Wiki source code of D. First steps for Teamwire admins
Version 9.1 by teamwire001 on 2025/09/12 11:19
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9.1 | 1 | This document provides information on how to set up Teamwire for your organisation in a few simple steps. |
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1.1 | 2 | |
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9.1 | 3 | This document covers the following topics: |
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1.1 | 4 | |
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9.1 | 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]] | ||
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1.1 | 11 | |
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9.1 | 12 | {{id name="admin"/}} |
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1.1 | 13 | |
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9.1 | 14 | = (% class="numbox" %){{{1}}}(%%) (% class="numbox-title" %)Create admin account(%%) = |
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1.1 | 15 | |
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9.1 | 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. |
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1.1 | 17 | |
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9.1 | 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}} | ||
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1.1 | 22 | |
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9.1 | 23 | Your registration will be reviewed and approved by Teamwire. |
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1.1 | 24 | |
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9.1 | 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"]] |
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| 27 | {{info title="Maximum security for your admin account"}} | ||
| 28 | We recommend that you enable two-factor authentication to prevent unauthorised access. | ||
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| 30 | You can find this feature at the upper right-hand corner under **My Profile**. | ||
| 31 | |||
| 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}} | ||
| 36 | |||
| 37 | |||
| 38 | (% class="numbox-title" %) {{icon name="sliders" size="1x"/}} Optional: Language settings | ||
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| 40 | The display language of the dashboard is based on your browser settings. If required, you can set the language of the dashboard yourself. | ||
| 41 | |||
| 42 | This setting can be found at the upper right-hand corner under **My Profile** ("Mein Profil"). | ||
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| 45 | {{id name="organisation"/}} | ||
| 46 | |||
| 47 | = (% class="numbox" %){{{2}}}(%%) (% class="numbox-title" %)Set up organisation(%%) = | ||
| 48 | |||
| 49 | Before your users get started, you should take care of the most important organisation settings. | ||
| 50 | |||
| 51 | {{tabs idsToLabels="privacy=Privacy settings, registration=Login options, templates=Email templates"/}} | ||
| 52 | |||
| 53 | (% id="privacy" %) | ||
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1.1 | 54 | ((( |
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9.1 | 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. |
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1.1 | 56 | |
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9.1 | 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. | ||
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1.1 | 62 | ))) |
| 63 | |||
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9.1 | 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. | ||
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1.1 | 67 | |
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9.1 | 68 | These include, i.a. |
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6.1 | 69 | |
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9.1 | 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 | ))) | ||
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1.1 | 75 | |
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9.1 | 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. | ||
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| 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)" %) | ||
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1.1 | 84 | ---- |
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9.1 | 87 | {{id name="user"/}} |
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1.1 | 88 | |
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9.1 | 89 | = (% class="numbox" %){{{3}}}(%%) (% class="numbox-title" %)Create and manage users(%%) = |
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1.1 | 90 | |
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9.1 | 91 | You can now start creating user accounts. |
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1.1 | 92 | |
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9.1 | 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. |
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1.1 | 94 | |
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9.1 | 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. |
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1.1 | 96 | |
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9.1 | 97 | {{tabs idsToLabels="createuser=Create users, importuser=Import users, ldapuser=Sync LDAP users"/}} |
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1.1 | 98 | |
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9.1 | 99 | (% id="createuser" %) |
| 100 | ((( | ||
| 101 | Select **Create new user** and enter the employee's first and last name, and business email address. | ||
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1.1 | 102 | |
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9.1 | 103 | The user will receive an automated email notification (see email template "Access email"). |
| 104 | ))) | ||
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1.1 | 105 | |
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9.1 | 106 | (% id="importuser" %) |
| 107 | ((( | ||
| 108 | Click **Import CSV** to create multiple users at once. Select a CSV file from your file explorer to upload it. | ||
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1.1 | 109 | |
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9.1 | 110 | Please note the following specifications for the file. |
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1.1 | 111 | |
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9.1 | 112 | * Encoding: UTF-8 |
| 113 | * Delimiter: comma | ||
| 114 | * Must contain the header row: {{code language="none"}}email,first_name,last_name,group{{/code}} | ||
| 115 | * CSV import is limited to 1,000 lines (incl. header). Please split larger files, following line limit. | ||
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1.1 | 116 | |
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9.1 | 117 | The email address, and first and last names are mandatory. An assignment to a circle (here "group") is optional and allows you to create new circles during user import. |
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1.1 | 118 | |
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9.1 | 119 | It is possible to assign users to multiple circles by listing them multiple times and specifying one of the circles under "group" for each line. |
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1.1 | 120 | |
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9.1 | 121 | [[{{icon name="download" size="1x"/}} Feel free to use this example file as a template for your import>>attach:Public.Attachments.WebHome@userimport.zip||download="Public.Attachments.WebHome@userimport.zip"]]. The optional assignment to "Divisions" is currently not supported by CSV import. |
| 122 | ))) | ||
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1.1 | 123 | |
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9.1 | 124 | (% id="ldapuser" %) |
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1.1 | 125 | ((( |
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9.1 | 126 | 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. |
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| 128 | 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"]]. | ||
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1.1 | 129 | ))) |
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9.1 | 131 | (% style="border-color:var(--gili_blue_300)" %) |
| 132 | ---- | ||
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1.1 | 133 | |
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9.1 | 135 | (% class="numbox-title" %){{icon name="sliders" size="1x"/}} Optional: Create one-time passwords |
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1.1 | 136 | |
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9.1 | 137 | 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. |
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1.1 | 138 | |
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9.1 | 139 | To do this, select the respective users in the overview and choose **Set one-time password**. |
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| 143 | {{id name="rollout"/}} | ||
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| 145 | = (% class="numbox" %){{{4}}}(%%) (% class="numbox-title" %)Distribute to users(%%) = | ||
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| 147 | The default email notification of the user creation process already include information on how to download the Teamwire app. | ||
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1.1 | 149 | 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 |
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9.1 | 150 | 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. |
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1.1 | 151 | |
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9.1 | 152 | This includes |
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| 154 | * the links for the [[App Download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]] | ||
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1.1 | 155 | * a link to access the Teamwire Web Client: [[https://backend.teamwire.eu/web-client||rel="noopener noreferrer" target="_blank"]] |
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9.1 | 156 | * a link to [[frequently asked questions (FAQ)>>doc:Public.FAQ.WebHome||target="_blank"]] |
| 157 | * 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"]] | ||
| 158 | * 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"]] | ||
| 159 | * 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"]] | ||
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1.1 | 160 | |
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9.1 | 161 | 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. |
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9.1 | 163 | |
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1.1 | 164 | ## ## |
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9.1 | 165 | |
| 166 | {{id name="next"/}} | ||
| 167 | |||
| 168 | (% 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]] | ||
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| 170 | The next steps will allow you to further customise Teamwire to suit your company's needs. | ||
| 171 | |||
| 172 | ## ## |