QUESTION
ANSWER If you have Full Access or Team Access privileges in File Protection Manager, just follow these steps...
BEFORE YOU BEGIN You must enter your Support Settings before you can create teams.
BEFORE YOU BEGIN Before you begin creating new teams, we strongly recommend that you configure your Team Defaults to set up default backup preferences and default deployment configuration settings that will be automatically applied every time you create a new team. This will make the process of adding teams considerably faster.
- Log in to File Protection Manager.
- Click Teams in the top navigation bar.
- Click the Create a New Team button. The Create New Team page will be displayed. Depending on whether you sell Metered or Unlimited plans, the interface will be slightly different:
| Metered | Unlimited |
|---|---|
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- Complete the fields and selections as follows:
| Field Name | Description |
|---|---|
| Team Name* | Enter the name of the new team. This is often the name of the company, unless the company has multiple teams. |
| Plan | The type of license plan available to the team. The options are Metered and Unlimited. You may change a metered plan to an unlimited plan at a later time, but not vice versa. See How do I create a new team?. |
| Desktop Licenses | Enter the number of Desktop licenses associated with the team. The default is 0. |
| Server Licenses | Enter the number of Server licenses associated with the team. The default is 0. |
| Included Storage | This calculated, read-only field displays the amount of storage automatically given to the team. In the case of metered plans, this amount is based on your partner contract with Datto. For unlimited plans, the value will always be Unlimited. |
| Additional Storage (metered partners only) | Enter the amount of additional storage you wish to give to the team in 100 GB increments. This field does not appear for unlimited partners. |
| Trial Mode |
If you want to set up the new client with a free 30-day trial, toggle this switch to Enabled. When trial teams expire, their status will automatically change to "Deleted in X days," and will count down from 90. This selection is not available when editing a team. IMPORTANT If you do not choose to make this a trial team before you save, you cannot make it into a trial team later. |
| Team Alert Override |
This area allows you to optionally override, for this team only, the notification recipients configured in the Backup Notifications section of the Notifications page. To enable this feature, toggle the switch to Enabled. Optionally enter one or more email address. Separate multiple email addresses with semi-colons. NOTE If you use Autotask in conjunction with File Protection Manager, you can set up your support email address so that Autotask tickets are created automatically when notifications concerning your customers' backup statuses are sent to you by File Protection. For more information, refer to Configure automatic ticket creation for File Protection |
| Team Representative* | Enter the name and email address of the user on the team who will be responsible for accepting the End User License Agreement (EULA). |
| Autotask Integration (non-IUL teams only) |
If you wish to map a team to Autotask, you must first Integrate with Autotask PSA. If you are already connected to Autotask and you wish to map the new team to an Autotask company, toggle the Map team to company switch to Enabled. Refer to Map a File Protection team to Autotask for details on how to proceed. |
| ConnectWise Integration (non-IUL teams only) |
If you wish to map a team to ConnectWise, you must first Integrate with ConnectWise . If you are already connected to ConnectWise and you wish to map the new team to a ConnectWise company, toggle the Map team to ConnectWise company switch to Enabled. Refer to Map a File Protection Team to ConnectWise for details on how to proceed. |
- Click the Create Team button.
NOTE For more information about managing your teams, please refer to Teams, Team detail, Create a new team, and Edit a team.
