SMB / network shares

#What you need

SMB connects Windows file shares and NAS devices. It's available on all plans. Create an SMB credential with:

• Share path — the UNC path, for example \\fileserver\Reports.
• Username and password — typically a domain service account.
• Domain — if your environment uses one.

#Permissions (both layers)

Windows shares enforce two permission layers, and the account needs the right access on both:

• Share permissions on the shared folder.
• NTFS permissions on the underlying files and folders.

Grant read on sources and write on destinations, plus delete where Move, Sync/Mirror, or Scheduled Purge needs it — scoped to just the folders involved.

#Set up and test

1. Create the credential under Credentials → New credential → SMB.
2. Enter the UNC path, service account, and domain.
3. Choose Test connection to confirm reachability and sign-in before saving.

#Common mistakes

• Only one permission layer set. Share access without NTFS access (or vice-versa) results in “access denied.”
• Testing from the wrong machine. Access from your desktop doesn't prove the FileAgent host has access — the host and its service account must reach the share.
• Username format. Use the form your environment expects (DOMAIN\user or UPN).

If you hit “access denied,” see SMB troubleshooting.