Administration
People, teams, permissions and security for your organisation's account.
- Inviting someone from your teamStart hereHow to add a colleague, and what to decide before clicking invite.
- I lost my phone with the session openStart hereWhat to do in the first ten minutes, and in what order.
- Working from a phone sensiblyStart hereWhat is worth doing from a phone, what is not, and the three precautions that suffice.
- What to look for in the activity logGoing furtherTen minutes a month, and exactly what to look at.
- Signing in with your company accountGoing furtherOne password fewer, and leavers are handled automatically.
- If you suspect someone got inGoing furtherThe first twenty minutes, in order, and who to tell.
- Teams: when to split the organisationGoing furtherSplitting too early gets in the way; splitting late leaves everyone seeing everything.
- When the team grows from five to fiftyGoing furtherWhat worked with five people stops working, and gives no warning.
- Giving access to someone outsideGoing furtherYour accountant, an auditor or a client who wants to look: scoped access with an end date.
- Permissions nobody needsGoing furtherAccess grows by itself and never shrinks. How to cut it back without breaking anyone's work.
- Accounts shared between several peopleGoing furtherThe reception account, the warehouse one, the admin one: convenient until the day you need to know who did something.
- Who can see your documentsGoing furtherThe question everyone asks before uploading anything, answered with what can be checked.
- When the team is in several countriesGoing furtherFour things that stop working by themselves once people share neither time zone, language nor calendar.
- Losing your second factorGoing furtherA new phone, a wiped phone, a deleted app. A minute's work if you kept what needed keeping.
- Which security alerts are worth switching onGoing furtherAn alert that reaches everyone reaches nobody. Which ones matter and who they must reach.
- Who should be able to deleteGoing furtherThe permission handed out most thoughtlessly, and the only one whose mistake shows up when you need what is gone.
- Protecting your team's accountsGoing furtherThe three measures that prevent nearly everything, ordered by effort.
- Removing someoneGoing furtherWhat happens to their work, their pending signatures and their documents.
- If you lose your administratorAdvancedThe scenario nobody prepares for, and that blocks the whole organisation.
- Securing your organisation's accountSecond factor, devices, single sign-on and what to check when something feels off.