Resource Hub articles
Setting up regular boards

In this walk-through, you’ll learn how to create a Regular Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are Regular boards?  Regular boards use a search-focused interface best suited...

Setting up templates boards

In this walk-through, you’ll learn how to create a Templates Board in your content management system and the TeamSlide Web Portal. Before setting up a Board, make sure to read through our informational article about Boards.   What are Templates boards? Templates...

Setting up external images boards

In this walk-through, you’ll learn how to create an External Images Board in the TeamSlide Web Portal. Before setting up a board, make sure to read through our resource article about Boards. What are External Images boards? The External Images board can be used to...

Boards feature

What are boards? Boards allow organizations to separate their content into separate tabs or boards in the TeamSlide add-in. This provides distinct spaces to access content that may serve different purposes. Further, we can implement different interfaces that are...

Slide Library Analytics in TeamSlide

TeamSlide’s analytics capabilities provide valuable insights into your slide management process.  From measuring user adoption, examining common search terms, or determining your most used slides, our reporting feature...

How to Use Metadata in SharePoint

Using metadata in SharePoint is an effective way to keep your content organized and accessible by your team. In this article, we discuss what metadata is, why you should use it, and provide tangible examples and best practices. In addition, we’ll provide specific...

Get Started with Libraries

Creating a Library What are TeamSlide libraries? A library is a container for content (slides, images, videos) that primarily defines its access rights. Additionally, a library can be used in TeamSlide to filter search results and modify search relevancy. 1....

Create a Collection to Insert Slides Together

At times, you may want to group slides so that they will be inserted into your presentation together. Examples include legal slides or mini-stories that require a few slides to communicate like a company introduction or product screenshots. To address this use case,...

Manually Upload Content to TeamSlide

If connecting to a content management system is not an option, you may decide to manually upload content to TeamSlide. In this article, we'll describe how you can do this in the TeamSlide Web Portal. Login to the TeamSlide Web Portal.In the main menu, click Batch...

How to Change a Replication Folder Path

Once you've established a replication task, making specific folders searchable in TeamSlide, you may find that the folder path has changed. Let's walk through how to edit the folder path so that TeamSlide can reconnect to your content. Log into your TeamSlide Web...

Adding Users

In this walk-through, you’ll learn how to add users in the TeamSlide Web Portal. Note that you’ll need the appropriate global permissions to see these tabs.

1. In the TeamSlide Web Portal, click the User tab in the Main Menu.

2. Observe two tabs at the top where you can either ‘Manage existing users’ or ‘Add new user.’ Select ‘Add new user.’

3. Fill out the following fields:

  • Display name – Name displayed to other users.
  • Email – The email address you want to be tied to this TeamSlide account.
  • Login name – A unique ID used for logging in. We recommend using the email address for this.
Add a new user to access the slide library

There are optional checkbox options below ‘Login name.’ Ensure the Send welcome message box is checked to send the user an email, enabling them to set their password and download the PowerPoint add-in.

Optional user settings:
  • Must change password: Forces users to reset their password on the next login. This is only used when you configure a password for the user.

  • Password never expires: When enabled, TeamSlide will never prompt you to change your password.

  • Send welcome message: Sends an email to a new user with installation instructions and a link to set their password. This is automatically selected when you add a new user.  Unselect this option if you want to set a specific password for the user.

  • Technical account: An account that is typically not tied to a user and is often used for content replication.

  • Disable account: You can disable a user by enabling this setting.

  • Create library for new user: Creates a new library with read/write permissions only for this user.

  • Disable approval notifications: If checked, the user will not receive notifications about new content submissions or approval decisions.

  • Don’t update time zone: TeamSlide automatically updates your current time zone upon using the PowerPoint add-in. Check this box if you don’t want your time zone automatically updated.
  • Member of groups: Add a user to an available user group.

4. Click ‘Save.’ View all users and edit current users under the ‘Manage existing users’ tab.

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