Apptimized AdminCenter Admin Manual Prerequisites and firewall rules The following prerequisites apply for Apptimized AdminCenter :   1. Browsers:    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  2. Enabled Java-script in  browser 3. Firewall white list:   Component Description  https://auth.apptimized.com/ Address for single sign-on  https://admin.apptimized.com/ Address for manage organization configurations https://docs.apptimized.com/   Address  for  Apptimized   user documentation   *.chatlio.com   Address  for access to support chat  widget     Organization Management About Organization Management Organization Management application enables a user  with an interface to manage organization   configurations (i.e., organization information, security settings, white labeling ) , as well as manage   users and  monitor  subscriptions  within the organization.   The Organization Management application is available under the https://admin.apptimized.com .  Before starting the organization's configurations management , sign ing in the   SSO application   is requir ed .   A   user can be granted the following roles :   Role  Scope of permissions  Billing administrator  Organization configurations management  User administrator  User’s accounts management  Subscriptions monitoring  Note.  A  user  can be granted the Billing administrator  and  User administrator  roles simultaneously.   The screenshot below shows the starting page for a  user  with  the  Billing administrator  and  User administrator   role s   simultaneously :   Users tab This tab enables a user :   To add new users .   To delete users .   To edit user’s information.   To  monitor  subscriptions.   General overview Users tab interface:   Users data is grouped into the following categories:   First name     Last name     Email   Enabled   Email confirmed   Two Factor enabled   Organization n ame   Actions   The  user’s data  is performed in 2 blocks:   Information block – this block contains detailed information about  users;   Action block – this block provides options to manage users.     Column name  Details  First name  User’s first name (e.g.,  Jane )  Last name  User’s family name (e.g.,  Doe )  Enabled  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.  Email confirmed   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.  Two -f actor enabled   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.  Organization n ame   This option indicates the organization to which a user’s account is assigned to (e.g.,  Test Organization )  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.   To sort data in columns  First n ame ,  Last  name ,  Email ,  Enabled ,  Email confirmed ,  Two Factor enabled , and  Organization name  select ascending or descending mode :   Click on the column heading > Sort Ascending    Click on the column heading > Sort Descending.   To  filter  data in columns  First n ame ,  Last  name ,  Email ,  Enabled ,  Email confirmed ,  Two Factor enabled , and  Organization name   use  Menu option  on the column heading  >  Select a filter rule in drop-down list  >   Contains  / Not contains / Equal / Not equal / Starts with / Ends with  >  Enter the value into the  Filter  field.      Enabling m ulti-rule filtering is available  within the column .  A  user can add  two filtering rules at the same time .   The option to download Users section information in CSV is available under  Download csv  button. Add a user  The option to add a new user is available under the Add user button: Apptimized shows the following screen when successful:   Field  name   Details   Default value   Email   User’s email (e.g.,  jdoe@apptimized.com ) .   This field is required.   n/a   First name   User’s first name (e.g.,  Jane )   n/a   Last name   User’s family name (e.g.,  Doe )   n/a   Organization   This  field  indicates the organization to which a user’s account is assign ing  to.   This field is required.   The option to  assign organization to user’s account is available under the  Organization  field > Select organization name from drop-down list.   n/a   Timezone This field the time zone the user's account will be associated with. This field is required.  n/a Occupation   User’s occupation in the organization  (e.g.,  CTO )    n/a Department   A name of the department a user is affiliated in the organization ( e.g.,  Infrastructure )    n/a Enabled   This option indicates the state of user’s account.  The following options available:    - An account is e nabled     - An account is dis abled   Enabled   Email confirmed   This option indicates whether a user’s email needs to be confirmed.  The confirmation occurs via link sent in Account creation confirmation email.  The following options available: - A confirmation email is enabled - A confirmation email is disabled Enabled   Two-factor enabled   This option indicates whether a two-factor authentication has been enabled to a user’s account.   The following options available: - A two-factor authentication is enabled   - A two-factor authentication is disabled   Disabled   A user account s ettings are persisted on click Save  button.   Apptimized shows the following screen when successful:   Edit user’s information The option to edit user’s information is available under the Actions column > symbol. Apptimized shows the following screen when successful:   A user account changes are persisted on click Save button. Manage subscriptions The option to manage subscriptions is available under the  Users tab > Select a user > Actions column > symbol > Subscriptions tab > Add user to subscription(s) > Select SKU from the list > Save button: 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). The option to delete subscriptions is available under the  Users tab > Select a user > Actions column > symbol > Subscriptions tab > Actions column > symbol: Apptimized shows the following notification when successful: Delete user The option to edit user’s information is available under the Actions column > symbol > Confirmation modal window > Confirm button. Apptimized shows the following notification when successful: My organization tab This tab enables a user:   To  set the state of the organization in the system (i.e., enable or disable).   To  configure  white   labelling   components .   To edit the organization’s information.   To set up security settings.   To manage subscriptions.   The following screen shows the  Organization s   tab interface:   Organizations   data is grouped into the following tabs:   General   White labeling   Address  information   Security settings   Subscriptions   General tab  This tab enables a user: To edit organization information (i.e., organization name)   To set the state of the organization in the system (i.e., enable or disable)   An organization’s general settings changes are persisted on click Save button. White labeling Apptimized shows the following screen when successful: To configure the SSO White labelling functionality, the customer needs to create CNAME 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 SSL certificate is used by default.  Component Description CNAME Record created with customer's DNS provider using the following configuration: CNAME %subdomain%.%customerdomain%.%TLD% = auth.api.apptimized.technology   This tab enables a user to configure white labeling components: Setting Details 1. Domain 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 (e.g., example.com ). the domain may be an 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 2. SMTP Settings 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 ). 2.1. Server This field indicates the URL of the SMTP server (e.g., smtp.example.com ). Data type: String / Numeric 2.2. Port This field indicates the port number which is used for transport protocol (e.g., 25 ) Data type: Numeric (no longer than six digits). 2.3. User 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 2.4. Password This field indicates the valid password to the email assigned in the User field. Data type: String / Numeric 3. Icon 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. 4. Logo 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 Note. The option to delete uploaded file is available under: 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: Address changes are persisted on click Save button. Security settings Apptimized shows the following screen when successful: This tab enables a user to configure security components which apply to all organization’s users: Setting Details Default value Session expiration (in minutes) 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. 0 Wrong login retries This option determines the maximum amount of failed login attempts. Apptimized blocks an account when a user is out of attempts. 10 Invite link lifetime (in hours) An invitation link is automatically expired after the number of hours has run out in this setting. 0 Use Two-factor authentication This option sets up the two-factor authentication for all users within the organization. On ( ) and Off ( ) options available. Off Password security Required length This option determines the minimum password length 6 Required unique chars This option determines the required amount of unique characters in a password 3 Password expiration (in days) 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. 0 Require digits This option determines that the use of digits in a password is required (i.e., 0123456789 ). On ( ) and Off ( ) options available. On Require lowercase This option determines that the use of lowercase in a password is required (i.e., abcdefg ) On ( ) and Off ( ) options available. On Require uppercase This option determines that the use of uppercase in a password is required (i.e., ABCDEFG) On ( ) and Off ( ) options available. On Require special symbol This option determines that the use of special symbols in a password is required (i.e., !#$%&'*+-/=?^_`{|}~ ). On ( ) and Off ( ) options available. On Security settings are persisted on click  Save   button.   Subscriptions Apptimized shows the following screen when successful: 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 Column name Details SKU ID A unique identifier of a subscription generated for Apptimized products. (i.e., 16 ). SKU ID provides subscription identification. Product This component indicates an Apptimized product that will be available to a user within this subscription. Comment 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). Active This component indicates the state of the subscription. True and False options available. True – subscription is enabled. False – subscription is disabled. Seats This component indicates the maximum number of users that can be assigned to this subscription. Users This component provides the list of users who are currently assigned to this subscription The option to download Subscriptions information in a CSV format is available under Download csv  button.