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In the Organization section, you can configure basic settings for the installation

To access the Organization:

  • Open the homepage of the admin panel

  • Click on Organizations (within B3_Organization)

  • Click on your Organization

You will see a list with relevant configurations:

Table of Contents

Creating a new Organization

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  • Go to B3_Organization > Organizations

  • Add Organization (top right)

  • Choose site

  • Slug → ID for the organization (e.g. 3D-Corp)

  • Showname → e.g. 3D-Corp (this is what will be shown on the tab in your browser)

  • Partners enabled → Add a printing service to your organization

    • Option 1: A fulfillment partner can be created here (click on the green plus sign)
      For more details see Adding new Printing Services

    • Option 2: you can add an existing fulfillment partner later 

Configuring your Organization

In the Organization section, you can configure basic settings for the installation

To access the Organization:

  • Open the homepage of the admin panel

  • Click on Organizations (within B3_Organization)

  • Click on your Organization

You will see a list with relevant configurations:

General settings

Field Name

Description

Showname

This is what is shown in the Title of the Browser and in EMails

Partners enabled

Here you add printing services that you want to integrate with your organization.

If you do not have any printing service yet, see https://3yourmind.atlassian.net/l/c/W3Au4azK

Part requirement forms enabled

Select the Part Requirements Form that should be filled out.

To deselect the form assigned to the organization, you need to hit CTRL and click somewhere else in the organization page.

Job documentation forms enabled

Select the Job documentation forms that should be filled out if you run a job on a workstation/printer this will be assigned to.

To deselect the form assigned to the organization, you need to hit CTRL and click somewhere else in the organization page.

Extra script

Custom JS script to be injected in HTML (Google analytics, Chatbots, Other widgets).

See also Embedding external JavaScript into the application

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Field Name

Description

Enable redirect / Redirect target site

Send visitors to another organization instead of using this one. This can be used to redirect Users between (QA / Prod) Servers.

Default unit

This setting will be used to set the unit for new users on the platform. Auto-detected means that the unit will be set based on the user's location.

See also https://3yourmind.atlassian.net/wiki/spaces/PD/pages/212107302/Creating+and+Configuring+your+Organization#Configuring-Default-Unit-for-New-Users

Hide Printing Service Selection

If enabled, then the step to select the printing service in the Basket will be skipped. For single supplier platforms, it makes sense to enable this flag to simplify the flow for end users.

Furthermore, all references to the selected Service are hidden on the User Panel, e.g.

  • column “Service” on the Orders table is hidden

  • Service not shown on the Order detail view

In case this flag is enabled on platforms with multiple services, then a service is selected automatically based on the cheapest price offered for the selected material.

Make Catalog parts not changeable

Enable his flag to ensure that Catalog parts can only ordered as configured in the Catalog. The entire part configuration in the Basket will be disabled.

Disable this flag to allow users in the User Panel to change material, post-processing and part requirements of Catalog parts in the Basket.

Default panel

Choose on which panel users should land after login when both AMPI and ERP are enabled.

If nothing is selected users will land on ERP if both modules are enabled. Otherwise depending on their assigned roles.

Ampi enabled

If you want to use AMPI

Ampi reports enabled

If you want to have AMPI reports enabled

Ampi analytics enabled

If you want to have AMPI analytics enabled

Ampi currency

Decide on the currency of AMPI

Erp enabled

User and Service Panels enabled

Erp analytics enabled

Only on dedicated cloud or on-prem

Enables the “Advanced Analytics” section on the Organization Panel and gives access to the dashboards that are part of the Professional package.

Professional plus analytics enabled

Only on dedicated cloud or on-prem

If “Erp analytics enabled” is already enabled then this option provides access to the Professional+ content of Analytics.

Full access analytics enabled

Only on dedicated cloud or on-prem

If “Professional plus analytics enabled” is already enabled then this option provides access to the Enterprise content of Analytics.

Catalog enabled

Enables the Catalog in the user- as well as the service-panel.

See also https://3yourmind.atlassian.net/l/cp/t52iM1x2

Show only Net-Prices for customers

If you want to only show Net-Prices you can hit a switch here to do so. It will make it required however for your customers to insert company, VAT-ID information into his address.

See also https://3yourmind.atlassian.net/l/cp/cX2JCKXd

Enable users to download optimized 3D files

Give your users the possibility to download optimized 3D files.

Preferred due date visibility

Enabled a customer can set a date when he would like/need the print to be done. Can be set to hidden, required, or optional.

See also https://3yourmind.atlassian.net/l/cp/1E99CdfX

CSV format for exports

Choose the default delimiter for all CSV exports within the platform.

  • Comma (“,”) - default value

  • Semi-colon (“;”)

Disallow 3D File Download for Catalog Parts in the User Panel

Enable this flag to remove all download options of 3d files from Catalog parts in the User Panel.

In particular, this removes the possibility to download files in the 3d viewer and on the request, quote and order detail views.

Note:
Technically, the 3d viewer needs to download the 3d file to render it. For absolute security the 3d viewer needs to be disabled as well for Catalog parts.
Blocking access to the 3d viewer is currently under development.

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