Portal User. Getting Started.

• 1. Access TeamLab portal
• 2. Edit profile
• 3. Check activities
• 4. Edit subscriptions
• 5. Customize portal

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In general, the access rights inside TeamLab can be divided into two groups: User and Administrator privileges. A portal user can access all TeamLab modules.

Inside Community there are 2 access levels:

• user;
• administrator.

Inside Projects there are 4 access levels:

• user (a TeamLab member not participating in any project);
• project team member;
• project manager;
• administrator.

Inside Documents there are 2 access levels:

• user;
• administrator.

Inside CRM there are 2 access levels:

• user;
• administrator.

TeamLab Talk and Calendar don't have any access limits.

1. Access TeamLab portal

Upon registration or when you are invited to join TeamLab, you receive an email notification with a link to the portal and some information about its functionality. To enter the portal, follow the link from the notification email and set your personal password.

Next time access the portal by typing [your portal name].teamlab.com in the address bar of your Internet browser. This will display the Sign-In page. Enter your email address and then your password below. Finally, press the Sign In button in order to enter the portal.

You can also sign in to your portal using the appropriate link at the top of the main page of the TeamLab website at www.teamlab.com.

In this way you can access your web office from anywhere, at any time in order to share an important information, manage your workflow, view a necessary document or discuss an event with your colleagues.

To sign out, click the [Your Name] link always available at the upper right corner of the portal while you are signed in and select the Sign Out option from the drop-down menu.

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2. Edit profile

You can change the personal information displayed on your profile page: change photo, add some information or edit any personal details that appear to be incorrect. To edit your profile:

1. Click the [Your Name] link at the upper right corner of the portal.
2. Select Profile from the drop-down menu. The Profile tab of the My Tools section opens.
3. Use the Edit My Profile button, to edit your personal details or choose another picture.

Please refer to the more detailed instructions here.

Any user can delete his own profile from the portal. If you need to delete your profile and all the information it contains, follow the easy steps:

1. Open the Profile tab of the My Tools section.
2. Click the Delete profile link at the bottom of the page, then the Send button to get the instructions by email.
3. Follow the link from the email you got and confirm the profile deletion clicking the Delete my profile button. After that you will not be able to access the portal or recover your profile.

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3. Check activities

You may check your activity inside Projects, Documents and Community modules at any time by clicking the [Your Name] link and selecting the Recent Activity option from the drop-down menu. All your actions will be displayed here in the chronological order with the most recent being on the top.

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4. Edit subscriptions

You may manage your subscriptions inside Projects, CRM, Documents, Community modules and Calendar on the Subscriptions section of My Tools. Click the [Your Name] link at the upper right corner of the portal and select the Subscriptions option from the drop-down menu. You will see a list of the TeamLab content you are subscribed to. Click the Unsubscribe link to unsubscribe from content that is no longer of interest to you.

Here you can also change the notification type and select the way you want to be informed about updates. There are 3 notification options inside TeamLab: via TeamLab Talk, Email or both.

These are the default settings:

• Subscription to What's New - notification by Email
• Projects subscriptions - notification by Email&Talk
• CRM subscriptions - notification via Email&Talk
• Documents subscriptions - notification by Email&Talk
• Community subscriptions - notification via Email&Talk
• Calendar subscriptions - notification by Email&Talk

To change the default settings, follow these steps:

1. Click the [Your Name] link at the upper right corner of the portal.
2. Switch to the Subscriptions tab of the My Tools section.
3. Select the needed section (What's New, Projects, CRM, Documents, Community, Calendar) and select the desired notification type in the corresponding Notify by field.

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5. Customize portal

The possibility to customize the portal makes your everyday communication and work more comfortable and convenient. You can select the language and the skin of the portal interface. Click the [Your Name] link at the upper right corner of the portal and select the Customization option from the drop-down menu. Or switch to the Customization tab if the My Tools page is already opened.

Select an appropriate language from the Language drop-down list. The currently available languages are: English, German, French, Spanish, Russian, Latvian, Italian, Chinese Simplified, Ukrainian, Polish, Portuguese (Brazilian), Greek, Turkish, Czech, Vietnamese and Finnish. If you'd like to translate TeamLab to your own language click here to learn how to do that.

Set the color scheme of the portal checking one of the available boxes.

Use the Save button at the bottom of each section to apply changes you made.

You can also select the widgets to be shown on the Dashboard and set their position on the page. Follow the links below to see how to customize the corresponding pages:

• Community Dashboard
• Projects Dashboard

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