Resetting an SFTP Password

Certify has an SFTP Credentials Management page where administrators can create new SFTP credentials for automated data syncs. The SFTP Credentials Management page is visible only to administrators requiring new credentials or a password reset. 

This article shows Certify Administrators how to reset an SFTP password.

Prerequisites

To use Certify’s SFTP Configuration page, users must agree to the following:

1. Users must connect using SFTP software/protocol.
2. Users cannot share account credentials. If you have a 3rd party requiring access to the SFTP account, please contact your Customer Success Manager (CSM). 
3. Connection attempts are limited to 24/day; SFTP parking (persistent connection) is not permitted. 
4. Files containing sensitive data delivered to Certify must be PGP encrypted. 
5. Files are removed after 30 days.

Reset an Existing Password

Step 1: From your Certify homepage, navigate to the Configuration screen by clicking the gear icon in the top right corner. 

Step 2: Click Manage SFTP Configuration under View and Edit Integrations.

Step 3: Check for already existing credentials. Contact your Certify Support team if previously created credentials do not appear on the Credentials page.

Step 4: Edit the existing credentials by clicking the Pencil icon.

Step 5: The Edit Credentials window opens. Click Generate New Password to populate a masked password in the appropriate field.

Please Note: Administrators will only be able to create a new password, not edit an existing one. 

Step 6: Click the Eye icon to make the password visible. The password is only visible once, so administrators should copy the new password immediately to a safe place. 

Step 7: Click the Save to finish generating the new password.  

Please Note: Third-party vendors utilizing your SFTP will not have access to this page. To reset a password, they will need to call the Certify IT department.