Managing team accounts

You can access the "Team accounts overview" page by navigating to Settings > Users & security > Team accounts & groups > Team accounts (tab).  You can add, edit, convert, and delete Team accounts from this section of your project.

NOTE

Any existing team account with permissions can add or manage a team account, assign content access, and more.

Adding new Team accounts

To add one or more Team accounts to your project,

1. Navigate to Settings () > Users & security > Team accounts & groups > Team accounts tab in the Knowledge base portal.

2. Click Create > Team account to open the New team account window.

3. In the Email field, enter the email addresses of the accounts you wish to add.

   NOTE

   You can add up to 5 emails separated by a comma at the same time.

4. Select the SSO user checkbox to add the team account as an SSO user.

5. If you selected the SSO user checkbox, select an SSO configuration from the Select SSO dropdown menu.

6. Select the Skip invitation mail checkbox, if you don't want your new users to receive an invitation email.

7. Choose the desired portal role for the new accounts.

   NOTE

   You cannot choose individual portal roles for each email you enter in the Email field.

8. Select the desired content role for the new team accounts and choose the level of content access you want them to have.

   NOTE

   You can choose multiple content roles for different content access by clicking on the Add another content role option.

9. Finally, assign groups for the new team accounts from the Assign groups dropdown. This field is optional. You can add team accounts without associating them with any group.

10. Once done, click New team account.

Importing Team accounts

You can use the Import team accounts feature to add more than five accounts at once. To add new team accounts to your project:

1. Navigate to Settings () > Users & security > Team accounts & groups > Team accounts tab in the Knowledge base portal.

2. Click Create > Import team accounts to open the Import team account window.

3. Select the SSO user checkbox to add the team accounts as an SSO users.

4. If you selected the SSO user checkbox, select an SSO configuration from the Select SSO dropdown menu.

5. Download the CSV file template by clicking the "Download template" option.

6. Open the downloaded CSV file in a local application such as MS Excel, enter the new account emails, first and last names.

7. Save the file and upload the CSV file in the Document360 window by clicking on Click to upload. You can also drag and drop the file in the designated drop frame.

8. The data will be validated, and the Valid emails and Invalid emails will be listed in the Validation summary table.

9. Click on the Skip invitation mail checkbox if you don't want your new users to receive an invitation mail.

10. Assign the Portal role, Content role, Content access, and Group for the imported Team accounts using the respective dropdown.

11. Click on the Import button.

Editing, deleting, and converting Team accounts

Editing a Team Account:

• Hover over the desired account on the Team accounts & groups page and click the Edit icon on the right.

Deleting Team Accounts:

• Select the account(s) from the Team accounts overview page and click the Delete button at the top.

Converting Team Accounts to SSO:

• Select the Document360 accounts (non-SSO) from the Team accounts overview page and click the Convert to SSO account button at the top.

• Select a SSO configuration from the Select SSO dropdown menu.

Filter and Export Team account information

There are three buttons found at the top of the list: "Filter," "Export," and "Create."

Filtering Team Accounts
Click the Filter button to narrow down the list of Team accounts using the following parameters, then click Apply:

• Portal role: Admin, Contributor, Reviewer, Owner

• Account type: Document360 user, SSO user

  • SSO user: Selecting this filter will further show a list of available SSO configurations.

Exporting Team Accounts
Click the Export button to download the filtered list of Team accounts as a CSV file to your device's local storage.

Purchase more Team accounts

If you need more Team accounts than your current plan offers, you can buy them as an addon. The total Team accounts available and the total Team accounts used are available at the top of the page.

1. Click Upgrade your plan.

   The Choose your plan and billing cycle page will appear.

2. Enter the number of Team accounts required or use the "+" (plus icon) and "-" (Minus icon) to select the number

3. The total cost is displayed below

4. Click on the "Confirm payment" and the Email with the purchase information is sent

FAQ(s)