How do you roster with SFTP?

Once we complete the setup on our side, you will receive an automated welcome email from our file management partner, Files.com, with the subject line: **"MobileMind Technologies - Welcome!"**. Please open that email and click the provided link to create your password and set up your login credentials.

Important to Note: The email address you will use for this account needs to be one that is not use MobileMind as a typical user and will not have access to the content in MobileMind.

How to Access Your SFTP Account

Log In via Web Browser: Visit files.mobilemind.io and log in using your newly created credentials.
Locate Your Folder: Once logged in, navigate to: Files > Organizations> [Your District Name].

When you open that folder, you will see that we have already added your current user CSV to your folder.

Option A: Editing Your Existing Roster Online (Best for quick single changes)

If you just need to add one or two new hires or fix a typo, you can edit the file directly inside your browser without downloading anything.

Option B: Manually Uploading a New Roster File

Best for large batch updates when a district exports a fresh spreadsheet from the internal HR system or directory and need to manually add a new file on Files.com. You will want to leave the old file there to preserve historical data.

*If you are doing this in addition to Option C, please let us know prior to doing so.

Option C: Automated Directory Sync (Hands-Free)

If you want your MobileMind roster to automatically stay up to date without any daily manual maintenance, your IT team can configure your HR System (or SIS) to run a nightly report and automatically push the updated CSV file to our Files.com server using an automated secure file transfer script (SFTP).

Important to Note:

The CSV will need to match the import template exactly. We will ignore the columns listed below since these are managed manually on the User page or via CSV import.

Organization Role, Job Title, Job Title Other, Field Reviewer Type, Subgroups, Subgroup Roles, Reviewer Groups

Important Roster & Sync Notes

Processing Schedule: MobileMind automatically scans your folder for new uploads once per day. Roster adjustments will be processed early the following morning at approximately 7:05 AM Eastern Time.
Data Format: Please ensure you use the exact CSV format and column templates found on your MobileMind user import page.
Job Titles are automatically chosen based on how the learners answer the questions when they login for the first time. Job Titles are not managed vis SFTP
HQ Roles are selected manually and are not managed via SFTP.
If you want to make a larger batch of changes to job titles, HQ roles, or groups, you would do so manually using the import feature on the Users page in HQ.

How do you roster with SFTP?

Important to Note: The email address you will use for this account needs to be one that is not use MobileMind as a typical user and will not have access to the content in MobileMind.

How to Access Your SFTP Account

When you open that folder, you will see that we have already added your current user CSV to your folder.

Option A: Editing Your Existing Roster Online (Best for quick single changes)

If you just need to add one or two new hires or fix a typo, you can edit the file directly inside your browser without downloading anything.

Option B: Manually Uploading a New Roster File

Best for large batch updates when a district exports a fresh spreadsheet from the internal HR system or directory and need to manually add a new file on Files.com. You will want to leave the old file there to preserve historical data.

*If you are doing this in addition to Option C, please let us know prior to doing so.

Option C: Automated Directory Sync (Hands-Free)

Important to Note:

The CSV will need to match the import template exactly. We will ignore the columns listed below since these are managed manually on the User page or via CSV import.

Organization Role, Job Title, Job Title Other, Field Reviewer Type, Subgroups, Subgroup Roles, Reviewer Groups

Important Roster & Sync Notes

Processing Schedule: MobileMind automatically scans your folder for new uploads once per day. Roster adjustments will be processed early the following morning at approximately 7:05 AM Eastern Time.

Data Format: Please ensure you use the exact CSV format and column templates found on your MobileMind user import page.

Job Titles are automatically chosen based on how the learners answer the questions when they login for the first time. Job Titles are not managed vis SFTP

HQ Roles are selected manually and are not managed via SFTP.

If you want to make a larger batch of changes to job titles, HQ roles, or groups, you would do so manually using the import feature on the Users page in HQ.

How do you roster with SFTP?

Once we complete the setup on our side, you will receive an automated welcome email from our file management partner, Files.com, with the subject line: "MobileMind Technologies - Welcome!". Please open that email and click the provided link to create your password and set up your login credentials.

Important to Note: The email address you will use for this account needs to be one that is not use MobileMind as a typical user and will not have access to the content in MobileMind.

How to Access Your SFTP Account

When you open that folder, you will see that we have already added your current user CSV to your folder.

Option A: Editing Your Existing Roster Online (Best for quick single changes)

If you just need to add one or two new hires or fix a typo, you can edit the file directly inside your browser without downloading anything.

Option B: Manually Uploading a New Roster File

Best for large batch updates when a district exports a fresh spreadsheet from the internal HR system or directory and need to manually add a new file on Files.com. You will want to leave the old file there to preserve historical data.

*If you are doing this in addition to Option C, please let us know prior to doing so.

Option C: Automated Directory Sync (Hands-Free)

Important to Note:

The CSV will need to match the import template exactly. We will ignore the columns listed below since these are managed manually on the User page or via CSV import.

Organization Role, Job Title, Job Title Other, Field Reviewer Type, Subgroups, Subgroup Roles, Reviewer Groups

Important Roster & Sync Notes

Processing Schedule: MobileMind automatically scans your folder for new uploads once per day. Roster adjustments will be processed early the following morning at approximately 7:05 AM Eastern Time.

Data Format: Please ensure you use the exact CSV format and column templates found on your MobileMind user import page.

Job Titles are automatically chosen based on how the learners answer the questions when they login for the first time. Job Titles are not managed vis SFTP

HQ Roles are selected manually and are not managed via SFTP.

If you want to make a larger batch of changes to job titles, HQ roles, or groups, you would do so manually using the import feature on the Users page in HQ.