Teamflect offers three user license management models:
Everyone at the organization: Anyone in your organisation (as long as there are enough number of licenses) will be able to log into Teamflect with their Microsoft account and become a part of the Active Users.
Manual: Only selected users who are in the Active User List will be able to log in. These users can be added manually or added as bulk via CSV file which allows more granular control over who can access Teamflect by allowing admins to add or upload users in bulk.
Microsoft Security Group: Only the users who are in the selected security group in Microsoft Entra ID will be able to log into Teamflect. You will choose the security group from the dropdown menu.
To manage licenses, click on the "Admin Center" button in the left-side menu of your Teamflect app.
In the admin center, click on the "Users" section in the left menu and click on "Active Users"
Here, you can switch between different license management models. As the admin, you'll need to add the "allowed users" to the system manually in the manual license management model and in Securiry Group selection. However, with the Anyone option, (automatic license management model) anyone in your company can install and log into Teamflect.
1) Everyone at the organization: Automatic License Model
The automatic management model automatically assigns one of the existing Teamflect licenses to each user who logs into Teamflect in your organization.
Inviting Users to Teamflect
In the Automatic License Management model, anyone within your organization can access the system by finding the Teamflect app in the Teams App Store. However, you can also invite them using the steps below:
Click ''Invite Users'' on the right-hand side
2. Select one of the 4 options to invite people to Teamflect
Share an invitation link
Upload emails via CSV
Choose people manually
Send an email invitation to everyone who is not signed in
2) Manual User License Management Model
The manual management model allows Teamflect admins to add users one by one manually by typing their email addresses or you can upload a CSV file containing the e-mails of the users who will be licensed in bulk.
For instance, this method is useful for organizations where only a certain department will use Teamflect. Teamflect admins can upload the e-mails of the users in that department or only the specific users as a CSV file, ensuring that only those individuals can use Teamflect.
Bulk Uploading & Updating Users via Excel
Download Template
Please make sure to download the template first. This will pull the current users in the system and generate the template accordingly. If you'd like to add more users to your Teamflect account, simply add their email addresses to column A of the document.
2. Fill out the Template
Please note that with the manual license management model, each document upload is treated as new. If you remove a user's data from the document, they'll also be removed from the Teamflect app.
So, be careful while making changes to avoid impacting the existing user data in the system.
3. Import File
After filling out the template, go back to your Admin Center and choose the file from your device.
4. Validate
After selecting the file, click ''Start validation.''
Wait for the file to be validated by the system. During this stage, if the system detects an error in any of the steps, it will highlight what's wrong with the document.
5. Confirm the Validation
You can go back and edit the file then reupload it to the system. However, if everything looks good, please click ''Confirm.''
6. Wait for the Email Notification from Teamflect
Once your file is updated, you'll receive an email notification. So feel free to navigate away from the admin center.
Note: Remember, as the global admin, you can choose to receive notifications if someone not on your approved user list attempts to log in to Teamflect. Toggle the button located under the Manual option.
P.S.: The scoped admins do not receive emails for unauthorized login attempts.
Sending Reminders to Not Signed Up Users (Manual License Management Model)
After uploading your allowed users to the system, you can always send a reminder to those who haven't logged in to the system yet by clicking on the ''send reminder'' button.
Here, you can type a personal note for them to see when this reminder is received, and then confirm the pop-up.
3) Users in selected Microsoft security group
By the help of this button, You will be able to make sure that Teamflect is only used by selected groups that you create in your Entra ID.
Log into https://entra.microsoft.com/
Open the Home Page and select "Identity".
Here, You will be able to see Groups and you will select a group.
If you click on the "Total Member" button,
You can view the group members and by pressing on "Add members" you can add new users to the group.
Once you save the changes, you will be able to choose those groups from the Active Users section:
Blocking Users from Teamflect
If you want to prevent certain individuals from licensing and using Teamflect, you can create a block list by clicking the "Blocked Users" option on the left menu.
You can create a block list in two ways.
The first method is to add blocked users manually. For this, press the "Add blocked user" button. Type the names of the users you want to block and click "Confirm"
In the second method, you can determine the users to be blocked in bulk by uploading a CSV file.
For this, click the "Download template" button next to the "Bulk upload emails via CSV" button and download the template to your computer. Then, replace the sample e-mail addresses in the template with the e-mail addresses of the users you want to block. Then save the template.
Upload the saved template to the Admin center by clicking the "Bulk upload emails via CSV" button.
You can see the blocked users in the list on the page.
Blocked users will see a warning page when they log into the Teamflect app.
