Logging into your PrivMX account

This tutorial is dedicated to all Team Members, entering PrivMX for the first time. If you're a Team Keeper (the first PrivMX user in your team, arranging the workspace for your Team Members and inviting them in), see this tutorial first.

Please keep in mind you can always get back to us with any questions or issues on the way. Use the form here or write us at contact@privm.com

Downloading PrivMX

To start using PrivMX, you need to download the app from our website.. After the download is complete, you can open and install PrivMX software on your computer. 

As a Team Member, you must have got your login and password from your Team Keeper.  Use them to enter your workspace:

Login form

After you enter PrivMX, you see all the Tools (Chats, Files, Issues and Calendar) listed above and all the Sections of your team below:

All Tools PrivMX

You can enter your workspace through any of the Tools or Sections - the app will take you directly to your destination. Note that if you enter PrivMX via any Tool, you'll see all your Sections throught the perspective of the selected Tool. Entering through any Section takes you directly into its content - Chats, Failes, Issues and Calendars.  To understand it better, take a look at the unique, 2-dimensional architecture we designed. It's based on horizontal Tools and vertical Sections:


The top, horizontal menu contains all of our tools: Chat, Files, Issues and Calendar. The vertical bar consists of different Sections you create for and with your team. They help you organize your projects and teamwork according to the way you work.  As you're entering PrivMX for the first time, the app will automatically suggest starting with Files; we've prepared a starter pack for all the beginners to make your onboarding smooth and easy ;)

Entering PrivMX Team Server through Files:

Choosing Files in the first window after you log into your Team Server lets you see all the files that you have access to, arranged within Sections you belong to:

PrivMX files starter pack view

As you create, share and add more files to your Team Server, you'll see all the Files neatly organized in:

  • your private files - containing all the files you create in PrivMX (text notes or Mindmaps) or upload from your device to your private workspace;
  • all files - with all the files you have access to, including your own, the ones shared in Sections, Chat channels or attached to the Issues you have access to;
  • your device - where you can easily access all the files from your desktop;
  • trash - where all of the deleted files are stored;
  • Sections - where you can find all the files shared, created and uploaded by your fellow Team Memebers within a particular Section. Note that files are always displayed in chronological order, with the ones recently edited on the top. To learn more about how you can use files in PrivMX, check this article.

Entering PrivMX Team Server through Chat:

Chat PrivMX   After clicking on the Chat button, you will enter your PrivMX workspace and see it from the perspective of all the Chat channels that your Team Keeper made you part of.  All the channels are listed in the sidebar menu on your left - just click up and down through the list to start or read conversations. Each Section may have its own Chat channel, where every Team Member with access can enter, talk to other members, post comments and share resources, such as files or links. You can see these Sections' channels listed in the top part of the sidebar menu - as shown in the screenshot below:

PrivMX Sections' chat channles view

You can also use Chat to have one-on-one or ad hoc group coversations with other Team Members - these are listed below the Sections' Chat channels:

one on one PrivMX chat channel

If you want to get to know all the features behind PrivMX Chat, read this article.

Entering PrivMX Team Server through Issues:

If you choose to enter your Team Server through Issues, you'll be able to see all tasks, to-do lists and kanban boards that you have access to, arranged in:

  • your private Issues - containing your own tasks, with no other Team Members assigned;
  • all Issues - including all Issues you have access to, arranged in chronological order;
  • Issues created by You - where you can check all the tasks you created for yourself and other Team Members;
  • Trash
  • Issues within particular Sections - it's where all the tasks related to Sections are organized; you can view them as to-do lists or kanban boards according to your settings;
  • Issues assigned to particular Team Mambers - clicking through the names' list results in displaying tasks assignments.

Note that as with files, we've also prepared a starter pack of Issues for every PrivMX beginner - just to make sure your first experience with PrivMX is a friendly one ;)

PrivMX Issues To learn more about PrivMX Issues, head to this article.

Entering PrivMX Team Server through Calendars:

If you enter through Calendars, PrivMX takes you to the particular Section's time schedule. The app keeps track of the last Section you used befor logging out, so any time you enter your workspace after logging in, you'll be starting from this particular Section. Calendars are thourougly explained in this tutorial.

That's the original PrivMX structure, supporting flexibility and agility in your day-to-day team work routine.


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