Knowledge Base/Most Requested Support Topics/Getting Started (For Admins)

What are the proper steps (in sequence) to get a new account set up successfully?

Workspace Support Team
posted this on April 29, 2011 03:30

The seven basic steps to set up your workspace account (in sequence) are:

1. Create all new users and public message folders in your workspace account (assistance with batch creation is available);

2. Have your organization's email domain (e.g., company.com) mapped to your workspace account;

3. Create all working email addresses in the your new workspace account (e.g., jsmith@company.com, info@company.com);

4. Re-point your organization's email domain to MX Records (its basically an Internet address for email) provided by support;

5. Configure user email clients (like MS-Outlook) and Smartphones (like iPhone) as needed;

6. Train your users on the new system (especially the various collaboration capabilities); and

7. Plan for and then migrate emails, files, and other user data.

 

Click here for detailed instructions on mapping your company's email domain to your workspace account, 

 

Note: Email migration can take place after the cut-over of email. In fact, this is the recommended best practice.

We encourage you to gather the necessary data and plan the cut-over and migration carefully to avoid disruption of business processes.

Contact your support team for additional help with cut-over and migration.

 
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