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Jatheon Cloud – How To Articles
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How to Set Up a Timezone for Your Organization
As an Account Admin, or a user with the Manage company settings permission, you can set the timezone for your organization. All the dates and times your users see are shown in that timezone. The default timezone is [UTC] Coordinated Univ...
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How to Set Up LDAP
As an Account Admin/MSP Admin, you'll be able to set up LDAP for your organization. To do so, you'll need to do the following: Log into Jatheon Cloud as an Account Admin/MSP Admin Account Admins – Click the main header dropdown and choo...
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How to Configure Google Mail to Send to Jatheon Cloud
As a Google Workspace administrator, you can send a copy of every Gmail message to your Jatheon Cloud journaling address using one of three methods: Content compliance (recommended) Routing Third-party email archiving (Frontline Plus,...
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How to Configure O365 to Journal to Jatheon Cloud
To create a new journaling rule in the Compliance Management menu on O365 and set the Send Journal reports to the provided journaling address, you need to complete the following steps: 1. Navigate to https://purview.microsoft.com/settin...
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How to Upload a Single File in the Import Section
As an Admin, or a user with the Import files permission, you can upload a single PST, EML or ZIP file smaller than 500 MB to Jatheon Cloud. Open the Imports section Click your initials in the top right corner and select Company Settings...
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How to Search Through Different Mailboxes on the Search Page
If you have more than one mailbox, you can choose which of them to search. Your mailboxes can include your own mailbox, extra mailboxes added to your account and mailboxes associated with you. See How to Add a User Mailbox or Associate M...
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How to Join Jatheon Cloud as a New Client
It takes just a few minutes to create a Jatheon Cloud account. You'll first need to visit https://cloud.jatheon.com/register and fill in this registration form: You'll need to enter the following fields: Company Name – the name of y...
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How to Log Into Jatheon Cloud and Go Through the Forgot Password Flow
To access the Jatheon platform, you need to go to the Login screen and enter your credentials. You need to be a verified user to be able to log in. Once you enter your Email Address and Password, the Log in button will become enabled a...
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How to Import Users by Uploading a CSV File
As an MSP Admin or Account Admin (or a user with a custom role that allows Import), you'll be able to onboard your users quickly using a CSV file. To do this, you need to: Log into the Jatheon Cloud platform as an MSP or Account Admin H...
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How to Add a User Mailbox or Associate Mailbox(es)
As an Account Admin, or a user with the Edit users permission, you can give a user access to more mailboxes. There are two ways to do this: User Mailboxes — add another email address that belongs to the user, so their searches include ...
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How to Log in with Google Workspace or Microsoft 365 Account
Besides your email address and password, you can log in to Jatheon Cloud with your Google Workspace or Microsoft 365 account. Before you can, an Account Admin needs to set it up for your organization. Set up Google or Microsoft login As ...
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How to Enable Microsoft O365 Login
As an Account Admin, or a user with the Manage company settings permission, you can let your users log in to Jatheon Cloud with their Microsoft 365 accounts. To do this, add your organization's Office 365 Tenant ID. Add a Tenant ID Clic...
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What Can I Do as a Compliance Officer on Jatheon Cloud?
Once you receive an email from the Jatheon Cloud platform informing you that you've been added to your organization's account, you'll need to set up your password to be able to log in. As soon as you get in, you'll be presented with the...
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How to Set Up Two-Factor Authentication (2FA)
In case 2FA is enabled for the organization you are a member of, you'll need to set it up by following the next steps: Step One: Scanning the QR Code (You'll do this only when setting up 2FA for the first time.) 1. Log into the Jatheon ...
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How to Enable/Disable Two-Factor Authentication (2FA) for a Client
To be able to enable/disable 2FA, you need to log into Jatheon Cloud as an MSP Admin, Account Admin or a user with Manage Company permission. As an MSP Admin, head over to the Client section and click the Edit option, which appears when ...
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How to Manage Domains for an Account
As an MSP Admin/Account Admin, you'll be able to add/delete a domain for each Client/your organization. To do it, log into Jatheon MSP platform and: for MSP Admin:Head over to the Client section and click the Edit link that appears w...
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How to Manage Users
As an Account Admin, or a user with the permission to manage users, you can see and manage all the users in your organization. View your users Click your initials in the top right corner and select Company Settings. Open the Manage User...
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How to Get All Emails That Have Notes
As a user with the Manage Notes permission, for example a Compliance Officer, you can find every email that has at least one note with a single Advanced Search. Open Advanced Search Go to the Search section. Click the Email tab to open ...
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How to View Audit Logs
As a user with the Search Audit Logs permission, you can review what's been done in Jatheon Cloud in the Audit section. What you see depends on your role: User — your own audit logs Account Admin or Compliance Officer — the audit logs o...
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How to Manage POP3/IMAP Connections for an Account
As an Account Admin, you can set up POP3/IMAP connections so Jatheon Cloud collects email from a mailbox server. You can add more than one connection. Open the POP3/IMAP connections Click your initials in the top right corner and select...
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How to Manage Notes for an Email/Social Media Item
As a user with the Manage Notes permission, for example a Compliance Officer, you can add notes to emails and social media items to record key information. Notes are visible to everyone with the Manage Notes permission. Add a note Go to...
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How to Use Keyword Lists in Advanced Search
As a user with the Advanced Search permission, you can search for any of the keywords in a saved keyword list at once, instead of typing them one by one. To create a list first, see How to Manage Keyword Lists. Search with a keyword list...
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How to Manage Keyword Lists
As a user with the Manage Keywords permission, you can save sets of words and phrases as keyword lists and reuse them in Advanced Search, instead of typing them every time. Your lists are in the Keyword Lists section, under Search in the...
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How to Set Custom Roles
As an Account Administrator, or a user with the Create roles, Edit roles and Delete roles permissions, you can create custom roles that decide exactly what each user in your company can do.Jatheon Cloud comes with four default roles: Acc...
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How to Use Calendar in Search Flow
Every search runs over a date range, shown next to Range at the top of the search panel. By default, it's the Last 14 Days. Click it to open the calendar. Use a preset Select a preset on the left: Today Yesterday Last 7 Days Last 14 Day...
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How to Change a Password
As a Jatheon Cloud user, you can change the password you use to log in at any time. Change your password Click your initials in the top right corner and select My Account Settings. Open the Security tab. Click Change Password. Ent...
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How to Filter and Search for Files in the Import Section
As an Account Admin, you can filter the files in the Imports section by status and search for them by name. To open the Imports section, click your initials in the top right corner, select Company Settings, open the Data Transfer tab and...
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How to View Your Recent Searches List
Jatheon Cloud keeps a list of your 25 most recent searches, so you can check what you searched for and run a search again. View and run your recent searches Go to the Recent Searches section in the side menu. Open the tab for the kind o...
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How to Save a Search on Jatheon Cloud
You can save your search criteria so you can run the same search again later, without setting it up from scratch. Save a search Go to the Search section and set up your search: pick a date Range, then enter your keyword in Simple Search...
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How to Delete a User on Jatheon Cloud
As an Account Admin, or a user with the Delete users permission, you can delete users from your organization. Please note that deleting a user removes all their emails, files and everything else associated with them, and it can't be undo...
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