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Jatheon Cloud – How To Articles
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How to Search Through Different Mailboxes on the Search Page
The Search page has three different scenarios depending on your permissions and added or associated mailboxes: You are a user with no added user or associated mailboxes - no matter whether you have a permission to view other users' emai...
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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 MSP or Account Admin you'll be able to: Add a User Mailbox – in case you want to attach another user's mailbox to a specific user. This would enable this user to search for the emails where the given mailbox was involved. Associa...
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How to Log in with Your GSuite or Office 365 Account
In addition to the regular login option for the Jatheon Cloud platform, we enabled login with your: GSuite account Microsoft Office 365 account To use these, some things will need to be set in advance: GSuite Account Your organization...
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How to Enable Microsoft O365 Login
As an MSP Admin/Account Admin, you'll have the option to enable Microsoft O365 login for any of your Clients/your organization. To do so, follow these steps: Log into Jatheon Cloud and head over to the:MSP Admin: Clients sectionAccount...
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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 Clients
As an MSP Admin, you'll need to log into the Jatheon MSP platform to be able to manage all your Clients. Once you're in, head over to the Clients section and find the Client you want to manage. You can do this either by searching for...
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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
In order to view and manage users, you first need to log into Jatheon Cloud platform as an MSP Admin, Account Admin or the user with the appropriate Manage Users permissions. Under the Users section, MSP Admins can manage all the users ...
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How to Use Jatheon Cloud as an MSP Admin
To log into Jatheon Cloud as an MSP Admin, you first need to get an email from the platform informing you that you have been added as an MSP Admin and that you need to set up the password for that account. Once you set up the password...
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How to Get All Emails That Have Notes
If you are a Compliance Officer, adding Notes (How to add Notes article) to emails can be useful to store key information. To make your job easier, we went a step further and enabled you to find all the emails with at least one Note adde...
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How to View Audit Logs
Every user of the Jatheon Cloud platform can view Audit Logs. Depending on their permission, they will be able to view the following: User – can view only their own Audit Logs Account Admin – can view the Audit Logs of all the users in ...
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How to Manage POP3/IMAP Connections for an Account
In case email ingestion is supposed to be done by using POP3/IMAP connections, they need to be set properly first. Setting the POP/IMAP Connections MSP Admins will be able to set these connections by taking the following steps: Log into...
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How to Manage Notes for an Email/Social Media Item
As a Compliance Officer, it is really important to have an option to write a Note for an email/social media item so that you, as well as fellow Compliance Officers, can easily view all the added comments. The Notes are shared among the C...
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How to Use Keyword Lists in Advanced Search
It is quite simple to use the created Keyword Lists when running Advanced Searches. To do this, you need to log into Jatheon Cloud as a User with the Advanced Search permission. To access the Keywords option within the Advanced Search, ...
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How to Manage Keyword Lists
Keywords can be extremely useful when trying to save all the important words and perform an Advanced Search more than once. These words will be listed in the Keyword Lists section, where you can also find the following information: Ke...
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How to Set Custom Roles
On Jatheon Cloud, you can use Roles to determine different levels of permissions for the user(s). This highly customizable option makes this system unique as you can adjust Roles to suit each User or group of Users and their position wit...
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How to Initiate Password Reset
In case a user struggles to reset their Jatheon Cloud password, there is an additional way to reset it through our system. The entire process takes only a couple of minutes, so and users will be able to access their account again in no t...
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How to Use Calendar in Search Flow
Whenever you use the Search option, the Calendar plays an important role. By default, the date range is set to the Last 14 Days, but you can easily change it to any other combination of dates. To make it even easier for you, we have inc...
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How to Change a Password
If at any point you want to change the Password you are using to log into Jatheon Cloud platform, follow the next steps: Log into your Jatheon account. Head over to the main header drop-down (where you have your initials) and click on t...
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How to Filter and Search for Files in the Import Section
The Import section has been updated to simplify the ingestion process – you can now filter files and search for them.Here's how you can do it in a few simple steps: Log into your Jatheon Cloud account as the Account Administrator Head t...
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How to View Your Recent Searches List
Once you log into your Jatheon Cloud account, head over to the Recent Searches section in the side menu. This will let you review your last 25 Recent Searches. You'll see the date and time when the searches were executed, as well as the ...
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How to Save a Search on Jatheon Cloud
You can save a search for future reference by using the Save Search feature. Once you log into your Jatheon Cloud account, first go to the Search section in the side menu and enter the search criteria. You can save that search by clicki...
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How to Delete a User on Jatheon Cloud
To delete a user on Jatheon Cloud, you need to log in as a user who has the Delete user permission enabled (by default, these are either Account Admin or MSP Admin). First, head over to the Users section in the side menu and find the use...
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How to Edit an Existing User
To modify existing users on Jatheon Cloud, you will need to log in as a user who has the Edit user permission enabled (by default, these are either Account Admin or MSP Admin). First, head over to the Users section in the side menu and f...
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How to Import Emails to Jatheon Cloud
To get to the Import section of the Jatheon Platform, you will need to first log in as a user with the Import permission enabled (Account Admin has two permissions by default - Ingestion details and Run ingestion) and then click Company ...
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