Teams and user management
Users and invitations in the Business plan.
This category covers “Teams and user management”. The guides are for all Secure File Transfer users.
Recommended starting point: Teams in the Business plan
Teams in the Business plan
User management under /users – Business only.
Create and manage users
Create and maintain team members under /users.
Roles: Admin, Standard, Guest
ROLE_ADMIN, ROLE_STANDARD_USER and ROLE_GUEST explained.
Invitations with token
Invitations under /invitations – token valid for 7 days.
Soft-delete users
Soft-delete user accounts instead of hard delete.
Collaboration in the team
How teams use transfers, Collect and Sign together.
FAQ about Teams
FAQ on Business, roles, invitations and soft delete.
Help assistant
Based on published help articles
Answers are generated automatically from published help articles only – never from your files.
Example questions