Onboarding a New Team Member

Create user in Practice Protect Admin Portal.
Add user to Roles as needed (example AU Geolock and Bookkeeping Team).
Go to Web Apps and Add Permissions for apps not assigned to Roles.
Log into Admin account for various apps needed.
Invite new user to apps.
Have user accept invites or log into their Office 365 and accept directly.
Once invites are accepted, Practice Protect Admin can perform the App Protection process (password resets).
Make sure to save protected login details in the Admin portal.
User logs into Practice Protect, configures MFA, and tests apps to make sure they’re working as expected.

Updated on February 2, 2022