Digify users who are Team Admins of an existing Team plan subscription or team trial can create a team in Digify.

As soon as you’ve subscribed to the Team plan or started your team trial, you will receive a confirmation email with the login credentials.

  1. Use the credentials to log in.
  2. Activate your Digify account by entering your first name, last name and a new password.
  3. You’re all set! 

If you have used an existing Digify account to upgrade to the Team plan, you can simply log in using your existing credentials.

 
Set Up The Team

You can access the Team Settings through your Account Menu. 

As a Team Admin, these are the first things you need to do to set up your team. 

  • Invite team members
  • Upload company logo
  • Create custom presets for sending files
  • Review the Terms of Access for data rooms
  • Enforce login restriction


Invite Team Members 

Following the number of members you selected for your subscription, start inviting members and fellow admins to your team by adding their email address to the Team Members' List. (Read more about inviting members to your team)


Add Company Logo

Team users can add a company logo (in .PNG format) to brand the file viewer. We recommend using an image with a transparent background. This is how your recipients will see your logo when they view your files.

Create Custom Presets For Sending Files

Implement secure file sharing practice in your team by creating custom presets with predefined file sharing settings according to the level of security required by your company. (How to create custom presets for sending files)

Review Terms Of Access (For All Data Rooms)

Review your team’s Terms of Access template and edit as needed. The Terms of Access will be used for all data rooms that will be created by your team members. (How to use Terms of Access)

Enforce Login Restriction

Decide whether or not to enforce login restriction on your team members. When enforced, team members can only access Digify using your selected login method/s. You may select more than one login method:

  • Email
  • Google
  • Facebook
  • LinkedIn
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