PreVeil Admin Checklist

Owned by Phil Rodrigues
Last updated: Nov 13, 2024
3 min read

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

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. The instructions may already be found in your onboarding email, along with a demonstration video.
       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.