: Create new personal saved endpoints by selecting the desired node and entering the SSH user login credentials.
Finish configuring the smart transfer. Click Save when finished.
Enable a user to start this smart transfer.
- Create a group with permissions to start smart transfers for this transfer path (see Creating Console Groups).
- Add the user to this group (see Creating Console Users).

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.