Single Sign-On (SSO) allows you to sign in to multiple services using one set of login credentials managed by an identity provider such as Okta or OneLogin. Companies with a large number of permanent and temporary users choose SSO because it enables them to easily give and revoke access to systems and services. See Does TextExpander…
Teams
Below you'll find a list of all posts that have been tagged "Teams"
How to Set up Single Sign-on (SSO) SCIM Provisioning in TextExpander
To configure TextExpander single sign-on (SSO) with SCIM provisioning with the Okta IdP, follow our guide. Okta SCIM Configuration Guide If you have any questions, contact our support team. TextExpander also supports SSO via SAML protocol. Learn how to set that up in Does TextExpander Work With Single Sign-On (SSO)?.
Guide: How to Set up a TextExpander Organization
What is a TextExpander organization? A TextExpander organization is how you keep all your TextExpander users and snippet groups in one place. This has the benefit of making snippet sharing and team member onboarding easier, and central billing and usage statistics possible. If you want a team of any size to use TextExpander, you should…
How Do I Transition My Team to TextExpander for Teams?
To bring your team onto TextExpander for Teams, start with our TextExpander Rollout Checklist. This will help you strategize bringing TextExpander to the whole team, department or company. You’ll manage your team through a TextExpander Organization. For directions on setting up an organization see How to Set Up a TextExpander Organization. Upgrading to TextExpander for…
Guide: TextExpander Rollout Checklist
Use this checklist to plan how you’ll bring TextExpander to your teams. Pre-Rollout Create a Planning Team for the rollout. A larger company may need several Planning Teams, one for each department coming onboard. Decide who will be departmental / team leads and put them on the Planning Team. Each team lead should locate the…
How Can My Team Find and Join Snippet Groups?
Share select groups, make groups discoverable If you have certain groups you want shared with certain members, set up a Team. For example, when a person joins the Support department add them to the Support Team. You can set some groups to be shared with them immediately, and the rest they will be able to…
How Can My Team Automatically Join My TextExpander Organization Using My Company Email Domain?
To ease onboarding new members, turn on an email domain for your company. Everyone who creates a TextExpander account using an email address with your company’s domain, for example, “@textexpander.com”, will automatically be added to the organization. Turn on an Organization Domain Open the organization Members settings. To do so, sign in to your TextExpander.com…
How Do I Set up Snippet Groups for Sharing?
If you’re planning to share snippet groups with your team, there are a few things to keep in mind. Remove personal information. If you are revamping already existing snippets into a shared group, remove any personal information, such as your own email address or name. A neat way to include personal information in shared snippets…
Alias Shared Snippets to Keep “Your” Abbreviation Using Nested Snippets
If you’re using TextExpander with a team, especially if you’re transitioning to using more shared snippets, it’s likely there are now “official” versions of snippets you already have. This is good, now you know that the admin of that group is keeping the content up-to-date so you don’t have to. But it’s also likely all…
How Can My Team Automatically Join My TextExpander Organization Using My Company Email Domain?
To ease onboarding new members, turn on an email domain for your company. Everyone who creates a TextExpander account using an email address with your company’s domain, for example, “@textexpander.com”, will automatically be added to the organization. Turn on an Organization Domain Open the organization settings by clicking your account name in the upper right…