TeamsID Guide Help Articles

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19 articles in this collection
Written by TeamsID Admin

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 yesterday

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 yesterday

Installing the TeamsID Google App

Access TeamsID from the G-Suite dashboard.

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

Exporting Your MySafe 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 this week

Adding A New Member to Your Organization

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

Written by TeamsID Admin
Updated yesterday

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