get-started

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get-started [2020/10/20 12:10]
rafi 		get-started [2021/07/02 05:57] (current)
joe
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 {{::trial_invite.png?400|}} {{::trial_invite.png?400|}}
   - 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​”.
-{{::create-trial-password.png?400|}} 
   - Once you create a password, you'll be brought into the Partner Portal under your trial account, where you'll be able to add a new company.   - Once you create a password, you'll be brought into the Partner Portal under your trial account, where you'll be able to add a new company.
  
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   - Go to "Add a Company" in the left sidebar in the Partner Portal OR click the green Add Company button in the dashboard of the Partner Portal.   - Go to "Add a Company" in the left sidebar in the Partner Portal OR click the green Add Company button in the dashboard of the Partner Portal.
 {{::add-customer.png?400|}} {{::add-customer.png?400|}}
-  - 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.
-{{::add-customer-account.png?400|}} +
-  - 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"
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 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, have control over the group firewall, and more. 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, have control over the group firewall, and more.
  
-By default, you have one Default Group per company. You can manage it in edit s+By default, you have one Default Group per company. You can manage it under Manage Groups in the left sidebar.
  
 +{{:manage-groups-sidebar.png?400|}}
 +
 +Once you click on that, you'll want to click on "Edit Group Settings" For the Default Group.
 +
 +{{: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.]]
  • get-started.1603195847.txt.gz
  • Last modified: 2020/10/20 12:10
  • by rafi