Getting started with Joining Tehama

Purpose

This guide provides the basic steps necessary in order for you to join Tehama.

Joining Tehama

NOTE: Tehama at this time is by invitation only. If you are interested in ordering Tehama, reach out to us through Tehama Support.

Invite Email

You've likely received an invitation through email, sent to the email address you provided for your order/purchase of Tehama.

  • From: no-reply@tehama.io
  • Subject: Welcome to Tehama
Note: Please check your spam folder if no email is received.


The invitation will be either:

Both start off with similar steps, then diverge into different scenarios for the next steps.

The invitation email will contain a link which will need to be actioned in order to set up Tehama. Locate the invite email and click the 'Accept invitation' link.

If you have been invited to connect to a room, the link will be 'Launch Room'. Clicking on this link will bring you to a page displaying the Join room in TEHAMA dialog. This will present you with two options:

  • "I already have an account", followed by a LOG IN button; or
  • "I need to create an account", followed by a JOIN TEHAMA button. Clicking on the JOIN TEHAMA button brings you to the same account-creation page as the 'Accept invitation' link from the other invite emails.

Account Creation/Initial Log In

Having clicked on the link in the invite email, you will be presented with a page displaying the JOIN TEHAMA dialog asking you to create a new Tehama User Account (1) (2) (3).

Please fill in the following fields:

Field Description
Name First and Last Name (auto-populated) (this will be the full name of your personal User account)
Email Email Address (auto-populated) (this will be your Tehama username, used to login)
Password Your desired password
Confirm Password Confirm desired password

Take some time to browse the terms of a Tehama Account by clicking on terms.

Click on Register. A dialog to set up Google Authenticator will appear.


Footnotes:

1. You may also choose to forgo creating a Tehama Account and sign up using a valid Google account. If so:
  1. Click the Sign up with Google button
  2. Enter your Google Account credentials
  3. Press Sign in. A dialog to set up Google Authenticator will appear.

2. You may already have a Tehama Account and merely wish to create a new organization. If so, click the Already have an account link, log into the LOG IN dialog that appears, then proceed to 'Organization Registration' section in this document.

3. After setup is complete, you may opt to enable Single Sign On (SSO) for your organization, if your plan supports this option. You can find more information on this in the Authentication User Guide.


Google Authenticator Setup

The dialog to set up Google Authenticator will prompt you to set up 2FA authentication on a secondary device (e.g.: tablet or phone). You can find more information on this in the Authentication User Guide.

Click NEXT.

A LOG IN dialog will appear. You will be prompted to login with either your Tehama Account username and password or your Google Account username and password, depending on which you used above.

You will then be prompted to access the 6-digit Authentication Code in the Google Authenticator app on your secondary device and enter it in the LOG IN dialog.

Note:
While you are using Tehama, Tehama continuously checks to see if you have accepted the latest Terms of Service (ToS). If a version of the ToS that is newer than the last one you accepted exists, you will be prompted to view and accept it. You are required to accept the latest ToS before you may proceed to interact with Tehama through the Web UI.

WARNING: Failure of an organization owner (the user with the Admin role for the organization) to accept the latest ToS within fifteen days of issuance may result in the suspension of the organization's account.

See the 'Login instructions' in the Authentication User Guide for more information on accepting the Terms of Service.

Organization Plan

If you were invited to join as a team member skip this step and proceed to Profile Page Completion.

If you are still here, you were invited to join to create an organization, or to connect to a room, requiring you to create an organization.

Upon a successful login, you will be directed to your Organization plan page, cheerily entitled 'Welcome to TEHAMA'.

This page shows your support plan. Click CONTINUE to confirm that you have agreed to subscribe to this plan. (This plan can be changed at any time.)

Organization Registration

You should have been directed to your Organization profile page. If you were not, then open the User menu at the top right and select Organization.

Complete all required fields and correct any mistakes the inviter may have made in your Organization's contact details.

Fields to complete:

  • Organization name (Auto-populated)
  • Country
  • Address
  • City
  • State/Province
  • ZIP/Postal Code
  • Phone Number

Press Complete Registration.

Profile Page Completion

You should then be directed to your Tehama User Personal Profile page where you can enter profile details. If you are not, then open the User menu at the top right and select Settings and then the sidebar item PROFILE.

This is what other organizations will see about you when deciding to grant you access to Rooms so we generally encourage you to fill this out completely.

Fields to complete:

  • Name (full name) (Auto-populated)
  • Title
  • Email (Auto-populated)
  • Phone
  • Country
  • Address
  • ZIP/Postal Code
  • City
  • State/Province
  • Country of Citizenship

Press Save.

Payment Method

This is a good time to configure your organization's payment method. A payment method must be configured before you can create a room.

Navigate to your organization's Payment Method page. Open the User menu at the top right, select Organization and then the sidebar item PAYMENT METHOD.

Proceed to enter your payment information. See the 'Payment Methods' section of the Organization User Guide for more details.

Email Customization

You can work with a Tehama Concierge to customize select emails that are sent out by Tehama on your behalf. If this is something your organization would like to do, contact the Tehama Concierge service through Tehama Support to start the process.

Next Steps

At this point you are ready to take your next steps in the Tehama Installation Guide.

Probable next steps:


If you were invited to create an organization, or connect to a room

you may have also been invited to:

If not, check out the typical room creation scenarios.


If you were invited to join as a team member

You should be re-directed to the ROOMS page. If not, click ROOMS in the top bar.

If you were invited as part of setting up a new room, you should see a room in the room list in the main area.

If not, you are probably done for now unless you were invited by someone in your organization as a Manager to create a room. In which case, check out the typical room creation scenarios.