Manage SFTP Users

You must have the Administrator role in the Monetate platform to set up SFTP users in the platform settings.

Follow these steps to create an SFTP user.

  1. Click the settings icon and then click Sites.

    Callout of the Sites option in the settings menu

  2. Select the domain for which you want to create the SFTP user.

    Callout of the list of sites on the Sites page of the Monetate platform settings

  3. Click CREATE SFTP USER.

    Callout of the 'CREATE SFTP USER' button on the Sites page of the Monetate platform settings

  4. Type into Description the purpose for the SFTP user.

    Callout of the Description field on the 'SFTP User Details' modal

  5. Select an authentication method for connecting to the Monetate SFTP server.

    Callout of the Authentication method options on the 'SFTP User Details' modal

  6. Enter the appropriate credentials for the authentication method you selected.
    • If you selected Password, then type a password into Create password and then into Confirm password.

      There are no format requirements for a password.

      Callout of the 'Create password' and 'Confirm password' fields on the 'SFTP User Details' modal

    • If you selected Public key, then paste a RFC 4716-formatted OpenSSH public key into the field. See Public Key Requirements in this documentation for more information.

      Callout of the 'Public key' text field on the 'SFTP User Details' modal

  7. Click SAVE.

    Callout of the SAVE button on the 'SFTP User Details' modal

You do not have to assign an SFTP user with a user role in the Monetate platform.

Public Key Requirements

Monetate only accepts RFC 4716-formatted OpenSSH public keys. RFC 4716 keys are identified by the presence of the following header and footer markers:

---- BEGIN SSH2 PUBLIC KEY ---- and ---- END SSH2 PUBLIC KEY ----.

Monetate ignores any text outside of the begin and end markers.

The following is a sample of a correctly formatted public key:

---- BEGIN SSH2 PUBLIC KEY ----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---- END SSH2 PUBLIC KEY ----

Refer to the Internet Engineering Task Force's RFC 4716 for more information about the Secure Shell (SSH) public key file format.

Editing an SFTP User

You can change a password for an existing SFTP user or delete an SFTP user from the Sites tab.

First, click the additional options menu (...) at the far-right side of a user entry in the SFTP Users table. Next, select Edit to access the SFTP User Details modal to revise the authentication method, or select Delete to remove the user entirely.

Callout of the Edit and Delete options in the additional options menu for an entry in the SFTP Users table on the Sites page

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