TeamsID Guide Help Articles

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21 articles

Written by TeamsID Admin

How to Enable/Disable My Records (Private Records) for your organization

Admins have the ability to enable or disable private records for each user

Written by TeamsID Admin. Updated over a week ago

How Do I Update Billing?

Need to change your subscription or update your payment method? Here's how to do that.

Written by TeamsID Admin. Updated over a week ago

TeamsID Account Basics

Are you ready to get started with TeamsID?

Written by TeamsID Admin. Updated over a week ago

Creating a New Record

Anyone in your organization can create a record. Don't forget to share the record with your teams!

Written by TeamsID Admin. Updated over a week ago

Set Organizational Password Complexity Requirement

You need to be an organizational admin to set the password requirement.

Written by TeamsID Admin. Updated over a week ago

Installing the TeamsID Google App

Access TeamsID from the G-Suite dashboard.

Written by TeamsID Admin. Updated over a week ago

How To Remove Team Members

Here are instructions on how to remove a team member.

Written by TeamsID Admin. Updated over a week ago

Auto-Capturing Web Logins (Chrome & Firefox Extension)

You must either have the TeamsID Chrome or Firefox Extension to use Auto-Capturing

Written by TeamsID Admin. Updated over a week ago

How to Export Your MySafe (Private) Records

Each and every employee can export their personal records from their MySafe.

Written by TeamsID Admin. Updated over a week ago

Import Organizational Records by CSV

You can import your organizations existing records and assign them to teams in seconds!

Written by TeamsID Admin. Updated over a week ago

Migrating Records from SplashID Teams

Follow these steps to migrate your SplashID Teams records into your TeamsID MySafe records.

Written by TeamsID Admin. Updated over a week ago

Change Organization Settings

You must be an organizational admin to make any changes to the organization's settings

Written by TeamsID Admin. Updated over a week ago

Import Records from Meldium

Are you switching over from Meldium? Don't worry, a quick import will have your organization on-boarded in minutes.

Written by TeamsID Admin. Updated over a week ago

Import Records from LastPass

Are you switching over from LastPass? Don't worry, a quick import will have your organization on-boarded in minutes.

Written by TeamsID Admin. Updated over a week ago

Duplicating a Record

To duplicate a record the user must be the record's creator or be an admin of the team the record is shared with.

Written by TeamsID Admin. Updated over a week ago

Adding a Comment to a Record

To add a comment to a record the user must be the record's creator or be an admin of the team the record is shared with.

Written by TeamsID Admin. Updated over a week ago

Deleting a Record

To delete a record the user must be the record's creator or be an admin of the team the record is shared with.

Written by TeamsID Admin. Updated over a week ago

Share a Record Outside of TeamsID

To share a record outside of TeamsID the user must be the record's creator or be an admin of the team the record is shared with.

Written by TeamsID Admin. Updated over a week ago

Adding a Team to Your Organization

Create a new team in your organization and assigned team and admin access to your new team.

Written by TeamsID Admin. Updated over a week ago

Adding A New Member to Your Organization

Add a new employee or user to your TeamsID Organization in seconds!

Written by TeamsID Admin. Updated over a week ago

Adding Members in Bulk CSV Upload

Get your whole organization on boarded with their appropriate team and admin permissions in minutes.

Written by TeamsID Admin. Updated over a week ago