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Authentication:
Optional: Auth plugins enabled (single sign on)
Optional: Is http auth enabled → if it needs to be password protected you can enable it here by inserting the login data. The site is then blocked with a pop-up where the respective login data needs to be entered. NOTE: an API connection is not possible (token auth) anymore when this is enabled.
User roles:
Optional: Key manager: Add a Key Manager of the organization. In the Key Managers section of the admin panel, create a new Key Manager and specify their details and save. Once the Key Manager profile has been created, they can be added to the organization in the Organization section of the admin panel under ‘User Roles’. This Key Manager profile will be displayed inside your organization under the help section so customers can reach out if they run into issues or have questions. Note: You can have as many Key Managers as you want
Optional: Force verify user → New users/customers that create an account on your organization have to be verified first by an organization admin (see users in fulfilment partner) on this page /organization-panel/#/users before they can start using their account
Is extended registration enabled
has to be enabled if "Force verify user" is used. The user's address is required at sign-up.
if enabled there is a second page after entering the name and password during the registration process where the new user has to enter their address, etcIf activated, then users will be prompted to provide their name and an address during the signup process.
Organization panel admins → users here will gain access to analytics as well as user management of this organization.
Send order Emails to organization panel admins → Enabling this will also make those users receive emails that usually go only to service users ie order confirmation, request, and quote notifications. If a user is a service as well as an organization user we advise disabling this option as the user would receive the aforementioned mails twice.
Optional: Catalog admins → users that can add items to the catalog, update them, remove them, change descriptions etc. This obviously only makes sense when you are using the catalog feature.
Optional: Ampi default access group → This role will be assigned to all users that create an account on this organization. Important if you are an AMPI customer. Irrelevant if you are just using ERP and/or MES
Address & User Field Customizations
Here you will find a number of fields that mostly are used in addresses. Sometimes you won’t be needing fields like for example “Department” so you can either hide it, make it optional or even rename it to something else that might not be listed but you would like the user to declare and make it mandatory.
File validation
Optional: file upload: if enabled a customized message pops up when uploading a 3D file.
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