Before adding a user to a Team, they must create a CrossClave account. After account creation, a Team admin may then invite the user to the team. Once a user is added to a Team, admins of a Space may add the user to their Spaces.
The user must first create their account by installing and then launching the SpiderOak CrossClave client. The client will lead the first-time user through creating an account. Once the user has an account, a Team admin (or the Operations and IT staff) may give the new user Team Join URL.
The User will be asked if they wish to “Create a Team” or “Add a Team” to their new account. Underneath the “Add Team” section, the user will input the same Team Join URL in the applicable field and select “Add Team” button.
The user will be presented with the “Get Invited” screen which provides them with their Account ID. This Account ID is needed by the admin to successfully invite the user to the team. The user simply needs to provide this to an admin of the team they wish to join.
After the Admin has completed inviting the user to the team, the user must restart CrossClave to see the team.
Once the admin receives the Account ID from the user, they may now invite the user to the team. First, select the Team name in the upper left corner of CrossClave. This will show a list of the teams you are a member of in CrossClave, as well as a Settings 'Cog'. Select the 'Cog' and you will be taken to a Settings menu. Choose the team you want to add a member to and you will be sent to the Team Settings page.
Inside the Team Settings window, select the “Member Management” button.
With the “Add Members” header selected, the admin can fill in the field requesting the user’s full name and paste the user’s Account ID into the applicable field. Once the admin selects “Send Invitation” this adds the member to the team and the next time SpiderOak CrossClave is launched the team will populate in the user’s client.
The Member Management page allows admins to add, remove and promote team members to admins.