I Just Upgraded. How do I get the other people in our business set up?

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So you've taken the plunge and signed up for a premium account (hooray!). Now you need to get set up.

Download this Getting Started Guide (PDF) if you have questions.

The Basics

Let's say you have 3 staff members that you need to share with. Here's the steps you can take to get set up and on your way.

  1. Activate collaboration.
    Click the People tab and follow the instructions.
     
  2. Get your staff signed up.
    Each staff member sign ups for a free account, and activates Secure Collaboration Features.
    Here's a template email you can use to send them (with help links so they don't bug you).
     
  3. Collect Nicknames.
    Each staff comunicates his/her Nickname to you. This gets done outside of Passpack - phone, email, face to face....
     
  4. Add Your Staff.
    Click the People tab, then press the Invite a person buttonInstructions here.
     
  5. Start Sharing with them.
    Click the People tab, then Start Sharing with a person.

That's it. Set up is complete. You can now share passwords with them on a day to day basis.

Email Template to Send Your Staff 

Would You Prefer Something Easier?

Ok, agreed. A lot of this process could be automated to make your life easier - and that's exactly what we're going to do. Automation features have been added to the suggestion box, and we will build them, it's just a matter of when. If you'd like to vote it up in priority, you can do that here.

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