Configure your Enterprise: for Spectrum Integration

Configure your enterprise to get up and running with Viewpoint Team™

Before you can configure your enterprise, you must have the following:
  • Received an email notification with the link to confirm your email and configure your account.
  • Have a Spectrum account with administrative permissions.
  1. From the email notification, click the Confirm Email and Configure Account link.
    The Viewpoint Team Configure New Enterprise page opens in an internet browser window.
  2. Create an admin account by entering information into the following fields:
    • First Name
    • Last Name
    • Create a Password
  3. Click Create Account.
    The Configure New Enterprise screen appears.
    Important: Note that the Spectrum API Status field currently shows your enterprise as Unregistered. You will return to this screen later in the process, once you have registered your endpoint—and your enterprise's status will be changed to "Registered"—so keep this screen open.
  4. Copy the entire code in the Your Registration Key field.
    You need to enter this registration key in step 7.
    Tip: To copy the registration key, click in the field, press Ctrl+A to select the entire key, then right-click and select Copy.
  5. To register your endpoint, open a new internet browser window, navigate to your Spectrum sign on page and modify the URL from: https://<CompanyName>
    to the following:


    The Endpoint Registration Introduction page appears.
  6. Click Start.
    The Endpoint Registration Spectrum Online Key page appears.
  7. Paste the registration key that you copied in step 4 into the Spectrum Online Registration Key field.
  8. Click Continue.
    The Endpoint Registration Spectrum Authentication page appears.
  9. Enter your own Spectrum account credentials in the UserName and Password fields.
    Note: Your Spectrum account must have administration permissions to make full use of Viewpoint Team™ administrative controls. If you do not have administrative access, contact your system administrator.
  10. Click Sign In.
    The Registration Endpoint page appears.
  11. Confirm that the values in the Spectrum Endpoint URL and Viewpoint Team Enterprise fields are correct.
  12. The Company Selection page allows you to select which companies you register for Team. You may not want all of your Spectrum companies to be accessible in Team. Select the companies you want to expose in Team, and then click Continue.
    Note: If you decide later that you want to add a company to Team, you can do so as follows:

    From Spectrum, navigate to the Company Installation screen for the company you want to add. (System Admin > Installation > Company). From the Company Installation screen, select Sync this company with Team? and then sync your Spectrum system with Team as described in Sync with your ERP System.

    Note this procedure requires System Admin privileges.
  13. Click Register.
    The Registration Complete page appears, notifying you that you have successfully registered your Spectrum endpoint.
  14. Return to the Configure New Enterprise page you left open in step 3, and click Check Status.
    Note: If you closed the Configure New Enterprise page, your endpoint has successfully been registered, and you can proceed to Viewpoint Team™, and log in.
    The Spectrum API Status field shows that your enterprise is Registered.
  15. Click Continue.
    The Registration Complete page appears.