Wiki source code of D. First steps for Teamwire admins
Last modified by teamwire003 on 2024/03/15 09:33
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1.1 | 1 | Learn how to configure Teamwire for your company in just a few steps. |
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4 | = Create admin account = | ||
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6 | ---- | ||
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8 | Access the [[Teamwire Dashboard>>url:https://admin.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"]] | ||
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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://admin.teamwire.eu||rel="noopener noreferrer" target="_blank"]]. | ||
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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. | ||
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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 | ## ## | ||
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21 | (% class="box infomessage" %) | ||
22 | ((( | ||
23 | You can change the **Dashboard language.** | ||
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25 | Log in on the Dashboard to open your admin profile in the upper-right area ("My Profile") and change your settings. | ||
26 | ))) | ||
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29 | = Configure organisation = | ||
30 | |||
31 | ---- | ||
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33 | Before your users get started, you should take care of the most important settings. | ||
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35 | * **Privacy Mode** at (% class="mark" %)Settings > Privacy Settings(%%) | ||
36 | 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. | ||
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38 | * **Password Login** at (% class="mark" %)Settings > Login & Registration(%%) | ||
39 | 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"]] | ||
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41 | * **Password Policies** at (% class="mark" %)Settings > Login & Registration(%%) | ||
42 | Define the requirements for the password that users can set to log in on the Teamwire app. | ||
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44 | ## ## | ||
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46 | = Create and manage users = | ||
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48 | ---- | ||
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50 | You can now start creating and inviting user accounts for your employees. | ||
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52 | They are maintained in the Dashboard at (% class="mark" %)Manage > Users(%%). Make sure that all users use the same email domain. | ||
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54 | * **Invite individual users** | ||
55 | 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. | ||
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57 | * **Import users via CSV file** | ||
58 | Use "Import CSV" to create multiple users at once. Select a CSV file from your file explorer to upload it. | ||
59 | 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. | ||
60 | ## ## | ||
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62 | 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". | ||
63 | Please note that your users can only log in with the password if you have previously enabled the "Password Login" option. | ||
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66 | **Important: Your admin account is not a user account.** | ||
67 | To log in on the Teamwire app, create a user with your email address. | ||
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70 | (% class="box infomessage" %) | ||
71 | ((( | ||
72 | 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(%%). | ||
73 | ))) | ||
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76 | = Quick start for your users = | ||
77 | |||
78 | ---- | ||
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80 | Email invitations to users already include information on how to download the Teamwire app. | ||
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82 | 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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84 | * links for the [[app download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]] | ||
85 | * a link to access the Teamwire Web Client: [[https://backend.teamwire.eu/web-client||rel="noopener noreferrer" target="_blank"]] | ||
86 | * 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"]] | ||
87 | * 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"]] | ||
88 | * 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"]] | ||
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90 | 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. | ||
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92 | ## ## |