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get-started [2020/10/01 19:03] rafi created |
get-started [2021/07/02 05:57] (current) joe |
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==== Getting Started with Privatise: ===== | ==== Getting Started with Privatise: ===== | ||
- | === Starting a Trial: === | + | |
+ | ===Starting a Trial: === | ||
After having a call with one of our Account Executives and seeing that we can be a good match, you'll be invited to the Privatise Partner Program trial. | After having a call with one of our Account Executives and seeing that we can be a good match, you'll be invited to the Privatise Partner Program trial. | ||
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{{:: | {{:: | ||
- Create a new password. After choosing a password, check the box with the words “Privatise Master Partnership Agreement” and click “Go”. | - Create a new password. After choosing a password, check the box with the words “Privatise Master Partnership Agreement” and click “Go”. | ||
- | {{:: | + | |
- | | + | |
- | - There you'll be brought | + | === Adding a new Company Account Manually: === |
- | - You'll also be able to use the "Setup Wizard" to invite | + | |
- | - Alternatively, | + | Here is how to add a new company account manually through the portal. If you wish to deploy through an RMM, [[start| please click here for RMM deployment documentation]]. |
- | {{::trial-wizard.png?400|}} | + | |
+ | To add a new company manually: | ||
+ | |||
+ | | ||
+ | {{:: | ||
+ | - Add company details. Here you' | ||
+ | - The email you add will be the company admin account for that specific company if they want to self manage. It does not have to be used and can be any email, but needs to be unique! Do not use your partner email there as it will likely error. | ||
+ | - Click on the "Add Button" | ||
+ | {{:: | ||
+ | - You will see a popup with a spinning loading icon as the customer is processed by our system. This should take only a few seconds. | ||
+ | - {{:: | ||
+ | - Once complete, you should see a " | ||
+ | - {{:: | ||
+ | - If you get an error: | ||
+ | - Make sure you used a unique email for the admin email. If you don't want to give your company admin access, try using a fake email at your own domain. For example, if your company is called " | ||
+ | - Make sure the company your creating does not already exist in your dashboard. | ||
+ | - After getting the success message, go to " | ||
+ | {{:: | ||
+ | |||
+ | ==== Accessing a Company' | ||
+ | |||
+ | Once you create | ||
+ | - To manage a company, please click on the " | ||
+ | {{:: | ||
+ | | ||
+ | {{:: | ||
+ | - To add additional users, click on the "Add User" menu button on the left sidebar. | ||
+ | {{:: | ||
+ | - You will be brought | ||
+ | {{::add-team-member.png? | ||
+ | - Like previously when you added a company | ||
+ | - If you have errors: | ||
+ | - Make sure you put in a unique email. | ||
+ | - If loading was stuck, please click on " | ||
+ | - If adding users in batches, make sure to separate with line breaks and not commas, as sometimes commas causes errors. | ||
+ | - Make sure to have less than 50 emails in a batch. Try a small batch of only 5 emails and see if that works and then increase it to 10, 15, 20 etc. to see if a large batch was causing errors. | ||
+ | - Once added, go back to the Managed User Portal Dashboard. You will now see your new company | ||
+ | - {{:: | ||
+ | |||
+ | ==== Manage a Company by Groups ==== | ||
+ | |||
+ | Groups are the fundamental building block of companies in Privatise. Every company has at least one group, but a company can also be broken up into multiple groups. By default, all the new users and devices belong to the default group. You will however be able to add groups, delete groups, split up users between groups etc. Through group policies, | ||
+ | |||
+ | By default, you have one Default Group per company. You can manage it under Manage Groups in the left sidebar. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once you click on that, you' | ||
+ | |||
+ | {{:edit-group-settings-default.png?400|}} | ||
+ | |||
+ | Now you'll have access to the group settings in the Default Group. If you have not added more groups, all of your users and devices will be controlled by the settings in this group. | ||
+ | |||
+ | Within group settings you can: | ||
+ | |||
+ | 1. Provision and enable your ROC (Remote Office Cluster) | ||
+ | 2. Set up whitelisting for sites you don't want the app to pass through. | ||
+ | 3. Access your DNS filtering (ROC required) | ||
+ | 4. Access virtual firewall (ROC required) | ||
+ | 5. Create global trusted networks. | ||
+ | |||
+ | We recommend you provision a ROC for maximum security. For more information on setting up company settings via groups, please go here: [[groupsettings| please click here for group settings documentation.]] |