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Last modified by teamwire001 on 2025/10/29 11:28
From version 13.1
edited by teamwire001
on 2025/10/29 11:28
Change comment: Deleted attachment "email-templates-DE.zip"
To version 8.1
edited by teamwire001
on 2025/08/12 11:12
Change comment: Uploaded new attachment "email-templates-EN.zip", version 1.2

Summary

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1 -This document provides information on how to set up Teamwire for your organisation in 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 -<button class="btn btn-light_blue" style="width:220px; height:60px;" type="button">Create account now</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" %) {{icon name="sliders" size="1x"/}} Optional: Language settings
34 +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 -{{id name="organisation"/}}
45 +## ##
47 47  
48 -= (% class="numbox" %){{{2}}}(%%) (% class="numbox-title" %)Set up 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 -{{include reference="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 use our [["Rollout to Users" template ( {{icon name="sign-in" size="1x" cssClass="fa-blue helpc" title="This document is only available to logged-in users"/}})>>doc:Customer.Administration.Rollout-to-Users-Template.WebHome||title="This document is only available to logged-in users"]], which contains useful information about Teamwire's features.
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 -## ##
benutzerimport.csv
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1 +XWiki.teamwire001
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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
email-templates-DE.zip
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1 +XWiki.teamwire001
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