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Last modified by teamwire001 on 2025/10/29 11:28
From version 8.1
edited by teamwire001
on 2025/08/12 11:12
Change comment: Uploaded new attachment "email-templates-EN.zip", version 1.2
To version 10.1
edited by teamwire001
on 2025/10/27 10:38
Change comment: DOC-478

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1 -Learn how to configure Teamwire for your company in just a few steps.
1 +This document provides information on how to set up Teamwire for your organisation in a few simple steps.
2 2  
3 +This document covers the following topics:
3 3  
4 -= Create admin account =
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 +## ##
5 5  
6 -----
12 +{{id name="admin"/}}
7 7  
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"]]
14 += (% class="numbox" %){{{1}}}(%%) (% class="numbox-title" %)Create admin account(%%) =
10 10  
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"]].
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.
13 13  
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 +{{html}}
19 +<a href="https://backend.teamwire.eu/static/dashboard/index.html#/auth/register" style="text-decoration: none;" target="_blank">
20 +<button class="btn btn-gili_blue" style="width:220px; height:50px;" type="button">Register as admin now</button></a>
21 +{{/html}}
15 15  
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 +Your registration will be reviewed and approved by Teamwire.
20 20  
21 -(% class="box infomessage" %)
22 -(((
23 -You can change the **Dashboard language.**
25 +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"]]
24 24  
25 -Log in on the Dashboard to open your admin profile in the upper-right area ("My Profile") and change your settings.
26 -)))
27 +{{info title="Maximum security for your admin account"}}
28 +We recommend that you enable two-factor authentication to prevent unauthorised access.
27 27  
30 +You can find this feature at the upper right-hand corner under **My Profile**.
28 28  
32 +* Here, please select **Enable two-factor authentication**.
33 +* 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**.
34 +* Enter the generated token and confirm your input.
35 +{{/info}}
29 29  
30 -= Configure organisation =
31 31  
32 -----
38 +(% class="numbox-title" %) {{icon name="sliders" size="1x"/}} Optional: Language settings
33 33  
34 -Before your users get started, you should take care of the most important settings.
40 +The display language of the dashboard is based on your browser settings. If required, you can set the language of the dashboard yourself.
35 35  
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 +This setting can be found at the upper right-hand corner under **My Profile** ("Mein Profil").
38 38  
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"]]
41 41  
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 +{{id name="organisation"/}}
44 44  
45 -## ##
47 += (% class="numbox" %){{{2}}}(%%) (% class="numbox-title" %)Set up organisation(%%) =
46 46  
47 -= Create and manage users =
49 +Before your users get started, you should take care of the most important organisation settings.
48 48  
51 +{{tabs idsToLabels="privacy=Privacy settings, registration=Login options, templates=Email templates"/}}
52 +
53 +(% id="privacy" %)
54 +(((
55 +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.
56 +
57 +* **Privacy Mode**
58 +This determines which contacts are being synchronised (e.g. additional address book contacts). All modes are explained in detail in the dashboard.
59 +
60 +* **Privacy Options**
61 +Here you will find further options for allowing or restricting communication with external and internal contacts.
62 +)))
63 +
64 +(% id="registration" %)
65 +(((
66 +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.
67 +
68 +These include, i.a.
69 +
70 +* the maximum amount of devices per user.
71 +* to enable/disable login in with a password.
72 +* the password policies (length, strength, expiration, autom. blocking for failed login attempts).
73 +* the registration token for authentication via EMM or MDM configuration.
74 +)))
75 +
76 +(% id="templates" %)
77 +(((
78 +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.
79 +
80 +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"]].
81 +)))
82 +
83 +(% style="border-color:var(--gili_blue_300)" %)
49 49  ----
50 50  
51 -You can now start creating and inviting user accounts for your employees.
52 52  
53 -They are maintained in the Dashboard at (% class="mark" %)Manage > Users(%%). Make sure that all users use the same email domain.
87 +{{id name="user"/}}
54 54  
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.
89 += (% class="numbox" %){{{3}}}(%%) (% class="numbox-title" %)Create and manage users(%%) =
57 57  
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 -## ##
91 +You can now start creating user accounts.
62 62  
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.
93 +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.
65 65  
95 +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.
66 66  
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.
97 +{{tabs idsToLabels="createuser=Create users, importuser=Import users, ldapuser=Sync LDAP users"/}}
69 69  
99 +(% id="createuser" %)
100 +(((
101 +Select **Create new user** and enter the employee's first and last name, and business email address.
70 70  
71 -(% class="box infomessage" %)
103 +The user will receive an automated email notification (see email template "Access email").
104 +)))
105 +
106 +(% id="importuser" %)
72 72  (((
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(%%).
108 +{{include reference="Customer.Administration.Dashboard-User-Manual.Users.WebHome" section="HImportusers" excludeFirstHeading="true"/}}
74 74  )))
75 75  
111 +(% id="ldapuser" %)
112 +(((
113 +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.
76 76  
77 -= Quick start for your users =
115 +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"]].
116 +)))
78 78  
118 +(% style="border-color:var(--gili_blue_300)" %)
79 79  ----
80 80  
81 -Email invitations to users already include information on how to download the Teamwire app.
82 82  
122 +(% class="numbox-title" %){{icon name="sliders" size="1x"/}} Optional: Create one-time passwords
123 +
124 +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.
125 +
126 +To do this, select the respective users in the overview and choose **Set one-time password**.
127 +
128 +
129 +
130 +{{id name="rollout"/}}
131 +
132 += (% class="numbox" %){{{4}}}(%%) (% class="numbox-title" %)Distribute to users(%%) =
133 +
134 +The default email notification of the user creation process already include information on how to download the Teamwire app.
135 +
83 83  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
137 +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.
84 84  
85 -* links for the [[app download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]]
139 +This includes
140 +
141 +* the links for the [[App Download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]]
86 86  * a link to access the Teamwire Web Client: [[https://backend.teamwire.eu/web-client||rel="noopener noreferrer" 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"]]
143 +* a link to [[frequently asked questions (FAQ)>>doc:Public.FAQ.WebHome||target="_blank"]]
144 +* 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"]]
145 +* 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"]]
146 +* 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"]]
90 90  
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.
148 +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.
92 92  
150 +
93 93  ## ##
152 +
153 +{{id name="next"/}}
154 +
155 +(% 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]]
156 +
157 +The next steps will allow you to further customise Teamwire to suit your company's needs.
158 +
159 +## ##