Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
get-started [2020/10/01 20:14] rafi |
get-started [2021/07/02 05:57] (current) joe |
||
---|---|---|---|
Line 9: | Line 9: | ||
{{:: | {{:: | ||
- 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 to a "Setup Wizard" | + | |
- | - You'll also be able to use the "Setup Wizard" | + | |
- | - Alternatively, | + | |
- | {{:: | + | |
- | === Adding a new Company | + | === Adding a new Company Account Manually: === |
- | Here is how to add a new company | + | 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]]. |
- | To add a new company | + | To add a new company manually: |
- | - Go to "Add a Customer" in the left sidebar in the Partner Portal OR click the green Add Customer Team Account | + | - Go to "Add a Company" in the left sidebar in the Partner Portal OR click the green Add Company |
{{:: | {{:: | ||
- | - Choose whether to add a customer with a PSA integration or manually. We will be covering manual deployment here. [[start| please click here for deploying customers with a PSA]]. | + | - Add company details. Here you'll put in the main admin firstname, lastname, email, and the company name you want to add. |
- | {{:: | + | |
- | | + | |
- 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. | - 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" | - Click on the "Add Button" | ||
Line 35: | Line 28: | ||
- {{:: | - {{:: | ||
- If you get an error: | - If you get an error: | ||
- | - Make sure you used a unique email for the admin email. If you don't want to give your customer | + | - Make sure you used a unique email for the admin email. If you don't want to give your company |
- | - Make sure the customer | + | - Make sure the company |
- | - After getting the success message, go to " | + | - After getting the success message, go to " |
{{:: | {{:: | ||
- | ==== Accessing a Customer's Managed User Portal ==== | + | ==== Accessing a Company's Managed User Portal ==== |
- | Once you create your new customer | + | Once you create your new |
- | - To manage a customer, please click on the " | + | - To manage a company, please click on the " |
{{:: | {{:: | ||
- You should now be inside your customer' | - You should now be inside your customer' | ||
Line 49: | Line 42: | ||
- To add additional users, click on the "Add User" menu button on the left sidebar. | - To add additional users, click on the "Add User" menu button on the left sidebar. | ||
{{:: | {{:: | ||
- | - You will be brought to an " | + | - You will be brought to an " |
{{:: | {{:: | ||
- Like previously when you added a company manually from the Partner Portal. A loading and success popup will show. | - Like previously when you added a company manually from the Partner Portal. A loading and success popup will show. | ||
Line 55: | Line 48: | ||
- Make sure you put in a unique email. | - Make sure you put in a unique email. | ||
- If loading was stuck, please click on " | - If loading was stuck, please click on " | ||
- | - If adding | + | - If adding |
- 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. | - 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 team member! | + | - Once added, go back to the Managed User Portal Dashboard. You will now see your new company user! |
- {{:: | - {{:: | ||
+ | ==== 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, you'll be able to provision a ROC (Remote Office Cluster), create custom rules and permissions, | ||
+ | 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'll want to click on "Edit Group Settings" | ||
+ | |||
+ | {{: | ||
+ | |||
+ | 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.]] |