Team Manager Reference Guide

Written By Marissa Fegan (Super Administrator)

Updated at December 8th, 2020

Table of Contents

Set Password PolicyManage my Team

When you are an Encrypt.team team manager, you can not only manage your own email, password, and past activity but you can manage your team as well. When you log in to your team manager account, you will also see options to download the application. Refer to Related Articles for our Quick Start User Guide for help with the initial setup. 

Scroll to the bottom of your account page to find account management options and click Manage my team.


Set Password Policy

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

Manage my Team

When you choose to manage your team, you'll see the following:

Match the reference letters in the screenshot above for details on that specific management feature below.

A - Team Networks

Team networks group private endpoints into a shared security group or common locality. You can either allow all users to automatically access endpoints within a network or restrict access to networks for specific users.

To create a team network:

  1. In the Team networks row, click Manage
  2. On the Networks screen, click Create Network
  3. A window will pop-up to name your network
    • If you want to add all of your team users into this network, add a check next to Add all users to this network
      • If you only want to add some, leave this unchecked; you'll be able to add individual users in a later step
  4. Click the Create button

To add individual users:

  1. From the Networks screen, click the name of your network
  2. In the Users row, click Manage
  3. Click View all users
  4. Add a check next to the desired users then click the Bulk Actions drop-down menu in the header row
  5. Click Set Permissions
  6. Add a check next to your network and click the Save button

To manage users:

  • See section C - Manage Users below

To add target to your network:

  1. In the Team networks row, click Manage
  2. On the Networks screen, click the name of your network
  3. Click Add Target (Self-Hosted)
  4. A window will pop-up to create a new target
    1. Name your target
    2. Add a check next to Is Enabled
    3. Add a domain name
    4. Click the Create button
  5. Click Create Server
  6. A window will pop-up to create a new server
    1. Add a nickname for your server
    2. Click the Create button

 

B - Manage Admins

To add a team admin:
  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
To modify a team admin:
  1. In the Admins row, click Manage
  2. Locate the desired admin and select Modify
  3. Choose the desired options and click the Save button
To promote a team admin:
  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
    • Available roles: New Owner (manage admins) or Billing Contact
    • Please note, each team has only one owner and one billing contact

 

C - Manage Users

  • Individual Actions
    1. In the Users row, click Manage
    2. Locate the desired user and click the Actions drop-down menu
      • Manage Devices 
      • Revoke will remove the user from your team and they will no longer have access
  • Bulk Actions
    1. Add a check next to the desired users then click the Bulk Actions drop-down menu in the header row
      • Set Permissions allows you to set network permissions for the selected users

 

D - Signup URL

Creating a signup URL allows you to have a private URL that anyone who has the link can use to signup for your team.

  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 an invitation to join your team.

 

E - Invitations

Another way to add members to your team is to send them an invitation.

  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

 

F - Trusted Domains

Adding a trusted domain here helps to secure your team, allowing only users with email addresses on the trusted domain list to join your team.

  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