Account Concept

An account is used to manage a number of users. Besides users an account may have a number of resources, including licenses and depots.

Accounts belong to a provider and have an account number which begins with the provider code. Account numbers are of the form:

<provider-code>-<account-code>-9999

<account-code> is a 4 letter code consisting of upper-case letters and digits, and 9999 is a random 4 digit number.

When creating an account you specify the account code, and the registration server generates the 4-digit random number, ensuring that all account numbers are different.

Members and Managers

A TeamDrive user may only be a member of one account. This means that existing account members must first be removed from their current account before that can be added to a different account.

An account can have a number of managers. Managers are not necessarily members of the account. Account settings, only affect the members of the account, not the managers.

Managers have the rights to manage all aspects of an account. They can create new users for the account, remover users, appoint new managers, set user licenses and manage users access to the depots used to create spaces on the TeamDrive client.

Using TeamDrive Shop Accounts

If you are a user of the TeamDrive shop, then you automatically have manager privileges to the account created for you, by the shop. For the most part, it is not necessary to manage your account on the TeamDrive Admin Console as the commonly used functions are provided by the shop.

Adding and Removing Users

Account managers may create new users for an account, but will normally not be able to add existing users to an account, as they have no access to users outside of an account. As a result, existing users are usually added to account by the provider, which can be done using the Admin Console.

Note

The TeamDrive shop provides an option for a user to join an account. The user becomes a member of an account by entering the account number in the appropriate field. It is not possible to remove yourself as a member of an account in this manner, unless you are also a manager of the account.

Users created by an account manager may be assigned a license that belongs to the account, provided that the license has not reached it’s maximum usage limit. Alternatively a default license will be generated for the new user with the features specified by the LICENSE/DEFAULT_ACCOUNT_FEATURE provider setting.

By default, this setting has the Restricted feature bit set, and the provider setting LICENSE/ACTIVE_SPACES_LIMIT is set to 1. This means that account members using the default license only have access to one space at any given time.

When a user is added to an account as a member, the features of user’s default license are changed to the features specified by the DEFAULT_ACCOUNT_FEATURE setting, as long as the default license of the user was not modified (in other words the feature bits of the license are set to the DEFAULT_FREE_FEATURE provider setting value). Conversely, when a user is removed from an account, and the user’s default license is standard for accounts, then the features of the default license are set to those specified by DEFAULT_FREE_FEATURE.

As mentioned above, users of the TeamDrive shop, you may elect to join an existing account. Note that, if you do this, and you are using a default license, then your license will also become restricted. As described above, when you are removed from the account, your default license reverts to the features you had before joining the account.

Users may not remove themselves from an account. This may only be done by the account manager or the provider that the account belongs to.

Account Licenses

Licenses that belong to an account can be assigned to users of the account by the manager. Managers can also remove a license from a user. In this case the user will be automatically given a default license, which is created using the features specified by the``LICENSE/DEFAULT_ACCOUNT_FEATURE`` provider setting (see above).

The standard account managers privileges do not allow licenses to be created. In addition, a manager can only add licenses to an account that the user has access to. As a result, existing licenses are normally added to an account by the account’s provider.

If the Admin Console is connected to a shop (as described here: SHOP Settings), and the user has the PURCHASE-LICENSE right, then a license can be added to an account by purchasing the license in the associated shop.

Account Depots

Depots that belong to an account can be assigned to users for there usage. This means that users are permitted to create spaces in these depots. It is also possible to “select” one of these depots which then preselected in the TeamDrive client as the default depot when creating a space.

The “Disable setting default depot on the client” prevents the TeamDrive client users from selecting a different depot as the default, to the one specified by the account manager. Since user’s generally create spaces without explicitly selected a depot other than the preselected default, then may ensure that spaces are created in the depot selected by the manager.

The only way to ensure that a user always creates spaces in a specific depot is to remove the usage of all depots besides the required depot from the user.

It is possible select one of the account depots as the “Account depot”, see Depot below.

Further restrictions can be made on where users can create spaces by setting the “Supported Servers”, in the corresponding box in the Admin Console (see Supported Servers below).

Account Settings

Department

Use the department field to organise your accounts as required. This is a free field that may used to qualify an account as needed.

Master User

An account master user is a user that is automatically invited to all spaces created or joined by the user’s of an account. If the master user is run by a TeamDrive agent, then you should set Enabled auto-accept invitations for the user (see User Record).

If you specify a master user for an account the master user is automatically setup for all users of the account as described here: Setting up a Master User.

Advanced Settings

The following advanced options are available, and effect all members of an account:

  • Disable network volumes prevents users from creating spaces on network volumes.
  • Disable the Key Repository disables the Registration Server key repository for all users in the account. Note that users that are not using the key repository need to explicitly invite themselves to spaces when they install a new device. They also have to manually backup their space keys backup file which is located in the SpacesBackups folder. Without this file the user cannot rejoin his spaces.

Depot

One of the depots of an account may be specified as the designated “Account depot”. This depot is made available to all account users, and is also marked as the selected depot. In this case, the depot selected for each user will be overridden by this setting.

Optionally the manager may: Disable setting default depot on the client to prevent users from permanently changing the default depot on client devices. The client-side default depot, is the depot that is used to create spaces if no other depot is explicitly selected.

Supported Servers

At the account level a number of options are provided to allow the account manager to control on which systems account members may create spaces.

  • Disable import of hosting services prevents users from importing depot access information from other sources (for example a Hosting Server not directly associated with the Registration Server).
  • Disable TeamDrive Hosting Services prevents users from using all Hosting Services, including those managed by the Registration Server. In this case, the user’s must create spaces in a TeamDrive Personal Server or a WebDAV-based service.
  • Disable TeamDrive Personal Server usage prevents TeamDrive client users from adding access details, and creating spaces on a TeamDrive Personal Server.
  • Disable WebDAV Server usage prevents users from adding credentials and using a WebDAV Server to create spaces.

Inbox

An inbox can be configured for an account. The inbox can be hosted by a stand alone TeamDrive Agent or using the Inbox Service hosted by the WebPortal (version 2.0.1 required). In both cases create an own TeamDrive user and assigne the user a license with the inbox feature.

For a stand alone TeamDrive Agent specify the following:

  • Inbox user is a user created specifically for the purpose of importing data via the inbox.
  • Inbox Agent URL this the URL of a TeamDrive agent running under the Inbox user username. The TeamDrive agent must have a fixed IP number or domain name that is accessable by all users that will be using the inbox.

For using the Inbox Service: Login with the user credentials for creating the Inbox Service hosted by the WebPortal. The Admin-Console will setup the inbox on the WebPortal server.

You can customise the inbox page using the following options:

  • Inbox banner is an image that will be placed at the top of the inbox upload page.
  • Inbox footer is HTML or text content that will be placed at the foot of the inbox upload page.

See Edit Account for more details.

Download page for published files

It is possible to customise the page used for downloading published files. The customisation affects all spaces in all the depots beloning to the account.

The following options are available:

  • Public page banner: is an image that will be placed at the top of the published file download page.
  • Public page footer is HTML or text content that will be placed at the foot of the published file download page.