Portal Administrator.
Getting Started.

• 1. User management
• 2. Content management
• 3. Portal statistics
• 4. Backup and Deactivation

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A TeamLab administrator gets the maximum access to TeamLab, he can perform the same operations as any portal user does. His additional access permissions are listed below.

General Access Privileges

• change user profiles;
• configure SMTP settings;
• configure DNS settings;
• configure trusted mail server settings;
• add/remove people from the list of administrators;
• change portal's settings;
• view portal statistics.

Community Access Privileges

• create new forums and forum categories;
• moderate TeamLab content.

Projects Access Privileges

• create new projects/confirm New Project requests by other users;
• fully manage all content across all projects (manage team, tasks, milestones etc.).

Documents Access Privileges

• manage and edit files stored in Common Documents folder.

CRM Access Privileges

• configure module settings;
• read and moderate all content.

1. User management

Add/invite users

There are three different ways to add/invite people to your portal:

• Use New Employee option.
  This option allows you to add people one by one to the list of TeamLab users.

  1. Enter the Community module and open the Employees tab.
  2. Click the New Employee link on the Actions panel.
  3. Enter your co-worker's personal details (the first name, last name and email fields are obligatory).
  4. Click the Add button.
  
  The added employee will receive an email notification that a new profile has been created for him. We recommend using this option if you have access to detailed information about those you wish to add and in case you need to add a newcomer.

• Use Add Users option.
  This option allows you to add people using contact information from a different source:

  • Yahoo, Google, Windows Live;
  • CSV file.
• Use the invitation link.
  

  To invite your co-workers or friends to the portal, let them know about your portal by composing your own message with an invitation link. Copy the corresponding link from the General Portal Settings page and send the email to your selected recipients.

Edit user profile

You can change employee's personal data. To change any user data:

1. Click the employee's name to access his profile.
2. Click the Edit link.
3. Enter the necessary information.
4. Use the Save button to change user personal details.

Add departments

In order to group portal users you can create a list of your company's departments. First you need to add departments to TeamLab and then assign people to their corresponding department.

1. Enter the Community module and open the Employees tab.
2. Click the Add Department link on the Actions panel.
3. In the opened window enter the department's name.
4. Select its head from the drop-down list of portal users.
5. Click the Add button.

The new «empty» department will appear in the list of the company's departments.
To add people to a department, select the needed department in the list of departments by clicking its title. Next click the Edit Staff button. In the opened window select the employees you would like to add and click the rightwards arrow.

Organize administrators

To add/remove people from the list of TeamLab administrators:

1. Go to the Portal Settings page.
2. Open the Administrators tab and see a list of the employees who currently have administrator rights.
3. Click the Edit button below the list.
4. In the Select Employees window check the needed people on the list of employees on the left and click the rightwards arrow to add them to the list. To remove employees, check them in the list to the right and click the leftwards arrow.
5. When all changes are made, click the Save button.

Disable users

You can disable an employee who no longer works for the company by using the Disable link on his profile page. Disabling the employee will hide his profile, but will not delete his actions inside TeamLab (his posts in blogs and forums, photos uploaded or commented etc). You will be able to either enable or delete the disabled employee's profile from the profile page if needed.

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2. Content management

• Inside the Community module these links are available for every post, comment, event, photo, bookmark and wiki page.
• Inside the Projects module these links are available for project-related discussions and any type of comments.
• Inside the CRM module these links are available for any contact (person or company), opportunity and case.

To edit an item, click the Edit link. To delete permanently an item, use the Delete link.

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3. Portal statistics

The portal's statistics include the following information:

• date of creation;
• number of users on the portal;
• size of space it uses;
• size of uploaded files (by modules);
• customizable usage graph.

Here you can also pay for TeamLab Extra Storage and get more disk space for your portal.

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4. Backup and Deactivation

If you do not need your TeamLab portal any more, you can Deactivate or Delete permanently your portal on the Backup/Deactivation page clicking the corresponding button.

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