1. Set up your individual PreVeil account on your desktop computer

•        Before proceeding with these steps, please reference the following article:
  Minimum System Requirements & Supported Operating Systems and Browsers
• For instructions on product installation and account claim please see the relevant article for your
  operating system: installation for Windows or installation for Mac
•        Use your corporate email address while creating your account.
•        Add your PreVeil account to your Android or iOS phone: Add a Device
• Enable cloud-edit for PreVeil Drive

2. Confirm your connectivity to our servers and that the PreVeil services on your computer are running by running Key Menu diagnostics

• For instructions on running Key Menu diagnostics please see the relevant article for your operating
  system: Key Menu for Windows or Key Menu for Mac
•        If the diagnostics return any errors, additional configuration in your network environment may be
  required. Please see the onboarding checklist document for more information:
  Onboarding Checklist: Networking and Client Software Access

A log zip file may be generated running a Key Menu log export. The diagnostic logs can then be submitted to PreVeil Support for further investigation into any issues uncovered by the diagnostic check. For instructions on exporting Key Menu logs please see the relevant article for your operating system: Key Menu for Windows or Key Menu for Mac

3. From your computer, create a PreVeil organization

• To create your PreVeil organization, you will need to work directly with a PreVeil Support
  technician. Please reply to the Support technician in your onboarding ticket for the information
  needed to create your organization.
•        Once the organization has been created, verify that the Admin tab appears next to the Mail and
  Drive tabs in the upper left-hand corner of the browser interface.

You are now the administrator for your newly created organization. You will be able to invite and remove users through the Admin Console which is only available to administrators.

4. Invite other users to your PreVeil organization

• You can find instructions for inviting other users to your PreVeil organization here:
  Admin Console - Users
•        Newly invited users will have a “Pending” badge next to their name, which will disappear once
  they’ve taken the steps in the invitation email to install PreVeil and accepted your invitation to
  join the PreVeil organization.
•        If you purchased additional administrator licenses, you could find instructions for promoting other
  users in your organization to become co-administrators here: Admin Console - Users

Additional users you invite to your PreVeil organization will not sign up via the steps you used in item #1 above. Each user will receive an email from admin@preveil.com inviting them to join your organization. By clicking the invite link, each user will create a managed account. PreVeil should be installed on the user’s machine before they click the link.

Please make sure that your users are only creating their accounts by way of the invitation email that you send them, and are not making personal accounts for themselves outside of your PreVeil organization.

5. Create an Approval Group and assign it as the Recovery Group for your users

• More information regarding Approval Groups, including how to create and assign them, can be
  found here: Admin Console - Approval Groups
•       Once an Approval Group has been created, we strongly recommend you assign it as the Recovery
  Group for your organization users. Instructions for doing so can be found here:
  Admin Console - Approval Groups

An Approval Group must consist of users who have created PreVeil accounts and are within your organization. Non-admins may be added to Approval Groups. You must have at minimum three users in each approval group.