Changes for page D. First steps for Teamwire admins
                  Last modified by teamwire001 on 2025/10/29 11:28
              
      
      From version  12.1 
    
    
              edited by teamwire001
        
on 2025/10/29 11:28
     on 2025/10/29 11:28
      Change comment:
              Deleted attachment "benutzerimport.csv"
          
         
      To version  7.1 
    
    
              edited by teamwire001
        
on 2025/08/12 11:12
     on 2025/08/12 11:12
      Change comment:
              Uploaded new attachment "email-templates-DE.zip", version 1.2
          
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-   ... ... @@ -1,160 +1,93 @@ 1 - This document provides informationonhow tosetupTeamwire for your organisationin a few simple steps.1 +Learn how to configure Teamwire for your company in just a few steps. 2 2 3 -This document covers the following topics: 4 4 5 -* [[image:Public.Attachments.WebHome@icons-star.svg||style="padding-bottom:3px"]] [[Create admin account>>doc:||anchor="admin"]] 6 -* [[image:Public.Attachments.WebHome@icons-business.svg||style="padding-bottom:3px"]] [[Set up organisation>>doc:||anchor="organisation"]] 7 -* [[image:Public.Attachments.WebHome@icons-user.svg||style="padding-bottom:3px"]] [[Create and manage users>>doc:||anchor="user"]] 8 -* [[image:Public.Attachments.WebHome@icons-integration.svg||style="padding-bottom:3px"]] [[Distribute to users>>doc:||anchor="rollout"]] 9 -* [[image:Public.Attachments.WebHome@icons-reshare.svg||style="padding-bottom:3px"]] [[Next steps...>>doc:Public.Getting-Started.First-steps-for-Teamwire-admins.Next-Steps.WebHome]] 10 -## ## 4 += Create admin account = 11 11 12 - {{id name="admin"/}}6 +---- 13 13 14 -= (% class="numbox" %){{{1}}}(%%) (% class="numbox-title" %)Create admin account(%%) = 8 +Access the [[Teamwire Dashboard>>url:https://backend.teamwire.eu/static/dashboard/index.html#/auth/register||rel="noopener noreferrer" target="_blank"]] and register as **admin** by using your business email address. 9 +Be sure to use a valid email address and mobile number to verify both information by confirmation link and PIN. [[What's the Teamwire Dashboard? (Registration required)>>doc:Customer.Administration.Dashboard-User-Manual.Overview.WebHome||target="_blank"]] 15 15 16 -Visit the Teamwire Dashboard and register as **Teamwire admin**. Please provide a valid business email address and a current mobile phone number so that both details can be successfully verified via a confirmation link or PIN code. 11 +Your registration will be reviewed by our team. 12 +Once your account has been approved, you will receive an email notification and can log in at [[url:https://backend.teamwire.eu||rel="noopener noreferrer" target="_blank"]]. 17 17 14 +We recommend that you use **two-factor authentication** to ensure maximum security for your admin account. The feature is available in your admin profile. 18 18 19 - {{html}}20 - <a href="https://backend.teamwire.eu/static/dashboard/index.html#/auth/register" style="text-decoration:none;" target="_blank">21 - <buttonclass="btnbtn-light_blue"style="width:220px; height:60px;"type="button">Createaccountnow</button></a>22 - {{/html}}16 +1. Select "Enable two-factor authentication". 17 +1. Scan the QR code with your Authenticator app (e.g. [[FreeOTP Authenticator>>https://freeotp.github.io||rel="noopener noreferrer" target="_blank"]]) and click "Continue". 18 +1. Enter the token and confirm. 19 +## ## 23 23 24 -Your registration will be reviewed and approved by Teamwire. 21 +(% class="box infomessage" %) 22 +((( 23 +You can change the **Dashboard language.** 25 25 26 -Once your account has been approved, you will receive an email and will be able to log in at [[url:https://backend.teamwire.eu||rel="noopener noreferrer" target="_blank"]] 25 +Log in on the Dashboard to open your admin profile in the upper-right area ("My Profile") and change your settings. 26 +))) 27 27 28 -{{info title="Maximum security for your admin account"}} 29 -We recommend that you enable two-factor authentication to prevent unauthorised access. 30 30 31 -You can find this feature at the upper right-hand corner under **My Profile**. 32 32 33 -* Here, please select **Enable two-factor authentication**. 34 -* Scan the QR code with your authenticator app (e.g. [[FreeOTP Authenticator>>url:https://freeotp.github.io||rel="noopener noreferrer" target="_blank"]]) and click **Continue**. 35 -* Enter the generated token and confirm your input. 36 -{{/info}} 30 += Configure organisation = 37 37 32 +---- 38 38 39 - (%class="numbox-title"%) {{iconname="sliders"size="1x"/}}Optional: Languagesettings34 +Before your users get started, you should take care of the most important settings. 40 40 41 -The display language of the dashboard is based on your browser settings. If required, you can set the language of the dashboard yourself. 36 +* **Privacy Mode** at (% class="mark" %)Settings > Privacy Settings(%%) 37 +It determines whom the Teamwire users are allowed to get in contact with (e.g. users from their address book). All modes are explained in detail in the dashboard. 42 42 43 -This setting can be found at the upper right-hand corner under **My Profile** ("Mein Profil"). 39 +* **Password Login** at (% class="mark" %)Settings > Login & Registration(%%) 40 +Enable this option to allow Teamwire users to log in with email address and password. [[How do users log in on the Teamwire app? (Login required)>>doc:Customer.Administration.Registration-Options.WebHome||target="_blank"]] 44 44 42 +* **Password Policies** at (% class="mark" %)Settings > Login & Registration(%%) 43 +Define the requirements for the password that users can set to log in on the Teamwire app. 45 45 46 - {{idname="organisation"/}}45 +## ## 47 47 48 -= (%class="numbox"%){{{2}}}(%%) (% class="numbox-title"%)Setup organisation(%%)=47 += Create and manage users = 49 49 50 -Before your users get started, you should take care of the most important organisation settings. 51 - 52 -{{tabs idsToLabels="privacy=Privacy settings, registration=Login options, templates=Email templates"/}} 53 - 54 -(% id="privacy" %) 55 -((( 56 -In the [[image:Public.Attachments.WebHome@icons-lock.svg||height="18" style="padding-bottom:5px" width="18"]] **Privacy Settings** section, you can specify with whom users of the organisation are permitted to communicate. 57 - 58 -* **Privacy Mode** 59 -This determines which contacts are being synchronised (e.g. additional address book contacts). All modes are explained in detail in the dashboard. 60 - 61 -* **Privacy Options** 62 -Here you will find further options for allowing or restricting communication with external and internal contacts. 63 -))) 64 - 65 -(% id="registration" %) 66 -((( 67 -In the [[image:Public.Attachments.WebHome@icons-key.svg||height="18" style="padding-bottom:5px" width="18"]] **Login & Registration** section, you can define policies for the user login. 68 - 69 -These include, i.a. 70 - 71 -* the maximum amount of devices per user. 72 -* to enable/disable login in with a password. 73 -* the password policies (length, strength, expiration, autom. blocking for failed login attempts). 74 -* the registration token for authentication via EMM or MDM configuration. 75 -))) 76 - 77 -(% id="templates" %) 78 -((( 79 -In the [[image:Public.Attachments.WebHome@icons-file.svg||height="18" style="padding-bottom:5px" width="18"]] **Email Templates** section, you can customise the email messages sent to dashboard admins and Teamwire users. 80 - 81 -More information is available in the [[Teamwire Dashboard manual ( {{icon name="sign-in" size="1x" cssClass="fa-blue helpc" title="This document is only available to logged-in users"/}})>>doc:Customer.Administration.Dashboard-User-Manual.Email-Templates.WebHome||title="This document is only available to logged-in users"]]. 82 -))) 83 - 84 -(% style="border-color:var(--gili_blue_300)" %) 85 85 ---- 86 86 51 +You can now start creating and inviting user accounts for your employees. 87 87 88 - {{id name="user"/}}53 +They are maintained in the Dashboard at (% class="mark" %)Manage > Users(%%). Make sure that all users use the same email domain. 89 89 90 -= (% class="numbox" %){{{3}}}(%%) (% class="numbox-title" %)Create and manage users(%%) = 55 +* **Invite individual users** 56 +Select "Invite User" and enter the employee's first and last name, and email address. They will receive an email that a Teamwire account has been created. 91 91 92 -You can now start creating user accounts. 58 +* **Import users via CSV file** 59 +Use "Import CSV" to create multiple users at once. Select a CSV file from your file explorer to upload it. 60 +You can use [[this file>>attach:benutzerimport.csv||download="benutzerimport.csv"]] as template for your import. Make sure to use commas for delimiter and to encode the file in UTF-8. 61 +## ## 93 93 94 -In the [[image:Public.Attachments.WebHome@icons-user.svg||height="18" style="padding-bottom:7px" width="18"]] **Users** section, you are able to create and manage accounts. You may choose one of the following options - and be careful to only use email addresses that correspond to your company's domain. 63 +Optional: After you have successfully created the user accounts, you can **generate a one-time password** for them and send it automatically by mail. To do this, tick the respective users and select "Set one-time password". 64 +Please note that your users can only log in with the password if you have previously enabled the "Password Login" option. 95 95 96 -Please note that **your admin account is not a user account**. If you'd like to use the Teamwire app yourself, you will need to create a user account, too. 97 97 98 -{{tabs idsToLabels="createuser=Create users, importuser=Import users, ldapuser=Sync LDAP users"/}} 67 +**Important: Your admin account is not a user account.** 68 +To log in on the Teamwire app, create a user with your email address. 99 99 100 -(% id="createuser" %) 101 -((( 102 -Select **Create new user** and enter the employee's first and last name, and business email address. 103 103 104 -The user will receive an automated email notification (see email template "Access email"). 105 -))) 106 - 107 -(% id="importuser" %) 71 +(% class="box infomessage" %) 108 108 ((( 109 - {{includereference="Customer.Administration.Dashboard-User-Manual.Users.WebHome"section="HImportusers" excludeFirstHeading="true"/}}73 +You can customise the mail notifications sent to your users and other admins in your organisation. They can be changed in the Dashboard at (% class="mark" %)Settings > Email Templates(%%). 110 110 ))) 111 111 112 -(% id="ldapuser" %) 113 -((( 114 -You can import existing users and groups from your LDAP or Active Directory infrastructure into Teamwire. This avoids the effort of manual user maintenance and circle assignment. 115 115 116 -This option is available in the dashboard's [[image:Public.Attachments.WebHome@icons-sync.svg||height="13" style="padding-bottom:5px" width="13"]] **LDAP Integration** section. For a detailed documentation on connecting an LDAP server, please refer to the [[Teamwire Dashboard manual ( {{icon name="sign-in" size="1x" cssClass="fa-blue helpc" title="This document is only available to logged-in users"/}})>>doc:Customer.Administration.Dashboard-User-Manual.LDAP-Synchronisation.WebHome||title="This document is only available to logged-in users"]]. 117 -))) 77 += Quick start for your users = 118 118 119 -(% style="border-color:var(--gili_blue_300)" %) 120 120 ---- 121 121 81 +Email invitations to users already include information on how to download the Teamwire app. 122 122 123 -(% class="numbox-title" %){{icon name="sliders" size="1x"/}} Optional: Create one-time passwords 124 - 125 -Once you have completed the user account creation process, you can generate one-time passwords for your employees and send them automatically by email. After successfully logging in, the users will be prompted to set a new password. 126 - 127 -To do this, select the respective users in the overview and choose **Set one-time password**. 128 - 129 - 130 - 131 -{{id name="rollout"/}} 132 - 133 -= (% class="numbox" %){{{4}}}(%%) (% class="numbox-title" %)Distribute to users(%%) = 134 - 135 -The default email notification of the user creation process already include information on how to download the Teamwire app. 136 - 137 137 We recommend that you provide the most important resources in a central info pool to allow your users to get started quickly - e.g. via intranet, SharePoint or mail. This includes 138 -We recommend that you also provide your users with the most important resources for a quick start in a central info pool, e.g. via intranet, a SharePoint, or newsletter. 139 139 140 -This includes 141 - 142 -* the links for the [[App Download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]] 85 +* links for the [[app download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]] 143 143 * a link to access the Teamwire Web Client: [[https://backend.teamwire.eu/web-client||rel="noopener noreferrer" target="_blank"]] 144 -* a link to [[frequently asked questions (FAQ)>>doc:Public.FAQ.WebHome||target="_blank"]] 145 -* the quick start guide "Setting up your Teamwire app" for [[iOS>>doc:Public.Applications.iOS.Quick-Start-App-Setup.WebHome||target="_blank"]] and [[Android>>doc:Public.Applications.Android.Quick-Start-App-Setup.WebHome||target="_blank"]] 146 -* the quick start guide "Teamwire key features" for [[iOS>>doc:Public.Applications.iOS.Quick-Start-Key-Features.WebHome||target="_blank"]] and [[Android>>doc:Public.Applications.Android.Quick-Start-Key-Features.WebHome||target="_blank"]] 147 -* the Teamwire app user manuals for [[iOS>>doc:Public.Applications.iOS.User-Manual.WebHome||target="_blank"]], [[Android>>doc:Public.Applications.Android.User-Manual.WebHome||target="_blank"]] and [[Desktop>>doc:Public.Applications.Desktop.User-Manual.WebHome||target="_blank"]] 87 +* Quick Start Guide: Easily setting up Teamwire for [[iOS>>doc:Public.Applications.iOS.Quick-Start-App-Setup.WebHome||target="_blank"]] or [[Android>>doc:Public.Applications.Android.Quick-Start-App-Setup.WebHome||target="_blank"]] 88 +* Quick Start Guide: Key features of Teamwire for [[iOS>>doc:Public.Applications.iOS.Quick-Start-Key-Features.WebHome||target="_blank"]] or [[Android>>doc:Public.Applications.Android.Quick-Start-Key-Features.WebHome||target="_blank"]] 89 +* user manuals of the Teamwire app for [[iOS>>doc:Public.Applications.iOS.User-Manual.WebHome||target="_blank"]], [[Android>>doc:Public.Applications.Android.User-Manual.WebHome||target="_blank"]] or [[desktop>>doc:Public.Applications.Desktop.User-Manual.WebHome||target="_blank"]] 148 148 149 - Feel free to useour[["Rollout to Users"template ({{icon name="sign-in"size="1x" cssClass="fa-blue helpc" title="Thisdocument is only available to logged-in users"/}})>>doc:Customer.Administration.Rollout-to-Users-Template.WebHome||title="This document is only available to logged-inusers"]],whichcontainsuseful information about Teamwire'sfeatures.91 +You are also free to use the [[Rollout to Users Template (Login required)>>doc:Customer.Administration.Rollout-to-Users-Template.WebHome||target="_blank"]] with useful information about the Teamwire features. 150 150 151 - 152 152 ## ## 153 - 154 -{{id name="next"/}} 155 - 156 -(% class="numbox-title" %)[[image:Public.Attachments.WebHome@icons-reshare.svg||style="padding-bottom:3px"]] [[Next steps...>>doc:Public.Getting-Started.First-steps-for-Teamwire-admins.Next-Steps.WebHome]] 157 - 158 -The next steps will allow you to further customise Teamwire to suit your company's needs. 159 - 160 -## ## 
 
- email-templates-EN.zip
-   - Author
-   ... ... @@ -1,1 +1,1 @@ 1 -XWiki.teamwire00 11 +XWiki.teamwire003 
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-   ... ... @@ -1,1 +1,1 @@ 1 - 6.7 KB1 +7.8 KB 
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- benutzerimport.csv
-   - Author
-   ... ... @@ -1,0 +1,1 @@ 1 +XWiki.teamwire001 
- Size
-   ... ... @@ -1,0 +1,1 @@ 1 +140 bytes 
- Content
-   ... ... @@ -1,0 +1,3 @@ 1 +email,first_name,last_name,group 2 +max.mustermann@beispiel.de,Max,Mustermann,Gruppe 1 3 +erika.musterfrau@beispiel.de,Erika,Musterfrau,Gruppe 1 
 
 
  