Online Help > Getting Started

Checklist for Teams



We have created a checklist to help you getting started with Remote Desktop Manager when working in a team environment.



Step 1 - Register your license

Step 2 - Choose your Data Source (for teams)

Step 3 - Select your Security Provider

Step 4 - Set up a Team Folder for Default Settings

Step 5 - Create your Default Settings

Step 6 - Create Users

Step 7 - Create Roles

Step 8 - Create Top Level Folders

Step 9 - Grant Permissions

Step 10 - Import your Data


Register Remote Desktop Manager

Remote Desktop Manager Enterprise Edition grants you a 30 day trial. Refer to the procedure in the Register Enterprise Edition topic to register your license key. If you decide not to register by the end of the 30 day trial, your data will not be altered or erased, and you will have full access to it once you provide a license key.


Choose your data source type

When choosing any data source type that is not on-premises, you need to think about the safety of the data at rest and during transport. We strongly recommend that you further encrypt your data by applying a master key for file-based solutions, or a Security Provider for Advanced Data Sources. This ensures only you can read the data.


Upon first launch, Remote Desktop Manager uses an SQLite data source. The data sources are elaborated further in the Data Sources overview topic. For help about choosing the right data source for your requirements, please see Choosing your data source (Teams).


Select your Security Provider

Select your security provider before importing or creating any data in your database so nobody can read your entry configuration data, even when people have a direct access to your database.


Set up a team folder for default settings

Set up a team folder on your server drive to store all your default settings templates to easily share with your whole team. To learn more about setting up a team folder on your server drive, please consult Set up a team folder for default settings.


Create your Default Settings

In File - Templates - Default Settings you will be able to create default settings template to create, edit or reset your default settings when a new entry is created. Each entry type is supported and can have a default template defined to fit your requirements.


Create Users

Remote Desktop Manager supports advanced user rights management. User accounts must be created manually by an administrator of the database.


Create Roles

Create Roles to easily manage your security system. You can then assign users to Roles, making it easy to grant permissions to a set of users instead of having to manage permissions individually.


Create top level folders

Top level folders are at the foundation of a solid security structure. Your folder structure (Folder entries) should represent your company structure. For example, you can create a folder for your Production team, one for your Staging team and one for your Testing team.


Grant permissions

Once your users are created you can then grant permissions for your Role based security system. The permissions granted on the folder will then be inherited by each entry set under that folder. If you are using integrated security (Active Directory), please follow this link for more information. Remember that all entries without security are considered public, which means that they will be available to all of your data source users.


Import your data

The final step is to import all of your data into Remote Desktop Manager. You can import your sessions, logins and contacts in a few easy steps.