Managing a team

Note  The following information is for team managers.

Managing a FileMaker Cloud team

Team managers control access to hosted files through Claris Customer Console. Instead of managing an independent list of Claris ID accounts for individual users in each custom app, you can add users to the team and manage groups of users.

A team manager doesn’t have to be a licensed user. For example, if a team manager will manage the host or the team’s subscription, but not open or update custom apps, they can be an unlicensed user. However, this Help assumes a team manager is also a licensed user.

You become a team manager when any of the following events occur:

  • you purchase a FileMaker Cloud subscription, and you are the contact for managing the team’s subscription. By default, you are a licensed user in the team, and your account is managed by Claris International Inc.
  • the person who purchased a FileMaker Cloud subscription designates you as a team manager. You are a licensed user in the team, and your account is managed by Claris International Inc.
  • another team manager designates you as a team manager. You can be either a licensed user or an unlicensed user in the team, and your account is managed by that team.

As a team manager, you can:

  • invite users to the team
  • remove users from the team
  • change the license status of users in the team
  • create and manage groups in the team
  • change team settings
  • create apps in Claris Customer Console
  • upload apps to FileMaker Cloud and share them with users who have access to them
  • upgrade the team’s FileMaker Cloud subscription
  • deactivate and reactivate Claris ID accounts
  • set up signing in to Claris ID with an external identity provider; see Using an external identity provider to authenticate Claris ID accounts

General steps for setting up a FileMaker Cloud team

  1. In FileMaker Pro, create account access entries that authenticate users and groups via the Claris ID identity provider. See FileMaker Pro Help in the Product Documentation Center.
  2. Choose settings for the team and managed users. See Changing settings.
  3. For information about setting up security for a team, see FileMaker Security Guide in the Product Documentation Center.

  4. Invite users to the team. See Inviting users to a team.
  5. When a user accepts the invitation, they become managed by your team.

  6. Make at least one other user a team manager. See Adding or removing team managers.
  7. It is recommended to have at least two team managers for each team. Team managers don't have to be licensed users.

  8. Create one or more groups in the team. See Managing groups (FileMaker Cloud).
  9. Add users to each group. See Adding or removing users in a group (FileMaker Cloud).
  10. Host custom apps using FileMaker Cloud. See FileMaker Cloud Help in the Product Documentation Center.

Managing a Claris Connect team

You become a team manager when any of the following events occur:

  • you purchase a Claris Connect subscription and create a Claris ID account. By default, your account is managed by Claris International Inc.
  • the person who purchased a Claris Connect subscription designates you as a team manager. Your account is managed by Claris International Inc.
  • another team manager designates you as a team manager. Your account is managed by that team.

As a team manager, you can:

General steps for setting up a Claris Connect team

  1. Choose settings for the team and managed users. See Changing settings.
  2. Invite users to the team. See Inviting users to a team.
  3. When a user accepts the invitation, they become managed by your team.

  4. Make at least one other user a team manager. See Adding or removing team managers.
  5. It is recommended to have at least two team managers for each team.

Managing a FileMaker Server team

You become a team manager when any of the following events occur:

  • you purchase a FileMaker Server subscription and create a Claris ID account.
  • the person who purchased a FileMaker Server subscription designates you as a team manager.
  • another team manager designates you as a team manager.
  • you are the main billing contact for a FileMaker Server subscription.

As a team manager, you can:

  • invite users to the team
  • upgrade the subscription
  • deactivate and reactivate Claris ID accounts or remove users from a team

General steps for setting up a FileMaker Server team

  1. Invite users to the team. See Inviting users to a team.
  2. Make at least one other user a team manager. See Adding or removing team managers.
  3. It is recommended to have at least two team managers for each team.