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Getting Started

FileFlex Setup Overview

The FileFlex Administration Console has a multi-tenant capability meaning that it can be used by a Managed Service Provider (MSP) to manage multiple clients and can be used for deployment to one organization or multiple organizations. The first step therefore is to create a company. Then add the content repositories that your users will access. The third step is to create departments which will be used to group users that will be assigned the same roles, permissions and content sources in that company. Forth, add the users and group them into their departments. After you have created the users, you can edit departments and content sources on a user-by- user basis as necessary. When user are created, FileFlex auto generates an email to each user giving them their username and password and a link to instructions on how to get started.

Your users get started by downloading the FileFlex client to their PCs, smart phones and tablets. They use the account credentials you created and sent by the auto generated email to login to their account. Finally they login to the content repositories you assigned with their own credentials.

Company Onboarding

Setting up FileFlex Enterprise is a 4-step process:

Step 1: Add a Company

Step 2: Add Content Sources
Step 2.1: Adding a Content Source
Step 2.2: Limiting Content Sources to Specific Folders and Drives
Step 2.3: Adding Networked Storage Devices
Step 2.4: Adding User Specific Content Sources
Step 2.4.1: Adding a PC
Step 2.4.2: Adding a Public Cloud

Step 3: Add Departments
Step 3.1: Creating Departments
Step 3.2: Managing Roles
Step 3.3: Assigning Content Repositories

Step 4: Add Users
Step 4.1: Adding Individual Users
Step 4.2: Importing Users
Step 4.3: Grouping Users into Departments
Step 4.4: Adjusting Permissions and Content Sources On a User-By- User Basis
Step 4.5: Adding User Contacts

User Onboarding

Step 1: Download the FileFlex Client to PCs, Smart Phones and Tablets
Step 2: Open FileFlex and Login
Step 3: Login to Assigned Content Repositories With Their Own Credentials