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      Quantum Workplace's SFTP Site

      Access your organization's SFTP site to upload user files securely.

      Last Updated: November 22, 2024

      In this article:

       

      Overview

      When establishing an HRIS integration with Quantum Workplace using the flat file transfer method, your Customer Implementation Manager creates an SFTP, Secure File Transfer Protocol, site for your organization. Your organization's IT team will then automate the transfer of your employee file to the SFTP site. 

      SFTP file transfer provides a more secure and reliable method for file transfers. Unlike FTP and other file transfer protocols, SFTP uses SSH2 encryption to ensure the data is encrypted and protected throughout the transfer process. 

      Additional Resources:

      Access the SFTP Site

      To access Quantum Workplace's SFTP web interface:

      1. Navigate to sftp.quantumworkplace.com
      2. Enter your login credentials

      Upload a File to the SFTP Site

      To upload a file to the SFTP site:

      1. Log in to the SFTP site
      2. Click and open the appropriate folder
      3. Click Upload Files in the top-left to open the Upload modal
      4. Click Browse to add a file from your device or drag-and-drop the file into the upload window

      Share SFTP Files

      Share SFTP files with configurable rules to protect confidentiality and data privacy.

      To share an uploaded file from your SFTP site:

      1. Log in to the SFTP site
      2. Click and open the appropriate folder
      3. Click on the file's corresponding ⋮ icon to expand a menu of options; click Share to open the Share File modal 
      4. Configure the rules before sharing the file:
        • A. Expiration Date: Specify when the shared link should no longer provide access to the shared file
        • B. View Permissions: 
          • Read Only: Toggle to determine if recipients have edit permissions
          • Publish the Sharer: Toggle to determine if the sharer's information should be published
        • C. Description: Enter a description and instructions for the shared file
        • D. Access Tokens: Specify the number of times the file can be accessed before it's locked
        • E. Security:
          • Password: Enable to set up a password requirement to access the file
          • Allow List: Enable to limit access to recipients from specified IPs/Networks
      5. Click Share
      6. Click Copy to Clipboard
      7. Share the URL and any instructions with the file recipient(s)

      Manage SFTP Files

      To manage files uploaded to the SFTP site:

      1. Log in to the SFTP site
      2. Click and open the appropriate folder
      3. Click on the file's corresponding ⋮ icon to expand a menu of options
        • Rename: Click to rename the displayed title of the file
        • Download: Click to download the file to your device
        • Share: Click to configure share rules before sharing the file, learn more
        • Delete: Click to delete the file; this cannot be reversed