Step 1 - Set Password Policy

Before you do anything else, it's recommended that you set a strong password policy to ensure your team's VPN accounts are secure.

1. Click Set Password Policy on the left-side of the Team Management options screen
2. A window will pop up asking you to set the following:
   • Minimum Password Length
   • Minimum Uppercase Letters
   • Minimum Non-Alphabet/Special Characters
3. Click Save Policy

Step 2 - Trusted Domains

The next step should lead you to start thinking about inviting users to your team and whether or not you want to limit your users based on the domain of their email address. Using trusted domains is an additional way to secure your team 

If you will not be using a trusted domain, skip to the bottom and select Next Step

If you will be using trusted domains to secure your team, follow the instructions below.

1. In the Trusted domains row, click Manage
2. Check Enable trusted domains
3. In the form box that opens, add any domains you want to be added to the trusted domains list
4. Click the Save button

Step 3 - Invite Users

It's now time to add users to your team and there are two ways to accomplish this. Please note, these options are not mutually exclusive and you can use both options simultaneously.

If you want to simply provide a URL to everyone and allow them to create their own accounts, creating a signup URL is the option for you. If you haven't set up trusted domains and don't want anyone outside of your organization's email domain joining your team, you may want to reconsider setting up a trusted domain when using the signup URL option.

1. In the Signup URL row, click Create
2. A Create Signup URL window will pop up; click the Create button

You will now see a URL in the same row. Anyone you send the URL to will see be able to create an account and join your team.

Option 2 - Send Email Invitation

If you want to have more control over who receives an invitation to join your team, you can send email invitations to specific people.

1. In the Invitations row, click Manage
2. Click Invite More
3. An Invite Users window will pop up asking you to enter the email addresses for the users you'd like to invite to your team. 
4. Once you're finished adding the email addresses, you have the option to click Create accounts automatically
   • This option creates the user's account using the email address you sent the invitation to, otherwise, the user can create an account with any email address they want
5. Click the Invite button

Step 4 - Set Team Admins

Now that you've added users to your team, let's set up your team admins. There are two admin roles available - team admin and team owner.

Team Owners can manage all admins.

Team Admins can:

• Invite new users
• Manage trusted domains
• Add or remove Signup URL
• Manage team networks
• Modify notifications for other team admins

1. In the Admins row, click Manage
2. On the Admin Management screen, select Add Team Admin
3. A window will pop up asking you to Add a Team Admin; enter their email address and click Add

1. In the Admins row, click Manage
2. Locate the desired admin and select Promote
3. Choose the desired options and click the Promote button
   • Please note, each team has only one owner (which is you by default); by promoting another admin to Owner, you will no longer have any control in the team manager portal space

Step 5 - End-User Education

Congratulations! Your team set up is now complete. Make sure you visit our End-User Guide that includes information to help your team users download, install, and configure Encrypt.team.

• Our Quick Start User Guide will tell your end-users where to download the application, based on OS as well as basic setup steps
• We've created an FAQ to give your end-users some information on what Encrypt.team is and how it works
• Learn how to manage the app based on OS
• And more!