Embedded Files
These steps outline the process of creating a Waybetter SFTP service account. This service account is solely to provide credentials to Slate Query Schedule to the Waybetter's SFTP and to automate the inclusion of data in digital ads (Google/Meta). It does not grant any additional Slate permissions. Note: this is separate from the Waybetter SFTP Import account.
I. Contact your account manager
I. Contact your account manager
Before you get started, request or confirm from your Waybetter account manager:
SFTP service account user ID
SSH Private key (or password)
II. Create a new user
II. Create a new user
Goto: Database > Users & Access > User Permissions
New User
Fill in:
First Name: Waybetter (or something else)
Last Name: SFTP Export (or something else)
Preferred /Short Name: Waybetter
Email: An email address where you (the school) would like to received notification for this account
User Type: Service Account (Remote)
(or just "Service Account" if you received a password instead of a SSH Private Key from your account manager)User ID: Assigned in a separate email from Waybetter
SSH Private Key: Assigned in a separate email from Waybetter. Including the BEGIN AND END comment lines
(or fill-in "Password" if you received a password instead)Active: Check “Enable account for access”
Click “Save”
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