Last modified by teamwire001 on 2025/10/27 10:38

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1 This document provides information on how to set up Teamwire for your organisation in a few simple steps.
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3 This document covers the following topics:
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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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12 {{id name="admin"/}}
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14 = (% class="numbox" %){{{1}}}(%%) (% class="numbox-title" %)Create admin account(%%) =
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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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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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23 Your registration will be reviewed and approved by Teamwire.
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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**.
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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}}
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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.
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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"/}}
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47 = (% class="numbox" %){{{2}}}(%%) (% class="numbox-title" %)Set up organisation(%%) =
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49 Before your users get started, you should take care of the most important organisation settings.
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51 {{tabs idsToLabels="privacy=Privacy settings, registration=Login options, templates=Email templates"/}}
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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.
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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.
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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.
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68 These include, i.a.
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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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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 )))
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83 (% style="border-color:var(--gili_blue_300)" %)
84 ----
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87 {{id name="user"/}}
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89 = (% class="numbox" %){{{3}}}(%%) (% class="numbox-title" %)Create and manage users(%%) =
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91 You can now start creating user accounts.
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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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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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97 {{tabs idsToLabels="createuser=Create users, importuser=Import users, ldapuser=Sync LDAP users"/}}
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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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103 The user will receive an automated email notification (see email template "Access email").
104 )))
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106 (% id="importuser" %)
107 (((
108 {{include reference="Customer.Administration.Dashboard-User-Manual.Users.WebHome" section="HImportusers" excludeFirstHeading="true"/}}
109 )))
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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.
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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 )))
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118 (% style="border-color:var(--gili_blue_300)" %)
119 ----
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122 (% class="numbox-title" %){{icon name="sliders" size="1x"/}} Optional: Create one-time passwords
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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.
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126 To do this, select the respective users in the overview and choose **Set one-time password**.
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129
130 {{id name="rollout"/}}
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132 = (% class="numbox" %){{{4}}}(%%) (% class="numbox-title" %)Distribute to users(%%) =
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134 The default email notification of the user creation process already include information on how to download the Teamwire app.
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136 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.
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139 This includes
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141 * the links for the [[App Download>>doc:Public.Getting-Started.App-Download.WebHome||target="_blank"]]
142 * a link to access the Teamwire Web Client: [[https://backend.teamwire.eu/web-client||rel="noopener noreferrer" 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"]]
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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.
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151 ## ##
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153 {{id name="next"/}}
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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]]
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157 The next steps will allow you to further customise Teamwire to suit your company's needs.
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