The following instructions are a short overview to help you set up the basic components of your online workplace and customize it for your specific needs. Also remember that you can access the HyperOffice online Support engine from within your HyperOffice Portal (in the top right corner of the webpage).
Portal Administrator Levels
Initially, your account will include a Postmaster and a Level 1 Administrator.
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The Postmaster is the only account that can assign a user as a Level 1 Administrator.
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To better understand all 3 HyperOffice administrative levels go to:
- Edit site properties
- logos
- signatures
- messages
- Administration Changes
- Add users to your portal
- Add users to groups (you may also add users to groups by sending invitations)
- Create custom portal views for various users, employees, vendors, customers (called portal customization)
Postmaster Account - The Postmaster is the master administrator account that you are not charged for and cannot be deleted. This account duplicates all the administrator information entered at set up and has the same password as the first user created at the time of the initial set up.
Level 1 Administrator - A Level 1 Administrator holds all the administrative functions of the Postmaster except assigning another user Level 1 administrative rights.
As the initial user of HyperOffice you hold all administrative functions, and are a Level 1 Administrator.
To make any administrative changes to users and to edit site properties, you must use the Administrator Console. (Users without administrator rights will not have this button on their personal desktop.)
You can use the Administrator Console to:
Initial Setup of Your Portal
The administration console has a set of administration tools that can only be used by the administrators of your portal.
With the administration console, the portal administrator can:
- add user accounts to the portal
- edit the portal properties
- administer any user account that belongs to the company portal
note: Level 1 administrators have to ability to administer all users, Level 2 and Level 3 administers have to ability to administer only the users that report to them.
Starting your portal customization
- From your personal desktop - click on the Administrator Console button located towards the bottom right hand side of the desktop.
- Click "Edit site properties" on top of the tool bar. This will take you to the co-brand customization window.
- The Company Portal Group endables the administrator to set a default group for newly created user accounts. Every new user willl be added to this group by default. For example, if your HyperOffice account is called MyCompany, all users will be added to the default group call MyCompany Portal Group unless you disable this feature.
- You can also add a logo to the desktop. This logo will appear on the desktop of all your users.
- If you create and Initial Greeting Message, your new users will receive this greeting from you in addition to the standard HyperOffice welcome letter (which provides information like their username and password).
- Once you have finished customizing, scroll to the bottom of the page and click "Modify Portal".
- You are now ready to add users to your portal.
Creating Groups and Adding Users to Groups
Once you have added users to your portal, you can assign them to different groups. The administrator of a group can add, delete, and give permissions to the
group. Initially the creator of the group is its administrator, but the owner of the group can add others as administators of the group.
note: Portal Administrators are not inherently group administrators. As with any other user, a portal administrator must be added to the groups you wish, and can made an administrator of the group, if you so desire.
- For each group that you create, you must set default user permissions. Once users are added to groups, changes to the default permissions will only apply to new users added to the group. Existing users' permissions must be changed individually.
- Ensure that folder permissions (for group documents) are set at the appropriate level. In the initial configuration of the group, set permissions at the level to which you want most of the members of the group to operate. You can then change the permissions for each user within that group (i.e. give more access to some users and restrict access of others).
- Once a group has been created, another user may be assigned the administrator of that group. However, only the creator of the group can delete his/her group.
Visit this help topic for more information:
How Can I Create a New Group?
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