# Apptimized AdminCenter Admin Manual

# Prerequisites and firewall rules

<span>The following prerequisites apply for Apptimized</span><span> AdminCenter</span><span>:</span><span> </span>

<span>1. Browsers: </span><span> </span>

- Google Chrome with version 75.0 and above
- Mozilla Firefox with version 60.0 and above
- Apple Safari with version 12.0 and above
- Microsoft Edge with version 83 and above

<span>2. Enabled Java-script in </span><span>browser</span>

<span>3. Firewall white list: </span><span> </span>

<table id="bkmrk-component-descriptio" style="height:370px;"><tbody><tr style="height:35px;"><td style="height:35px;width:333px;">**Component**

</td><td style="height:35px;width:392px;">**Description**

</td></tr><tr style="height:35px;"><td style="height:35px;width:333px;"><span class="TextRun SCXW253414218 BCX7" lang="en-us"><span class="NormalTextRun SCXW253414218 BCX7">https://auth.apptimized.com/</span></span></td><td style="height:35px;width:392px;"><span>Address for single sign-on </span>

</td></tr><tr style="height:35px;"><td style="height:35px;width:333px;"><span class="TextRun SCXW253414218 BCX7" lang="en-us"><span class="NormalTextRun SCXW253414218 BCX7">https://admin.apptimized.com/</span></span></td><td style="height:35px;width:392px;"><span>Address for manage organization configurations</span>

</td></tr><tr style="height:35px;"><td style="height:35px;width:333px;"><span>https://docs.apptimized.com/</span><span> </span>

</td><td style="height:35px;width:392px;"><span><span class="TextRun SCXW140883669 BCX7" lang="en-us"><span class="NormalTextRun SCXW140883669 BCX7">Address </span></span>for </span><span>Apptimized</span> <span>user documentation</span><span> </span>

</td></tr><tr style="height:35px;"><td style="height:35px;width:333px;"><span>\*.chatlio.com</span><span> </span>

</td><td style="height:35px;width:392px;"><span><span class="TextRun SCXW140883669 BCX7" lang="en-us"><span class="NormalTextRun SCXW140883669 BCX7">Address </span></span>for access to support chat</span><span> widget</span><span> </span>

</td></tr></tbody></table>

# Organization Management

#### <span>About Organization Management</span>

<span>**Organization Management** application enables a </span><span>user</span><span> with an interface to manage organization</span><span> </span><span>configurations</span><span> (i.e., organization information, security settings, white labeling</span><span>)</span><span>,</span><span> as well as manage</span><span> </span><span>users and </span><span>monitor </span><span>subscriptions</span><span> within the organization.</span><span> </span>

<span>The **Organization Management** </span>application is available under the [https://admin.apptimized.com](https://admin.apptimized.com).

<span>Before starting the organization's configurations</span><span> management</span><span>, sign</span><span>ing</span><span> in the</span><span>**[ ](https://docs.apptimized.com/books/apptimized-passport/page/single-sign-on)[SSO application](https://docs.apptimized.com/books/apptimized-admincenter-user-manual/page/single-sign-on)** </span><span>is requir</span><span>ed</span><span>.</span><span> </span>

<span>A</span><span> </span><span>user</span><span> can be granted the following roles</span><span>:</span><span> </span>

<table id="bkmrk-role%C2%A0-scope-of-permi" style="border-collapse:collapse;width:100%;height:87px;"><tbody><tr style="height:29px;"><td style="width:33.3333%;height:29px;">**Role** </td><td style="width:33.3333%;height:29px;">**Scope of permissions** </td></tr><tr style="height:29px;"><td style="width:33.3333%;height:29px;">Billing administrator </td><td style="width:33.3333%;height:29px;">Organization configurations management </td></tr><tr style="height:29px;"><td style="width:33.3333%;height:29px;">User administrator </td><td style="width:33.3333%;height:29px;">User’s accounts management   
Subscriptions monitoring </td></tr></tbody></table>

<p class="callout info">**<span>Note.</span>**<span> A </span><span>user</span><span> can be granted</span> <span>the **Billing administrator**</span><span> and </span>**User administrator**<span> roles simultaneously.</span><span> </span></p>

<span>The screenshot below shows the starting page for a </span><span>user</span><span> with </span><span>the </span>**Billing administrator** <span>and </span>**User administrator**<span> </span><span>role</span><span>s</span><span> </span><span>simultaneously</span><span>:</span><span> </span>

[![ten_01.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/iIsgrVRfQIQkyxNV-ten_01.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/iIsgrVRfQIQkyxNV-ten_01.png)

#### <span>Users tab</span>

<span>This tab enables a user</span><span>:</span><span> </span>

- <span>To add new users</span><span>.</span><span> </span>
- <span>To delete users</span><span>.</span><span> </span>
- <span>To edit user’s information.</span><span> </span>
- <span>To </span><span>monitor</span><span> subscriptions.</span><span> </span>

##### <span>General overview</span>

**<span>Users tab</span>**<span> interface:</span><span> </span>

[![ten_02_3.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/xHonXMRI2ZbGmm7x-ten_02_3.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/xHonXMRI2ZbGmm7x-ten_02_3.png)

<span>Users data is grouped into the following categories:</span><span> </span>

- <span>First name</span><span> </span><span> </span>
- <span>Last name</span><span> </span><span> </span>
- <span>Email</span><span> </span>
- <span>Enabled</span><span> </span>
- <span>Email confirmed</span><span> </span>
- <span>Two Factor enabled</span><span> </span>
- <span>Organization n</span><span>ame</span><span> </span>
- <span>Actions</span><span> </span>

<span>The </span><span>user’s data</span><span> is performed in 2 blocks:</span><span> </span>

- <span>Information block – this block contains detailed information about </span><span>users;</span><span> </span>
- <span>Action block – this block provides options to manage users.</span><span> </span>

[![ten_03_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/pPxrgauVnl9HO6K4-ten_03_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/pPxrgauVnl9HO6K4-ten_03_2.png)

<table id="bkmrk-column-name%C2%A0-details" style="height:153px;width:100%;border-collapse:collapse;"><tbody><tr style="height:100%;"><td style="width:171px;height:29px;">**Column name** </td><td style="width:638px;height:29px;">**Details** </td></tr><tr style="height:100%;"><td style="width:171px;height:29px;">First name </td><td style="width:638px;height:29px;">User’s first name (e.g., **Jane**) </td></tr><tr style="height:100%;"><td style="width:171px;height:10px;">Last name </td><td style="width:638px;height:10px;">User’s family name (e.g., **Doe**) </td></tr><tr style="height:100%;"><td style="width:171px;height:36px;">Enabled </td><td style="height:36px;width:638px;">This option indicates the state of the user’s account.

**True** and **False** options available.

**True** – user’s account is enabled.

**False** – user’s account is disabled.

</td></tr><tr style="height:100%;"><td style="width:171px;height:10px;"><span>Email confirmed</span><span> </span></td><td style="height:10px;width:638px;">This option indicates whether a user’s email has been confirmed.

**True** and **False** options available.

**True** – the user’s email is confirmed.

**No** – the user’s email isn’t confirmed.

</td></tr><tr style="height:100%;"><td style="width:171px;height:10px;"><span>Two</span><span>-f</span><span>actor enabled</span><span> </span></td><td style="height:10px;width:638px;">This option indicates whether a two-factor authentication has been enabled to a user’s account.

**True** and **False** options available.

**True** – two-factor authentication is enabled.

**False** – two-factor authentication is disabled.

</td></tr><tr style="height:100%;"><td style="width:171px;height:29px;"><span>Organization n</span><span>ame</span><span> </span></td><td style="width:638px;height:29px;">This option indicates the organization to which a user’s account is assigned to (e.g., **Test Organization**) </td></tr></tbody></table>

<span>The columns in the portfolio table can be swapped and grouped in any order. A user can drag and drop a column header to a suitable place.</span><span> </span>

[![ten_04_3.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/YW5wkzvA0tZ8g8R5-ten_04_3.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/YW5wkzvA0tZ8g8R5-ten_04_3.png)

<span>To sort data in columns </span>**<span>First n</span><span>ame</span>**<span>, </span>**<span>Last </span><span>name</span>**<span>, </span>**<span>Email</span>**<span>, </span>**<span>Enabled</span>**<span>, </span>**<span>Email confirmed</span>**<span>, </span>**<span>Two Factor enabled</span>**<span>, and </span>**<span>Organization name</span>**<span> select ascending or descending mode</span><span>:</span><span> </span>

- <span>Click on the column heading &gt; Sort Ascending </span><span> </span>

<span>[![ten_05_1_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/a8QNOhjpPREvPVfJ-ten_05_1_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/a8QNOhjpPREvPVfJ-ten_05_1_new.png)</span>

- <span class="TextRun SCXW82100594 BCX0" lang="en-us"><span class="NormalTextRun SCXW82100594 BCX0">Click on the column heading &gt; Sort Descending.</span></span><span class="EOP SCXW82100594 BCX0"> </span>

[![ten_05_2_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/aUtOsBSnRRdGQ64N-ten_05_2_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/aUtOsBSnRRdGQ64N-ten_05_2_new.png)

<span>To </span><span>filter</span><span> data in columns </span>**<span>First n</span><span>ame</span>**<span>, </span>**<span>Last </span><span>name</span>**<span>, </span>**<span>Email</span>**<span>, </span>**<span>Enabled</span>**<span>, </span>**<span>Email confirmed</span>**<span>, </span>**<span>Two Factor enabled</span>**<span>, and </span>**<span>Organization name</span>**<span> </span><span>use </span>**<span>Menu option</span>**<span> on the column heading </span><span>&gt;</span><span> Select a filter rule in drop-down list </span><span>&gt;</span><span> </span>**<span>Contains</span><span> / Not contains / Equal / Not equal / Starts with / Ends with </span>**<span>&gt;</span><span> Enter the value into the </span>**<span>Filter</span>**<span> field. </span><span> </span>

[![ten_06_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/ECrP6rYuyYMdIjy9-ten_06_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/ECrP6rYuyYMdIjy9-ten_06_2.png)

<span>Enabling m</span><span>ulti-rule filtering is available</span><span> within the column</span><span>.</span><span> A</span><span> user can add </span><span>two</span><span> filtering rules at the same time</span><span>.</span><span> </span>

[![ten_07_1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/72bmgrrvs83vnCZQ-ten_07_1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/72bmgrrvs83vnCZQ-ten_07_1.png)

The option to download Users section information in CSV is available under **Download csv** button.

[![ten_05_3_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/7wQ2PJCOyMaKWCLJ-ten_05_3_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/7wQ2PJCOyMaKWCLJ-ten_05_3_new.png)

##### Add a user 

<span>The option to add a new user is available under the **Add user** button:</span>

[![ten_08.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/rGgpBXaixGnftl9w-ten_08.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/rGgpBXaixGnftl9w-ten_08.png)

<span>Apptimized shows the following screen when successful:</span><span> </span>

[![ten_09_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/1EJmMlXkDvvHwiba-ten_09_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/1EJmMlXkDvvHwiba-ten_09_1.PNG)

<table id="bkmrk-field%C2%A0name%C2%A0-details%C2%A0" style="height:391px;width:100%;font-weight:400;border-style:solid;"><tbody><tr style="height:35px;"><td style="width:17.5309%;height:35px;">**<span>Field</span><span> name</span>**<span> </span>

</td><td style="width:65.5555%;height:35px;">**<span>Details</span>**<span> </span>

</td><td style="width:16.7901%;height:35px;">**<span>Default value</span>**<span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:57px;"><span>Email</span><span> </span>

</td><td style="width:65.5555%;height:57px;"><span>User’s email (e.g., </span>**<span>jdoe@apptimized.com</span>**<span>)</span><span>.</span><span> </span>

<span>This field is required.</span><span> </span>

</td><td style="width:16.7901%;height:57px;"><span>n/a</span><span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:35px;"><span>First name</span><span> </span>

</td><td style="width:65.5555%;height:35px;"><span>User’s first name (e.g., </span>**<span>Jane</span>**<span>)</span><span> </span>

</td><td style="width:16.7901%;height:35px;"><span>n/a</span><span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:35px;"><span>Last name</span><span> </span>

</td><td style="width:65.5555%;height:35px;"><span>User’s family name (e.g., </span>**<span>Doe</span>**<span>)</span><span> </span>

</td><td style="width:16.7901%;height:35px;"><span>n/a</span><span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:97px;"><span>Organization</span><span> </span>

</td><td style="width:65.5555%;height:97px;"><span>This </span><span>field</span><span> indicates the organization to which a user’s account is assign</span><span>ing </span><span>to.</span><span> </span>

<span>This field is required.</span><span> </span>

<span>The option to </span><span>assign organization to user’s account is available under the </span>**<span>Organization</span>**<span> field &gt; Select organization name from drop-down list.</span><span> </span>

</td><td style="width:16.7901%;height:97px;"><span>n/a</span><span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:57px;"><span>Timezone</span>

</td><td style="width:65.5555%;height:57px;"><span>This field the time zone the user's account will be associated with.</span>

<span>This field is required. </span>

</td><td style="width:16.7901%;height:57px;"><span>n/a</span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:35px;"><span>Occupation</span><span> </span>

</td><td style="width:65.5555%;height:35px;"><span>User’s occupation in the organization </span><span>(e.g., </span>**<span>CTO</span>**<span>)</span><span> </span>

</td><td style="width:16.7901%;height:35px;"><span> n/a</span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:10px;"><span>Department</span><span> </span>

</td><td style="width:65.5555%;height:10px;"><span>A name of the department a user is affiliated in the organization (</span><span>e.g., </span>**<span>Infrastructure</span>**<span>)</span><span> </span>

</td><td style="width:16.7901%;height:10px;"><span> n/a</span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:10px;"><span>Enabled</span><span> </span>

</td><td style="width:65.5555%;height:10px;"><span>This option indicates the state of user’s account. </span><span>The following options available: </span><span> </span>

<span>![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG) - An account is e</span><span>nabled</span><span> </span><span> </span>

<span>![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png) - An account is dis</span><span>abled</span><span> </span>

</td><td style="width:16.7901%;height:10px;">**<span>Enabled</span>**<span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:10px;"><span>Email confirmed</span><span> </span>

</td><td style="width:65.5555%;height:10px;">This option indicates whether a user’s email needs to be confirmed.

The confirmation occurs via link sent in Account creation confirmation email.

[![ten_12.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/034FheEETmaje6hN-ten_12.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/034FheEETmaje6hN-ten_12.png)

The following options available:

![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG) - A confirmation email is enabled

[![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png) ](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)- A confirmation email is disabled

</td><td style="width:16.7901%;height:10px;">**<span>Enabled</span>**<span> </span>

</td></tr><tr style="height:100%;"><td style="width:17.5309%;height:10px;"><span>Two-factor enabled</span><span> </span>

</td><td style="width:65.5555%;height:10px;"><span>This option indicates whether a two-factor authentication has been enabled to a user’s account.</span><span> </span><span>The following options available:</span>

![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG) - <span>A two-factor authentication is enabled</span><span> </span>

[![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png) ](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)- <span>A two-factor authentication is disabled</span><span> </span>

</td><td style="width:16.7901%;height:10px;">**<span>Disabled</span>**<span> </span>

</td></tr></tbody></table>

<span>A user account s</span><span>ettings are persisted on click </span>**<span>Save</span>**<span> button.</span><span> </span>

<span>Apptimized shows the following screen when successful:</span><span> </span>

[![ten_11.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/Fjlj1Oda5Rb8PzZm-ten_11.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/Fjlj1Oda5Rb8PzZm-ten_11.png)

##### Edit user’s information

The option to edit user’s information is available under the **Actions** column &gt; [![pen.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/ZoFINUYq4zjTWdnf-pen.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/ZoFINUYq4zjTWdnf-pen.PNG) symbol.

[![ten_04_3_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/yZpLVPeMkQuu1RIS-ten_04_3_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/yZpLVPeMkQuu1RIS-ten_04_3_new.png)

<span class="TextRun SCXW215847988 BCX0" lang="en-us"><span class="NormalTextRun SCXW215847988 BCX0">Apptimized shows the following screen when successful:</span></span><span class="EOP SCXW215847988 BCX0"> </span>

<span class="EOP SCXW215847988 BCX0">[![ten_10_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/O5xuwvPxnRIjEwWm-ten_10_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/O5xuwvPxnRIjEwWm-ten_10_2.png)</span>

A user account changes are persisted on click **Save** button.

##### Manage subscriptions

The option to manage subscriptions is available under the **Users** tab &gt; Select a user &gt; **Actions** column &gt; [![pen.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/ZoFINUYq4zjTWdnf-pen.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/ZoFINUYq4zjTWdnf-pen.PNG) symbol &gt; **Subscriptions** tab &gt; **Add user to subscription(s)** &gt; Select SKU from the list &gt; **Save** button:

[![ten_26_2_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/p8GXLk9i0TZFkcYw-ten_26_2_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/p8GXLk9i0TZFkcYw-ten_26_2_new.png)

<p class="callout info">**Note.** The **Comment** section provides a user with additional information about the subscription.   
This section corresponds to the optional field **Comment** in the SKU creation form (available only for Apptimized support team and delivery managers).</p>

[![ten_27_2_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/rI511DcwI65Z9HAo-ten_27_2_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/rI511DcwI65Z9HAo-ten_27_2_new.png)

The option to delete subscriptions is available under the **Users** tab &gt; Select a user &gt; **Actions** column &gt; [![pen.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/ZoFINUYq4zjTWdnf-pen.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/ZoFINUYq4zjTWdnf-pen.PNG) symbol &gt; **Subscriptions** tab &gt; **Actions** column &gt; [![stop.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/xX600cpEQeQBwYbZ-stop.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/xX600cpEQeQBwYbZ-stop.PNG)symbol:

[![ten_28_2_new.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/23qnYARsSypN3MZS-ten_28_2_new.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/23qnYARsSypN3MZS-ten_28_2_new.png)

Apptimized shows the following notification when successful:

[![ten_29.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/Eko9Mv24EBszow5H-ten_29.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/Eko9Mv24EBszow5H-ten_29.PNG)

##### Delete user

The option to edit user’s information is available under the **Actions** column &gt; [![stop.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/xX600cpEQeQBwYbZ-stop.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/xX600cpEQeQBwYbZ-stop.PNG)symbol &gt; Confirmation modal window &gt; **Confirm** button.

[![ten_15.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/S0UUi4cVFNZJbVod-ten_15.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/S0UUi4cVFNZJbVod-ten_15.PNG)

Apptimized shows the following notification when successful:

[![ten_1_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/gqtd14GRQvzWv28l-ten_1_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/gqtd14GRQvzWv28l-ten_1_1.PNG)

#### My organization tab

<span>This tab enables a user:</span><span> </span>

- <span>To </span><span>set the state of the organization in the system (i.e., enable or disable).</span><span> </span>
- <span>To </span><span>configure </span><span>white</span><span> </span><span>labelling</span><span> </span><span>components</span><span>.</span><span> </span>
- <span>To edit the organization’s information.</span><span> </span>
- <span>To set up security settings.</span><span> </span>
- <span>To manage subscriptions.</span><span> </span>

<span>The following screen shows the </span>**<span>Organization</span><span>s</span><span> </span><span>tab</span>**<span> interface:</span><span> </span>

[![ten_16_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/vi7nDvvFv4JOS0EI-ten_16_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/vi7nDvvFv4JOS0EI-ten_16_2.png)

<span>Organizations</span>**<span> </span>**<span>data is grouped into the following tabs:</span><span> </span>

- <span>General</span><span> </span>
- <span>White</span><span>labeling</span><span> </span>
- <span>Address</span><span> information</span><span> </span>
- <span>Security settings</span><span> </span>
- <span>Subscriptions</span><span> </span>

##### General tab 

This tab enables a user:

- To edit organization information (i.e., organization name)

[![ten_18_2-(1).png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/T4LZrfGgeOgAWdDN-ten_18_2-(1).png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/T4LZrfGgeOgAWdDN-ten_18_2-(1).png)

- To set the state of the organization in the system (i.e., enable or disable)

[![ten_19_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/Q9KSq2EfAZdpPpfy-ten_19_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/Q9KSq2EfAZdpPpfy-ten_19_2.png)

An organization’s general settings changes are persisted on click **Save** button.

##### White labeling

Apptimized shows the following screen when successful:

[![Whitelabeling.png](https://docs.apptimized.com/uploads/images/gallery/2026-06/scaled-1680-/whitelabeling.png)](https://docs.apptimized.com/uploads/images/gallery/2026-06/whitelabeling.png)

To configure the SSO White labelling functionality, the customer needs to create [CNAME](https://en.wikipedia.org/wiki/CNAME_record) records under the Domain Name System for the following address: **auth.api.apptimized.technology** and transfer the record to the delivery manager or to Apptimized team directly. For the white label configuration, the [**Let's Encrypt** ](https://letsencrypt.org/)SSL certificate is used by default.

<table id="bkmrk-component-descriptio" style="height:159px;"><tbody><tr style="height:35px;"><td style="height:35px;width:98px;">Component

</td><td style="height:35px;width:503px;">Description

</td></tr><tr style="height:124px;"><td style="height:124px;width:98px;">CNAME

</td><td style="height:124px;width:503px;">Record created with customer's DNS provider using the following configuration:  
  
CNAME %subdomain%.%customerdomain%.%TLD% = **auth.api.apptimized.technology**

</td></tr></tbody></table>

This tab enables a user to configure white labeling components:

<table id="bkmrk-setting-setting-1.-d" style="border-collapse:collapse;width:100%;height:1895.87px;"><tbody><tr style="height:29.8785px;"><td style="width:22.0238%;height:29.8785px;">**Setting**</td><td style="width:77.9762%;height:29.8785px;">**Details**</td></tr><tr style="height:294.948px;"><td style="width:22.0238%;height:294.948px;">1. Domain</td><td style="width:77.9762%;height:294.948px;">This field indicates the domain name where a user will be redirected for authentication:

- the domain name may be a string that is formed according to the rules of the [Domain Name System](https://en.wikipedia.org/wiki/Domain_Name_System) (e.g., **example.com**).
- the domain may be an [IP address](https://en.wikipedia.org/wiki/IP_address) (e.g., **192.168.1.1**)

Two fields available:

- SSO Passport domain (enables a user to whitelabel the auth.apptimized.com)  
      
    Example: *apptsso.customerdomain.com pointing to auth.api.apptimized.technology*
- SSO Admin domain (enables a user to whitelabel the admin.apptimized.com)  
      
    Example: *admin.customerdomain.com pointing to auth.api.apptimized.technology*

Data type: **String / Numeric**

</td></tr><tr style="height:100.99px;"><td style="width:22.0238%;height:100.99px;">2. SMTP Settings</td><td style="width:77.9762%;height:100.99px;">SMTP (Simple Mail Transfer Protocol) settings indicate the set of configurations of the communication protocol for email transmission.

This feature enables an organization to email out using the organization’s email (instead of **apptimized.com**).

</td></tr><tr style="height:46.6667px;"><td style="width:22.0238%;height:46.6667px;">2.1. Server</td><td style="width:77.9762%;height:46.6667px;">This field indicates the URL of the SMTP server (e.g., **smtp.example.com**).

Data type: **String / Numeric**

</td></tr><tr style="height:46.6667px;"><td style="width:22.0238%;height:46.6667px;">2.2. Port</td><td style="width:77.9762%;height:46.6667px;">This field indicates the port number which is used for transport protocol (e.g., **25**)

Data type: **Numeric** (no longer than **six** digits).

</td></tr><tr style="height:63.4549px;"><td style="width:22.0238%;height:63.4549px;">2.3. User</td><td style="width:77.9762%;height:63.4549px;">This field indicates the full email address which will be used for white labeled email exchange and delivery (e.g., **name@example.com**)

Data type: **String / Numeric**

</td></tr><tr style="height:46.6667px;"><td style="width:22.0238%;height:46.6667px;">2.4. Password</td><td style="width:77.9762%;height:46.6667px;">This field indicates the valid password to the email assigned in the **User** field.

Data type: **String / Numeric**

</td></tr><tr><td style="width:22.0238%;">3. Email notification settings</td><td style="width:77.9762%;">This block enables a user to edit email notification templates used for whitelabeled email communication. The option to edit email notification templates is available under the **Email notification settings** block &gt; **Edit email templates** button. Apptimized shows the **Edit email notification templates** modal window.

[![Edit email notification templates.png](https://docs.apptimized.com/uploads/images/gallery/2026-06/scaled-1680-/edit-email-notification-templates.png)](https://docs.apptimized.com/uploads/images/gallery/2026-06/edit-email-notification-templates.png)

The **Email notification type** field enables a user to select the required notification template. After the notification type is selected, Apptimized shows the template configuration fields.

[![Edit email notification.png](https://docs.apptimized.com/uploads/images/gallery/2026-06/scaled-1680-/edit-email-notification.png)](https://docs.apptimized.com/uploads/images/gallery/2026-06/edit-email-notification.png)

</td></tr><tr style="height:627.604px;"><td style="width:22.0238%;height:627.604px;">4. Icon</td><td style="width:77.9762%;height:627.604px;">This field enables a user to upload an image that will be implemented as a favicon icon in Apptimized Portal.

The file upload must be less than **100 kb** and **ICO** only.

[![ten_21_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/kUDf5tMeTX8yPxHF-ten_21_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/kUDf5tMeTX8yPxHF-ten_21_2.png)

</td></tr><tr style="height:638.993px;"><td style="width:22.0238%;height:638.993px;">5. Logo</td><td style="width:77.9762%;height:638.993px;">This field enables a user to upload an image that will be implemented as organization’s logo in Apptimized Portal.

The file upload must be less than **2 mb** and **PNG / JPEG** only

[![ten_22_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/uvbzSUfA7OOdGqYV-ten_22_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/uvbzSUfA7OOdGqYV-ten_22_2.png)

</td></tr></tbody></table>

<p class="callout info">**Note.** The option to delete uploaded file is available under:  
  
[![ten_logo.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/rLtjFKhP8SJdB17F-ten_logo.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/rLtjFKhP8SJdB17F-ten_logo.png)</p>

White labeling settings are persisted on click **Save** button.

##### Address information

This tab enables a user to edit the organization's address.

Apptimized shows the following screen when successful:

[![ten_23_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/qj6yCDZHXq7VnEZx-ten_23_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/qj6yCDZHXq7VnEZx-ten_23_2.png)

Address changes are persisted on click **Save** button.

##### Security settings

Apptimized shows the following screen when successful:

[![ten_24_2.png](https://docs.apptimized.com/uploads/images/gallery/2021-07/scaled-1680-/WYFQHcQCwWRNytox-ten_24_2.png)](https://docs.apptimized.com/uploads/images/gallery/2021-07/WYFQHcQCwWRNytox-ten_24_2.png)

This tab enables a user to configure security components which apply to all organization’s users:

<table id="bkmrk-setting-details-defa" style="border-collapse:collapse;width:100%;height:661px;"><tbody><tr style="height:100%;"><td style="width:26.9135%;height:29px;">**Setting**</td><td style="width:53.2099%;height:29px;">**Details**</td><td style="width:19.8765%;height:29px;">**Default value** </td></tr><tr style="height:100%;"><td style="height:78px;">Session expiration (in minutes)</td><td style="height:78px;">A session is automatically expired after the number of minutes has run out in this setting.

In case of this field’s value is 0 the session doesn’t expire.

</td><td style="width:19.8765%;height:78px;">0</td></tr><tr style="height:100%;"><td style="height:78px;">Wrong login retries</td><td style="height:78px;">This option determines the maximum amount of failed login attempts.

Apptimized blocks an account when a user is out of attempts.

</td><td style="width:19.8765%;height:78px;">10</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:29px;">Invite link lifetime (in hours)</td><td style="height:29px;">An invitation link is automatically expired after the number of hours has run out in this setting.</td><td style="width:19.8765%;height:29px;">0</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:29px;">Use Two-factor authentication</td><td style="width:53.2099%;height:29px;">This option sets up the two-factor authentication for all users within the organization.

**On** ([![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/kKOFZhcbQXALHqDA-ten_10_1.PNG)) and **Off** ([![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)) options available.

</td><td style="width:19.8765%;height:29px;">Off</td></tr><tr style="height:100%;"><td colspan="3" style="width:26.9135%;height:29px;">Password security</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:29px;">Required length</td><td style="width:53.2099%;height:29px;">This option determines the minimum password length</td><td style="width:19.8765%;height:29px;">6</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:29px;">Required unique chars</td><td style="width:53.2099%;height:29px;">This option determines the required amount of unique characters in a password</td><td style="width:19.8765%;height:29px;">3</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:29px;">Password expiration (in days)</td><td style="width:53.2099%;height:29px;">A password is automatically expired after the number of days has run out in this setting.

In case of this field’s value is 0 the password is permanent.

</td><td style="width:19.8765%;height:29px;">0</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:29px;">Require digits</td><td style="width:53.2099%;height:29px;">This option determines that the use of digits in a password is required (i.e., **0123456789**).

**On** ([![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/kKOFZhcbQXALHqDA-ten_10_1.PNG)) and **Off** ([![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)) options available.

</td><td style="width:19.8765%;height:29px;">On</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:91px;">Require lowercase</td><td style="width:53.2099%;height:91px;">This option determines that the use of lowercase in a password is required (i.e., **abcdefg**)

**On** ([![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/kKOFZhcbQXALHqDA-ten_10_1.PNG)) and **Off** ([![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)) options available.

</td><td style="width:19.8765%;height:91px;">On</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:91px;">Require uppercase</td><td style="width:53.2099%;height:91px;">This option determines that the use of uppercase in a password is required (i.e., ABCDEFG)

**On** ([![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/kKOFZhcbQXALHqDA-ten_10_1.PNG)) and **Off** ([![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)) options available.

</td><td style="width:19.8765%;height:91px;">On</td></tr><tr style="height:100%;"><td style="width:26.9135%;height:91px;">Require special symbol</td><td style="width:53.2099%;height:91px;">This option determines that the use of special symbols in a password is required (i.e., **!#$%&amp;'\*+-/=?^\_`{|}~**).

**On** ([![ten_10_1.PNG](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/kKOFZhcbQXALHqDA-ten_10_1.PNG)](https://docs.apptimized.com/uploads/images/gallery/2020-11/kKOFZhcbQXALHqDA-ten_10_1.PNG)) and **Off** ([![ten_10_2-1.png](https://docs.apptimized.com/uploads/images/gallery/2020-11/scaled-1680-/UxF74k6Vsw454iRh-ten_10_2-1.png)](https://docs.apptimized.com/uploads/images/gallery/2020-11/UxF74k6Vsw454iRh-ten_10_2-1.png)) options available.

</td><td style="width:19.8765%;height:91px;">On</td></tr></tbody></table>

<span class="TextRun SCXW152071571 BCX0" lang="en-us"><span class="NormalTextRun SCXW152071571 BCX0">Security</span></span><span class="TextRun SCXW152071571 BCX0" lang="en-us"><span class="NormalTextRun SCXW152071571 BCX0"> settings are persisted on click </span></span>**<span class="TextRun SCXW152071571 BCX0" lang="en-us"><span class="NormalTextRun SCXW152071571 BCX0">Save</span></span>**<span class="TextRun SCXW152071571 BCX0" lang="en-us"><span class="NormalTextRun SCXW152071571 BCX0"> button.</span></span><span class="EOP SCXW152071571 BCX0"> </span>

##### Subscriptions

Apptimized shows the following screen when successful:

[![ten_25_3.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/Hua67RpbInQeBUUa-ten_25_3.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/Hua67RpbInQeBUUa-ten_25_3.png)

This tab enables a user to monitor the list of subscriptions within the organization.

Subscriptions data is grouped into the following categories:

- SKU Id
- Product
- Comment
- Active
- Seats
- Users

<table id="bkmrk-column-name-details-" style="border-collapse:collapse;width:100%;height:174px;"><tbody><tr style="height:100%;"><td style="width:17.037%;height:29px;">**Column name** </td><td style="width:82.963%;height:29px;">**Details** </td></tr><tr style="height:100%;"><td style="width:17.037%;height:29px;">SKU ID</td><td style="width:82.963%;height:29px;">A unique identifier of a subscription generated for Apptimized products. (i.e., **16**).

SKU ID provides subscription identification.

</td></tr><tr style="height:100%;"><td style="width:17.037%;height:29px;">Product</td><td style="width:82.963%;height:29px;">This component indicates an Apptimized product that will be available to a user within this subscription.</td></tr><tr><td style="width:17.037%;">Comment</td><td style="width:82.963%;">The component provides a user with additional information about the subscription.   
This section corresponds to the optional field **Comment** in the SKU creation form (available only for Apptimized support team and delivery managers).</td></tr><tr style="height:100%;"><td style="width:17.037%;height:29px;">Active</td><td style="width:82.963%;height:29px;">This component indicates the state of the subscription.

**True** and **False** options available.

**True** – subscription is enabled.

**False** – subscription is disabled.

</td></tr><tr style="height:100%;"><td style="width:17.037%;height:29px;"><span class="TextRun SCXW261033077 BCX0" lang="en-us"><span class="NormalTextRun SCXW261033077 BCX0">Seats</span></span></td><td style="width:82.963%;height:29px;">This component indicates the maximum number of users that can be assigned to this subscription.</td></tr><tr style="height:100%;"><td style="width:17.037%;height:29px;"><span class="TextRun SCXW167268471 BCX0" lang="en-us"><span class="NormalTextRun SCXW167268471 BCX0">Users</span></span></td><td style="width:82.963%;height:29px;">This component provides the list of users who are currently assigned to this subscription</td></tr></tbody></table>

The option to download Subscriptions information in a CSV format is available under **Download csv** button.

[![ten_26_3.png](https://docs.apptimized.com/uploads/images/gallery/2021-08/scaled-1680-/8rggjKqGugUgV7pd-ten_26_3.png)](https://docs.apptimized.com/uploads/images/gallery/2021-08/8rggjKqGugUgV7pd-ten_26_3.png)