Theme
What you were given
Somebody has given you access to a file transfer service so you can send files, fetch files, or both.
This guide is for you. It does not assume you know anything about file transfer, and it does not ask you to configure anything.
The three things you should have
| You were given | It looks like | What it is for |
|---|---|---|
| An address | files.company.com or company.on.sftp.cloud | Where to connect |
| A username | alice@company | Who you are |
| A password, an SSH key, or both | Proving it is you |
If you are missing any of them, ask the person who set up your access. Nobody else can tell you.
Your username probably contains an @
That is normal, and it is not an email address. Type it exactly as you were given it, including everything after the @.
Three ways to connect
You can use any of these, or all of them. They reach the same files.
A web browser
Nothing to install. Open the address in a browser and sign in.
Best for: occasional use, sharing a file with somebody outside your organization, working from a machine that is not yours.
Start here: Sign in to the web client.
An SFTP client
A desktop program such as WinSCP, FileZilla or Cyberduck.
Best for: regular use, large files, whole folders, anything you would rather drag and drop.
Start here: Connect with an SFTP client.
An FTPS client
The same idea, over a different protocol. Use it if you were told to, or if your existing tooling speaks FTPS.
Start here: Connect with an FTPS client.
Which one should you use
| If you | Use |
|---|---|
| Need to move a couple of files, occasionally | The web browser |
| Need to move a lot, or whole folders, or very large files | An SFTP client |
| Need to send somebody a link to a file | The web browser, then Sharing files |
| Are automating a transfer from a script or a scheduled job | An SFTP client, with an SSH key. See Automated and scheduled transfers |
| Were told to use FTPS | An FTPS client |
Some things you cannot change, and that is normal
- Which folders you see. Your administrator decides that.
- What you may do in them. Some folders let you upload and not download, or the other way around. That is deliberate, not a fault.
- Your username. Ask your administrator if it needs to change.
Security, briefly
Set up a second factor if you use the web browser. It takes two minutes and it is the single biggest thing you can do to protect your account. See Set up your second factor.
Use an SSH key if you use an SFTP client, especially for anything automated. It is stronger than a password and it does not expire. See Use an SSH key.
The second factor covers the browser only
An authenticator code or a passkey is asked for when you sign in with a web browser. SFTP and FTPS have no way to ask you for a code, so on those a password is all that stands in the way.
That is why an SSH key matters there. Ask your administrator to register one for you and to remove your password.
If something does not work
Troubleshooting covers what usually goes wrong and what it means. If it is not there, the person who gave you your access is the right person to ask.