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.

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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,

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  1. From the Knowledge base portal navigate to Settings > Users & security > Team accounts & groups > Team accounts (tab)
  2. Click the "Create" button and choose "Team account"
  3. A "Create team account" popup appears

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  1. 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 in one go.
  2. Click on the "SSO" checkbox if you wish to add the accounts as a Single Sign-On account
  3. Click on the "Skip invitation mail" if you don't want your new users to receive an invitation mail
  4. Select the portal role for the new accounts
    Note: You cannot choose individual portal roles for each of the emails you enter in the "Email" field
  5. Choose the content role for the new Team accounts and choose the level of content access you want the new Team accounts to hold
    Note: You can choose multiple content roles for different content access by clicking on the "Select another content role" option
  6. Finally, assign a Team account group for the new Team accounts. This field is optional. You can have Team accounts without being associated with any group
  7. Click on the "Create team account" button

Importing Team accounts

You can use the Import team accounts feature to add more than five accounts in one go. To add a new Team account to your project,

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  1. From the Knowledge base portal navigate to Settings > Users & security > Team accounts & groups > Team accounts (tab)
  2. Click the "Create" button and choose "Import team account"
  3. A "Import team account" popup appears

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  1. Click on the "SSO" checkbox if you wish to add the accounts as a Single Sign-On account
  2. Download the CSV file template by clicking the "Download template" option
  3. Open the downloaded CSV file in a local application such as MS Excel, enter the new account emails, first and last names
  4. 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

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  1. The data is validated. The "Valid emails" and "Invalid emails" are listed
  2. Click on the "Skip invitation mail" if you don't want your new users to receive an invitation mail
  3. Assign the Portal role, Content role, Content access, and Group for the imported Team accounts using the respective dropdown
  4. Click on the "Import" button

Editing, deleting, and converting Team accounts

  • To edit a team account, hover over the account from the list on the "Team accounts overview" page and click on the "Edit" icon found on the right

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  • To delete one or more Team accounts, select the account from the list on the "Team accounts overview" page and click on the "Delete" button at the top

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  • To convert one or more Team accounts as SSO accounts, select the Document360 accounts (non-SSO accounts) from the list on the "Team accounts overview" page and click on the "Convert to SSO account" button at the top

Filter and Export Team account information

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

  • Click the "Filter" button to narrow the Team accounts from the list using the following parameters and click "Apply."
    • Portal role (Admin, Contributor, etc.)
    • Account type (Document360 user, SSO user)

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  • Click on the "Export" button, and the list of Team accounts is downloaded as a CSV file in your device's local storage

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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.

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  1. Click on the "Buy more" option
  2. A "Purchase addon" popup appears
  3. Enter the number of Team accounts required or use the "+" (plus icon) and "-" (Minus icon) to select the number
  4. The total cost is displayed below
  5. Click on the "Confirm payment" and the Email with the purchase information is sent