Enterprise Manager

Frequently asked questions regarding enterprise manager

Divisions

 

Frequently asked questions regarding the Divisions in Enterprise Manager.

Can I modify user password settings?

 

You can set the password requirements in each Division, or in the top Division, and apply the rules to all users.

1)  Go to View Divisions through the Enterprise icon.

2) Click the Modify button next to the Division you wish to edit, or select the top division to apply the settings to all users.

3) Under Security Settings, you can configure the Password Expiration by clicking Modify. You may set the frequency of days that users are required to update their password, or never require a password update.  You may apply this to one division or all sub-divisions. Click Save Settings to apply.

4) Under Security Settings, you can configure the Session timeout frequency (in minutes, up to 999 minutes) and whether or not users can choose this themselves ("Users can not change this setting" to restrict).   You may apply this to one division or all sub-divisions. Click Save Settings to apply.

Can settings differ between Divisions?

 

Yes.  You can apply Password and Session timeout requirements in a division, or apply it to all divisions.  You may also configure auto-aliasing and the default email plan for all users in a division and sub-division.

Features can also be included or excluded by division.  If you click on a division to modify, you can assign managers and set a profile for a division.

 

How do I setup an additional Enterprise Manager?

 

There can only be one Enterprise Manager in the top-level division.  Sub-divisions may have multiple managers, and their abilities may be restricted if needed.

The following features are available to top-level Enterprise Managers only:

  • Mailing Lists
  • Management of Enterprise Contacts
  • Ability to assign sub-division managers

 

What are Divisions?

 

Divisions are an organizational tool available to the Enterprise Manager.  If you would like to set up your company, divided into locations (for example, "East Coast" and "West Coast"), this is the ideal place to indicate your users in a hierarchy, and assign apprpriate controls to Division managers, and users belonging to that division.

What can Division managers control?

 

Division managers have the ability to manage users in their division or sub-divisions beneath them.  They must be assigned as a manager in the Modify screen of a division, by their Enterprise manager who may restrict certain management abilities.

 

Email Audit

Frequently asked questions about our Email Audit and Archiving feature.

Do All Users Need To Have Archive Services Enabled?

Archive Services can be enabled on a user-by-user basis, or on all users within an enterprise, as detemined by the Enterprise Manager.

For instructions on enabling Archive Services, please click here.

Do Users Know If Their Mail Is Being Monitored?

Enterprise Managers can decide whether they want their users to receive a message on their MyDay screen informing them that their mail may be monitored.

To enable this setting:

1) Click on the Email Audit button in the Enterprise Manager account. 

2) Click the Manage Accounts button.

3) Check the Notify all accounts that they may be audited button to place a flag on each user's MyDay screen.

4) Click Save.

 

How Do I Enable Archive Services For My Enterprise?

To Enable Email Audit:

1) Click  the Email Audit button from the Enterprise Manager account.

2) Click the Manage Accounts button

3) Archive Services may be enabled by performing one of the following tasks:

a) You may use the Audit All/Audit No Accounts button to turn Archive Services on or off for all users.
b) Use the Always turn on auditing checkbox.  This global setting will turn on auditing for all current and future users.
c) Or simply click the checkbox next to the usernames of the specific accounts that you would like Archive Services enabled on.

4) Check the Notify all accounts that they may be audited button to place a flag on each user's MyDay screen informing them that their mail may be monitored. 

5) Click Save

·         *Note that this interface will display up to 50 users at one time.  If there are more than 50 users in the enterprise, the page dropdown on the right of the screen will need to be used to manage those additional users.

Please download our Getting Started Guide here.

What is Archive Services?

BlueTie’s Email Archival Service is designed to address both legal compliance and email auditing needs.  All messages sent and received by archived users are permanently stored online along with any attachments, and can be accessed and searched from any computer with an Internet connection.  Pre-defined and ad hoc filters flag all messages containing the keywords you’ve defined as potentially worrisome, enabling fast and convenient review and action.

 

Enterprise Contacts

Frequently asked questions about Enterprise Contacts.

Can I export my Enterprise Contacts?

Yes. You can export your enterprise contacts. 

1) Go to the Contacts application. Click the Actions button in the tool bar. Drop down to Import/Export Contacts..

2) In the Export section of this page, check the Enterprise box and check a format (.csv or vCard)

3) Click Export.

How do I add Enterprise Contacts?

All users will automatically be added to your Enterprise Contacts upon creation.  To add a user to the Enterprise Contacts manually, follow these instructions:

1) Click on the Contacts icon. 

2) Under the Currently Viewing drop-down menu, select Enterprise.

3) Click on New Contact and continue completing the entry.

4) Click Save.

 

How do I share Enterprise Contacts?

 

If all users have the Shared Contacts feature, they will automatically have access to all users in the Enterprise Contacts list.  Follow these instructions to manually share your Enterprise Contacts:

1.) Go to the Preferences menu and select Share Enterprise Contacts.

2.) Click on Edit Sharing  for All Contacts while viewing the Sharing Settings.

3.) Add or remove users and/or groups that should have sharing abilities and assign their access to Read-Only, Modify, or Full Access.

4.) Click Update to apply the changes.

 

What are User Defined Fields?

User Defined Fields can be added to all users for multiple purposes.   You may include a user's employee number, office location, or any other pertinent information to identify someone.

To Add User Defined Fields:

1) In Preferences, select Add Fields to User Profiles.

2) Create a Label and a Field Type (Check or Text Box).

3) Click Add.

4) You can also edit user defined fields in the Preferences menu in Edit User Defined Fields.

 

Who can manage Enterprise Contacts?

 

Enterprise Managers and any division managers may create and modify Enterprise Contacts.   However, the Enterprise Manager can restrict division managers from managing enterprise contacts in the Modify screen of a division.

 

Global Configuration

Frequently asked questions about the features available and how to customize your enterprise.

Can I customize the email plans and features for all of my users?

Yes. In the Enterprise Preferences, you can set the default plan profile for each new user created.

1) Go to Preferences and select Account Defaults.

2) Under Application Access, Add or Remove the features included in your default plan. 

3) Click Save.

 

Can I set a Global Safe/Block list for my entire enterprise?

To set a Global Safe/Block list for the enterprise just click on Enterprise Preferences and then the Global Junk Mail Settings button. Once there, just go ahead and type in the email address into the corresponding field (Safe/Block).

How do I get past the Enterpise Wizard?

To use the Enterprise Wizard we recommend a minimum screen resolution of 1024 X 768. To verify this setting:

To change your screen resolution (size) in PC Windows XP

Step 1: Click on Start
Step 2:
Click on Control Panel
Step 3:
Double click on Display
Step 4:
Click on Settings Tab
Step 5: Increase Screen Resolution to 1024 X 768
Step 6: Click Apply
Step 7:
Click Save

To change your screen resolution (size) in Mac OS X

Step 1. Click the Apple button
Step 2. Select System Preferences
Step 3.
Select the Displays icon
Step 4. In the list of Resolutions: select 1024 x 768 (or higher).

What can I configure for my entire enterprise?

 

All of the following utilities and settings are available in the Preferences menu, in the Enterprise section.

  • Set a custom Default plan
  • Enable Email Audit
  • Set Global Safe/Block lists.
  • Creation of User-Defined Fields
  • Configure Password requirements
  • Specify login type (SSL or Rich)
  • Enable/Disable User Wizard
  • Set time, date, and time zone formats
  • Enter domain and alias all users
  • Create email footer
  • Share enterprise-wide contacts

 

What can I restrict from my users?

 

Many of the settings available in the Enterprise Preferences can be modified by only the Enterprise Manager.  The following settings can be modified by the user, or restricted from changing by the Enterprise Manager:

  • Changes to Session timeout settings

 

Mailing Lists

Frequently asked questions about the Mailing List feature in Enterprise Manager.

How do I create a Mailing List?

1.) Log into enterprise as the Top-level enterprise manager
2.) Click Preferences
3.) in the Enterprise section, click Mailing Lists
4.) Click Create New Mailing List
5.) Add information accordingly

How many users can I add to a Mailing List?

Currently the number of user that can be added onto a single mailing list is limited to two thousand users.

What are Mailing Lists?

A list of e-mail addresses identified by a single name, such as mail-list@Bluetie.com. When an e-mail message is sent to the mailing list name, it is automatically forwarded to all the addresses in the list.

When should I create a Mailing List?

 

When an email address needs to be delivered to more than one user, you need to create a mailing list.  For example, if sales@mygigemail.com gets delivered to Bob and Dan, enter their email address into the new mailing list. 

User Creation

Frequently asked questions on setting up new users in your enterprise.

Can I create a standard plan for all users?

 

In the Enterprise Preferences, you can set the default plan profile for each new user created.

1.) Go to Preferences and select Account Defaults.

2.) Under Application Access, Add or Remove the features included in your default plan. 

3.) Click Save.

How do I create users?

 

1.) Click on the Enterprise icon.

2.) Go to Create Account

3.) Select the Division you wish to enter the user in.  Click Create Account.

4.) Assign a username and password, and the remainder of the user info. Click on Next.

5.) Select the Email plan to assign to the user.  Go to Finish or Customize Plan if you wish to modify features.

 

How many users can I create?

 

If you are a BlueTie user, you may create up to 20 users in one enterprise.

You may have an unlimited number of users when you sign up for the BlueTie Pro plan. 

What are aliases, and how do I add them to users?

 

An alias is just another name attached to your domain to form an email address.

For example, John Smith's username is jsmith.mygigemail.  His default alias (sent in the From section on his email) is jsmith@mygigemail.com.  He also has the aliases of johnsmith@mygigemail.com and john@mygigemail.com.  John has a total of 3 aliases.

 

To add an alias to a user, go to Enterprise select the user you wish to modify.  

1.) Go to Email Aliases and New Alias.

2.) Select the domain and format for the new alias, or enter it into the text box. You may also set a catch-all alias so all emails into that domain are delivered to that user.

3.) You can also set the default alias for that user by checking the box.

4.) Click Create.

 

To add an alias to all users, go to Preferences and Email Domains and Aliases.

1.) Select the domain to alias, and click on Alias all users.

2.) Select Yes, and Set As Default to set that alias as the sender address for all users.

3.) To simply add the alias to all users, click Yes.

 

User Management

Frequently asked questions about how to manage your users from day to day.

Can I login to a user account as the Enterprise manager?

 

As the Enterprise Manager, you can login to user accounts. 

1.) Go to Enterprise and select the user you wish to login as.

2.) Click on Login as User.

 

Can I transfer data from a cancelled user?

No the user would be unable to transfer data from a cancelled account. In order to transfer data from one account to another, the account which you are transferring from would have to be locked. Once this account is locked you would be able to select transfer data and choose the intended destination for this data.

How do I cancel users?

 

You can cancel users in the Enterprise view.

1.  Check the appropriate box next to the user you wish to cancel.

2.  Click Cancel Accounts.

How do I lock users?

 

To prevent a user from logging into their account, you may lock them in the Enterprise view.

1.  Select the user you wish to lock by checking the box next to their name.

2.  Click Lock Accounts.

 

How do I reset passwords?

 

To reset a user's password, go to the Enterprise icon.

1.) Select the user you wish to modify.

2.) Click Security Settings.

3.) Under Password Settings,  set the new password and confirm it in the second box.

4.) You may also set password requirements for frequency of password changes required on this screen.

5.) Click Save.

How do I unlock and restore users?

 

To Unlock all Locked users:

1.) Filter to view Locked accounts.

2.) Check the Select All box, or indicate which user you wish to unlock in the box next to their name.

3.) Click Unlock Account(s).

To Restore Cancelled Users:

You have 30 days to Restore and Cancel users.

1.) Filter to view Cancelled accounts.

2.) Click the Restore button to reactivate the user account.

How do I view my locked and cancelled users? How do I unlock and restore accounts?

 

In the Enterprise view, select the category in the Filter drop-down menu.  The default view displays all Active users, but you can also select Cancelled and Locked accounts to view.