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, signing in the SSO application is required. 
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 roles 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 name 
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-factor 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 name 
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 name, 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 name, 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 multi-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 assigning 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 enabled  
 - An account is disabled 
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 settings 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 Organizations tab interface: 
Organizations data is grouped into the following tabs: 
General 
Whitelabeling 
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. Email notification settings
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 > Edit email templates button. Apptimized shows the Edit email notification templates modal window.
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.
 
4. 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.
5. 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.