​​Connecter Server - Starting Steps
​​Updated July 13th, 2022

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​Account preparation

​​In order to use Connecter Server, the team needs at least one Design Connected ID. It can be created through either www.designconnected.com or www.designconnected.com/connecter.
​​This Design Connected ID will be used for managing Connecter Server’s subscription. Usually, it’s an account used by the person who will manage the payments in the future. You can change it after the initial setup.
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​​NOTE: If you already have Design Connected ID, you can use it - log in on www.designconnected.com/connecter.

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​Subscription - Free trial

​​The first step towards using Connecter Server is to start a subscription - www.designconnected.com/connecter/subscriptions.
​​You can choose between 4 options based on the number of allowed simultaneous connections (“users”). If you need more than 20 users, start with the biggest plan, and contact our support team for pricing and increasing the limit.
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​​Click the button below the plan you want. That will almost instantly create a subscription with an initial trial period.

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​Invite admin

​​Click the “Create team” button and enter the details. Don’t worry too much about the naming - it can be changed in the future. 
​​You will have to enter the email of the Team Admin. That’s the person who will manage the team - invite new users, set permissions, create workspaces, etc. The admin doesn’t require Design Connected ID and can be different from the one used for setting the subscription.
​​The admin will receive an email from teamwork@connecterapp.com. Inside you will find a link that will take you to teamwork.connecterapp.com. You will just need to fill the name and select a password to complete the admin account setup.
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​Introduction to Team Portal

​​On teamwork.connecterapp.com you will find a web interface that allows you to manage your Connecter Server team and Workspaces. You have the following tabs:
  • ​​Members
​​Here you can invite one or multiple users to your team. Every user is defined by a name and email - the latter is used as the username for logging in to the Workspace.
​​NOTE: You can have more users in your team than the actual limit set by the subscription - it’s about the allow simultaneous connections.
  • ​​Workspaces
​​You can create many Workspaces and assign the users with different permissions to each of them. You can’t run two Workspaces simultaneously, so it makes sense to have multiple only if you have people who are working with completely different libraries. 
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​​NOTE: The meta-data for the assets isn’t shared between different Workspaces even if they are part of one team.
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​Creating Cloud Workspace

​​Using the “+ Cloud Workspace” you can create your first Connecter Server workspace. It will be hosted on a secure server with SSL encrypted connection. The only thing that you need to do is to pick a name for the Workspace.
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​​NOTE: You can also create a self-hosted hosted Workspace. It requires advanced IT skills and ongoing support from a system administrator. Depending on your server/cloud-solution of choice the setup can differ a lot, but you can check this video for example. It will give you an idea about the information that should be entered in the Team Portal.

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​Invite users

​​In the newly created Cloud Workspace, you will see all team members. If you haven’t invited any there will only be the admin of the Team.
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​​The invites can be sent from the Members tab. We recommend creating a Cloud Workspace first and then inviting multiple users. This will allow you to assign them to the Workspace and chose their permissions in bulk.
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​​NOTE: The users will appear in the Workspace only after they accept the invitation - click the link in the email and set up their password.

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​Setting permissions

​​You have the following options:
  • ​​Read Only 
​​The user won’t be able to make any changes to the Workspace.
  • ​​Read / Write
​​Full control over the Files and data that are saved in the Workspace.
  • ​​Custom
​​Granulated control over the actions that a user can do in the Workspace.
​​Check out this video on how you can assign permissions quickly.        

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​Migrate Teamwork Workspace to Server

​​If you’ve already been using Connecter with a Shared Workspace you will be able to easily migrate your current organization to the Workspace. Follow these steps:
  1. ​​Start the Connecter desktop app go to the Workspace management screen. 
  1. ​​Click the “Server” button and log in with a user that has Read / Write permissions. 
  1. ​​Choose the Cloud Workspace that you want to use.
  1. ​​You will enter an empty Workspace.
  1. ​​From Tools select “Migrate Workspace” and pick the Workspace that you want to transfer. It works with Personal Workspaces as well.
  1. ​​Wait for the process to finish. It may take some time depending on how big your asset library is.
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​​If you have any issues during the setup, please, contact our support team.
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