Welcome to the CrossClave community! We're very excited that you've joined us and hope you'll have a great experience using CrossClave.
As you are getting started with CrossClave, there are a couple important terms you need to know which will help you as you set up your teams and onboard users:
- Recovery Phrase
- License Key
Understanding what these terms mean, where to find each of them, and how they appear in the onboarding process will help you create your account and assist your users.
Download the CrossClave Application
You and each of the users in your team will need to download the CrossClave application. Links are available on your My Account page, or by clicking below.
Next you will need to enter your license key to actually create your team. This was created for you when you purchased your CrossClave subscription. Navigate to the My Account page and click My Subscription. Click the Copy button next to License Key or manually copy the value listed there.
License Keys look like this (THIS IS NOT THE ACTUAL KEY YOU WILL USE, MERELY AN EXAMPLE):
Be sure to include the
#LicenseKey: prefix when you paste the License Key into CrossClave. Paste the License Key into the appropriate field.
Then Select the 'Continue' button.
Create your Team
After clicking the Continue button you will be prompted to give your team a name. This is the name that other people will see when accessing your team.
Enter the name you wish, then select 'Continue'.
Create your Username (Team Specific)
After selecting the 'Continue' button you will then create your identity for that team. Bear in mind this will be the name others see and also the name others will enter in order to send you notifications in chat.
Select the 'Continue' button to proceed.
You can read more about how end users (those not creating teams) go through the team join workflow in this article.
After entering the team name and username, you'll be presented with a Recovery Phrase. This is essentially the password for your CrossClave account. Your Recovery Phrase is a long string of English words separated by spaces. This is different than the password you used when purchasing a CrossClave subscription. The Recovery Phrase is generated on your device and is unique to your CrossClave profile.
Your Recovery Phrase is very important! You can use the Recovery Phrase if you need to install CrossClave on a different computer or reinstall after a system upgrade. This is the only time when you will be presented with the Recovery Phrase, so please be sure to record it somewhere safe. It should never be shared with another CrossClave user.
As noted on the screen, SpiderOak cannot retrieve your Recovery Phrase if you forget it. It is essential that you record your Recovery Phrase somewhere safe so you can retrieve it in the future if needed. You can highlight the text of the Recovery Phrase and use a keyboard shortcut to copy, or simply click the Copy button. After recording the Recovery Phrase, click the Continue button.
On the next screen please double check that you definitely have your Recovery Phrase saved somewhere. This is a final check to make sure you have the Recovery Phrase correctly recorded. After checking the Recovery Phrase again, click 'Yes, I saved it'.
Onboarding Team Members
(You can read more about how end users (those not creating teams) go through the team join workflow in this article.)
First, navigate to the team settings menu by selecting the hamburger menu in the top left of the CrossClave application window and select the settings cog. Then Select the name of the team you wish to add users to. This will show a list of all the users in the team currently. To add another user select the blue '+' icon in the top right of the window. You will be prompted to enter a name for this user you are adding. Note: this name will be how others send notifications to this user and the name others will see as their identity. After entering their name, select the 'Create Invite' Button. You will be presented with a sub window with a string of words (similar to the recovery phrase). Copy this string of words and send this to the end user you wish to add to your team.
The end-user will then need to perform the steps listed in the Getting Started Guide for End Users article. in the meantime you will see the pending invite in your team user list until the end-user is able to onboard.
Once the end-user has successfully onboarded the user avatar will illuminate to a more vibrant color and can then be added to other spaces within the team.
*Currently only the administrator who creates the invite for an end-user can see the pending invites.
Getting Started Guide for End Users
We provide documentation for end users in our Getting Started Guide for End Users. Please feel free to send your users to that article so they can download the application and follow the steps to set up CrossClave.