Invite Users and Devices to Circles via Email Invitation
  • 18 Oct 2020
  • 2 Minutes To Read
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Invite Users and Devices to Circles via Email Invitation

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Inviting new users to a Circle will allow them to join their Windows, Mac, Linux, iOS, or Android device, to use protected content within a Circle(s). The same invitation can be used on a multiple devices to join a Circle(s). Please keep in mind that once the Mac and PC have joined a Circle, they are able to use protected files just like unsecured files; there is no change in user behavior.

Sending an Invitation

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  1. Click Circles on the left-hand navigation bar.
  2. Click on the Circle you want to invite the user to join.
  3. Click the INVITE User button.
  4. Enter the email address of the person you would like to invite to the Circle
  5. Optionally, you can add a name to this user to make it easier to recognize their account later. We recommend, as a best practice, to give a name to all users that you invite to the Circle.
  6. Select what role you would like this particular user to have within the Circle
    * Roles were created during Configuration
  7. Customize an invitation message (optional)
  8. Click on Invite

The user is now a member of the Circle. Users must complete the invitation process by following the directions in the email invitation. The invitation will expire in a preset amount of time (typically 24 hours), at which time the user will no longer be able to add new devices. Administrators can reinvite users if needed.

Reinvite a User

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If the email invitation expires or the user wants to add additional devices to the Circle, the invitation can be resent.

  1. Click Circles on the left-hand navigation bar.
  2. Click on the Circle you want to re-invite the user to join.
  3. Click on Users under the Circle name on the left-hand navigation bar.
  4. Click the user name to re-invite. Use the filter or page navigation to find the user.
  5. Click on the Actions button.
  6. Click on Reinvite user.
  7. Click Reinvite to confirm.

Unconfirmed Devices

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Users will be asked to confirm their device after installing the SecureCircle End Point (client) via email. If a user doesn’t confirm the device the admin can confirm the device for the user.

  1. Click Devices on the left-hand navigation bar.
  2. Search by the device or user name. Admins can also filter by Confirmation status.
  3. Click on Devices to confirm.
  4. Click the Actions button and Confirm Device.

Adding Devices to a Circle

Users will add devices to the Circle when they receive the email invitation. Users can use the same email to add all their devices to the Circle. Normally, there is no action for the administrator to add devices to a Circle. See Unconfirmed Devices for the exception.

Adding New Files to the Circle

Users will add files to the Circle. There is no action for the administrator to add files to a Circle. Admins are responsible for configuring the Automated Protection and Egress features such as Magyc Derivative and Magyc Process.

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