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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: 

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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: 

ten_02_3.png

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. 

 

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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. 

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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  

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  • Click on the column heading > Sort Descending. 

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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.  

 

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Enabling multi-rule filtering is available within the column. A user can add two filtering rules at the same time. 

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

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Add a user 

The option to add a new user is available under the Add user button:

ten_08.png

Apptimized shows the following screen when successful: 

ten_09_1.PNG

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:  

ten_10_1.PNG - An account is enabled  

ten_10_2-1.png - 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. 

ten_12.png

The following options available:  

ten_10_1.PNG - A confirmation email is enabled  

ten_10_2-1.png - 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:

ten_10_1.PNG - A two-factor authentication is enabled 

ten_10_2-1.png - A two-factor authentication is disabled 

Disabled 

A user account settings are persisted on click Save button. 

Apptimized shows the following screen when successful: 

ten_11.png

Edit user’s information

The option to edit user’s information is available under the Actions column > pen.PNG symbol.

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Apptimized shows the following screen when successful: 

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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 > pen.PNG symbol > Subscriptions tab > Add user to subscription(s) > Select SKU from the list > Save button:

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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).

ten_27_2_new.png

The option to delete subscriptions is available under the Users tab > Select a user > Actions column > pen.PNG symbol > Subscriptions tab > Actions column > stop.PNGsymbol:

ten_28_2_new.png

Apptimized shows the following notification when successful:

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Delete user

The option to edit user’s information is available under the Actions column > stop.PNGsymbol > Confirmation modal window > Confirm button.

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Apptimized shows the following notification when successful:

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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: 

ten_16_2.png

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)

ten_18_2-(1).png

 

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

 

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

White labeling

Apptimized shows the following screen when successful:

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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)
  • SSO Admin domain (enables a user to whitelabel the admin.apptimized.com)

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.

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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

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Note. The option to delete uploaded file is available under:

ten_logo.png

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

Address changes are persisted on click Save button.

Security settings

Apptimized shows the following screen when successful:

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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 (ten_10_1.PNG) and Off (ten_10_2-1.png) 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 (ten_10_1.PNG) and Off (ten_10_2-1.png) options available.

 On
Require lowercase

This option determines that the use of lowercase in a password is required (i.e., abcdefg)

On (ten_10_1.PNG) and Off (ten_10_2-1.png) options available.

 On
Require uppercase

This option determines that the use of uppercase in a password is required (i.e., ABCDEFG)

On (ten_10_1.PNG) and Off (ten_10_2-1.png) options available.

 On
Require special symbol

This option determines that the use of special symbols in a password is required (i.e., !#$%&'*+-/=?^_`{|}~).

On (ten_10_1.PNG) and Off (ten_10_2-1.png) options available.

 On

Security settings are persisted on click Save button. 

Subscriptions

Apptimized shows the following screen when successful:

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
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.

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