As an Account Admin/MSP Admin, you'll be able to set up SFTP for your organization. To do so, you'll need to do the following:

1. Log into Jatheon Cloud as an Account Admin/MSP Admin
2. Account Admins – Click the main header dropdown and choose Company Settings

MSP Admins – Go to the Clients section and click on the Edit option for the Client you want to set the SFTP connection for. 

1. Go to the Connections tab and then SFTP sub tab and you'll see a New Connection button. Click it to add a new connection.
   
   
2. Once you click the New Connection button, you'll be presented with a window, where you'll need to enter all the fields, except the Certificate field, which is optional:
   
   - SFTP Connection Name
   - Server Address 
   - Port – set to 636 by default
   - Remote Folder
   - Username
   - Password – you'll need to enter the password here (combination with User DN will be used to establish the connection)

By default, Recurring Execution is set to 2 hours, but you can choose to disable it by clicking on the Recurring Execution switch. 

Click the Save button to confirm the SFTP connection and you'll see a a toast notification confirming the action. 

There can be more than one SFTP connection. In that case, they will be shown in a table with the following columns:

• SFTP ID
• Connection Name
• Server and Port
• Remote Folder
• Action column with the options to Test Connection or Delete

You should test your connection before connecting. To do so, click the Test Connection option from the more menu of the connection you would like to test. 

In case there's something wrong with the connection, you'll see the error notification.

In case everything's ok with the connection, you'll get this notification:

In case you want to edit any of the connection fields, click the Edit option that appears once you hover over the row of the Connection you'd like to change. Once you edit the fields, you'll get the success notification. 

If you wish to delete an SFTP connection, click the Delete option that appears in the more menu of the connection row. You'll get a notification to confirm the successful action. Please note that there is no double confirmation.  

If you need any help while setting the SFTP connection, please contact support@jatheon.com

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• How to Manage Bloomberg Connections
• How to Manage POP3/IMAP Connections for an Account

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