This video walks administrators through the process of registering for SysTrack Cloud, creating a cloud tenant, and preparing the environment before inviting additional users.
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Video Transcript
As a quick overview, your steps will be to register for the account in the cloud, create your cloud tenant, and then invite users to the new tenant.
It is very important that you do these steps in this exact order. Inviting users before the tenant is set up can cause registration issues that will require involvement of the Lakeside Cloud Support team.
The registration process begins when you receive an email from Lakeside approving your cloud account. There will be an approval link in that email. Follow that link and click the Get Started button to access the registration page. For SysTrack Cloud, your organization must use Azure AD-compliant email addresses. Most companies already use Azure AD B2C to authenticate their email, but if not, users can create one on the registration page.
For more information about creating an Azure AD B2C account, there is a knowledge base article on the Lakeside Customer Gateway. You can also reach out to the Lakeside Support team for assistance with this step. Once that step has been completed, or if your account is already federated with Azure, click the Continue button to proceed. You will be asked to authenticate and give permission, and an optional profile screen may appear. Fill those out as they pop up. They will be different depending on your security protocols, but once you've completed them, you will be directed to the second part of the registration process. You will be entering your own user information on this screen. This makes you the primary administrator of your cloud tenant. You will be able to invite others to share administrative responsibilities in the last step.
Carefully read the Terms of Service and Privacy Policy documents and check the boxes to agree. If you have been working with a Lakeside partner, please indicate that by checking the box. Click the Register button and step one is complete. Once your registration is approved, you will receive an email with a link to the cloud. Click Create a New Tenant to get started. Later on, this screen will list the name of your new tenant. On the Create a Tenant page, fill out the fields. Best practice for naming conventions would be your company's name, underscore, SysTrack, but you can choose anything that makes sense for you. This name helps our Cloud Support team identify you when you need help. Once you click the Create button, this step is complete.
Please do not forward any of these links from Lakeside Software to other users. Doing so can create additional tenants and create user registration issues. You will be inviting additional users to the tenant using a different process, which is outlined in the next step.