Managing a team
 

Managing a team

Note  The following information is for team managers.

Managing a FileMaker Cloud team

Team managers control access to hosted files through FileMaker Customer Console. Instead of managing an independent list of FileMaker ID accounts for individual users in each custom app, you can add users to the team and manage groups of users.

You become a team manager when any of the following events occur:

you purchase a FileMaker Cloud subscription and create a FileMaker ID account. By default, you are a licensed user in the team, and your account is managed by Claris International Inc.

the person who purchased a FileMaker Cloud subscription designates you as a team manager. You are a licensed user in the team, and your account is managed by Claris International Inc.

another team manager designates you as a team manager. You can be either a licensed user or an unlicensed user in the team, and your account is managed by that team.

As a team manager, you can:

invite users to the team

remove users from the team

change the license status of users in the team

create and manage groups in the team

change team settings

upload custom apps to FileMaker Cloud and share them with users who have access to them

upgrade the team’s FileMaker Cloud subscription

deactivate and reactivate FileMaker ID accounts

set up signing in to FileMaker ID with an external identity provider; see Using an external identity provider to authenticate FileMaker ID accounts

General steps for setting up a FileMaker Cloud team

1. In FileMaker Pro Advanced, create account access entries that authenticate users and groups via the FileMaker ID identity provider. See FileMaker Pro Advanced Help in the Product Documentation Center.

2. Choose settings for the team and managed users. See Changing settings.

For information about setting up security for a team, see FileMaker Security Guide in the Product Documentation Center.

3. Invite users to the team. See Inviting users to a team.

When a user accepts the invitation, they become managed by your team.

4. Make at least one other user a team manager. See Adding or removing team managers.

Each team should have at least two team managers. Team managers don't have to be licensed users.

5. Create one or more groups in the team. See Managing groups (FileMaker Cloud).

6. Add users to each group. See Adding or removing users in a group (FileMaker Cloud).

7. Host custom apps using FileMaker Cloud. See FileMaker Cloud Help in the Product Documentation Center.

Managing a Claris Connect team

You become a team manager when any of the following events occur:

you purchase a Claris Connect subscription and create a FileMake ID account. By default, your account is managed by Claris International Inc.

the person who purchased a Claris Connect subscription designates you as a team manager. Your account is managed by Claris International Inc.

another team manager designates you as a team manager. Your account is managed by that team.

As a team manager, you can:

invite users to the team

remove users from the team

change team settings

upgrade the team’s Claris Connect subscription

deactivate and reactivate FileMaker ID accounts

set up signing in to FileMaker ID with an external identity provider; see Using an external identity provider to authenticate FileMaker ID accounts

General steps for setting up a Claris Connect team

1. Choose settings for the team and managed users. See Changing settings.

2. Invite users to the team. See Inviting users to a team.

When a user accepts the invitation, they become managed by your team.

3. Make at least one other user a team manager. See Adding or removing team managers.

Each team should have at least two team managers.

Related topics 

About FileMaker ID