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How to set up a new 3D-printing platform for company xyz
Create Site
Go to SITES > Site https://app.3yourmind.com/en/admin/sites/site/
Add Site (top right)
enter domain name using a dedicated subdomain: → xyz.3yourmind.com (all small letters)
Enter display name → xyz (may be the same as subdomain)
save
Create Organization
Go to B3_Organization > Organizations https://app.3yourmind.com/en/admin/b3_organization/organization/
Add Organization (top right)
Choose site
Slug → ID for organization (xyz)
Showname → xyz
Description (optional → internal text for admin)
Partners enabled → add printing service which you want to link to organization
option1: A fulfillment partner can be created here (click on green plus sign)
option2: you can add an existing fulfillment partner later
Part requirement forms → add the previously created forms here to display them on the platform
Private API key → optional, generated automatically if left blank or generate from https://www.uuidgenerator.net/ This is only used for API v1 and must not be used for API v2.
Extra script → if you want to add third-party scripts, i.e. Google Analytics
Authentication:
Auth plugins enabled (single sign on), we already have this for Schenker, etc. (so they can use their internal credentials to log in)
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:
Key manager: Add Key-Manager of the organization (Create with the plus, press save, then select at the bottom of dropdown list)
Key managers: the display of multiple managers possible (new basket enables it)
Force verify user → New user must be verified by organization admin (see users in fulfillment partner) on this page /organization-panel/#/users
Is extended registration enabled
has to be enabled if "Force verify user" is used. User's address is required at sign up.
if enabled there is a second page after entering name and password during the registration process where the new user has to enter their address, etc.
Organization panel admins → to give access to the organization panel (analytics) to a specific user, enter the user's credentials here (the prefix before the @organization_xyz.com)
Send order Emails to organization panel admins → check if it applies. If the user has already access to a fulfillment partner they then get the order confirmation twice.
Organization inventory admins → add users who are registered on the platform and are allowed to add items to the inventory in the user panel
Company, VAT and Customer Number
can be changed if client does not work with VAT (to be shown in registration process and check-out)
File validation
file upload: if enabled a customized message pops up when uploading a 3D file.
→ How to configure it: *
Top Box: Enter text which should be displayed in the message. The body can be styled with html
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Bottom Box: The input needs to be in JSON, as seen in the example below. At least one needs to be true so be able to click on the confirm button of the pop-up message and proceed with the upload.
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[ {"label": "Text1", "must_be": false}, {"label": "Text2", "must_be": true} ] |
General Settings:
Enable redirect / Redirect target site → if you want to change a site name (subdomain) and want to avoid users visiting the 'old' site you can enable a redirect and then add the 'new' site (which has to be added to Sites in the Admin Panel) in the field on the right hand side. If you call the 'old' URL of the platform in the browser and it automatically redirects to the 'new' URL.
Hide Printing Service Selection → eCommerce: yes/check (only one supplier on site, no basket also no supplier in confirmation email), Marketplace&Enterprise (multiple suppliers): no/uncheck (you can select the printing service too after uploading a file)
Register enabled → check (disable not possible in eCommerce account)
Login enabled → check (disable not possible in eCommerce account)
Filters enabled → check
Digital inventory enabled → check to make the digital inventory visible to everyone in the user panel
Manual request attachment upload enabled → default: checked (/request/ en/disables the file upload on the Request form which might be useful if the client has limited file storage)
Single upload redirects to project detail
Show only Net Prices for customers (no gross prices shown, useful when it is only B2B)
Enable users to download optimized 3D files → check
Allow insecure download (must be ticked for SDK clients, when they use 3D Viewer)
Allowed iframe domain: sign up box on other website
User can see other users orders (Implemented for Renault. If checked, all users can see all other orders made within this Organization in the new User Panel.)
Terms and Conditions
need to be added (legal requirement), client needs to provide a link that links to Data Protection an Privacy page on their website
Save
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