Getting Started with Security

User Guide › Security

Use Security to locate a team, update its contact details, and activate the team for use.

What You Can Do

• Use All Teams to view the available teams.
• Use the Search box to find a team more quickly.
• Use Select to open the required team record.
• Enter contact details using Enter Email and Enter Mobile.
• Use Activate team to activate the selected team.
• Use Save or Save and Close to retain your changes.
• Open Users, Roles, or Tickets to continue managing security-related records.

First Session: Update and Activate a Team

1. Open All Teams.
2. If required, use the Search box to locate the team you need.
3. Select the team and choose Select to open its Security record.
4. Enter or update the contact details in Enter Email and Enter Mobile.
5. Choose Activate team.
6. Choose Save to remain on the record, or choose Save and Close to save the changes and return to the previous screen.

What to Expect

The team record is saved with the entered email and mobile details. After you use Activate team, the team is active.

Next Steps

• Open Users to work with user records.
• Open Roles to review roles.
• Open Tickets to access tickets related to Security.

Related pages

• Security — Overview
• Principal Users
• Security — Learning Path
• Configure Roles
• Teams
• My Profile