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

Key managers

Support contact that will be displayed in the dashboard in the user panel. Multiple can be defined. Click on a green plus in the Key Managers section (Home › B3_Organization › Key managers) to create a new contact. Once the Key Manager profile is configured, add them to your organization in the User Roles section of your Organization settings.

Existing contacts can be edited in
Home › B3_Organization › Key managers

You can change the order in which Key managers are displayed in the Help section by changing the Sort priority number. Lower number gets shown first.

Force verify user

If you want to be notified about every user registration, and decide if you accept or decline a user, check this box. More information: https://3yourmind.atlassian.net/l/cp/HGeEDAeu

Note: Currently, the extended registration form must be enabled if Force verify user is enabled.

Is extended registration enabled

Has no effect in the new Login & Signup system v1

If activated, then new users will be prompted to provide their name and an address during the signup process.

Note: This must be enabled if Force verify user is enabled.

Organization panel admins

Add users who should have access to the Organization Panel.

Send order Emails to organization panel admins

Check this box if you want to send an e-mail notification upon every order to organization panel admins. Not advised if the user also has access to the service panel.

Catalog admins

Add users who should be able to manage the Digital Inventory.

Ampi default access group

This AMPI role will be assigned to all users that are invited to or sign up to this organization. Can also be left empty if no role should be assigned.

See also https://3yourmind.atlassian.net/l/cp/Jwz0YrhQ

User Panel default access group

This User Panel role will be assigned to all users that are invited to or sign up to this organization. Can also be left empty if no role should be assigned.

See also https://3yourmind.atlassian.net/l/cp/Jwz0YrhQ

Company information visibility

This setting configures, how the company related fields behave on all address inputs (registration and checkout)

Hidden: Company, VAT Number and Department are hidden.
Optional: Company, VAT-Number and Department are shown but optional
Required: Company and VAT-Number are shown and required Department is shown and optional

Company label

Custom label displayed for the company field across the application and in generated PDF documents.

Vat id visibility

Controls how VAT ID is shown across all address forms.

Vat id label

How should the VAT-Number field be called?

Customer number visibility

This setting configures, how the customer number field behaves in the extended registration.

Customer number label

How should the Customer Number field be called?

Reference number visibility

This setting configures, how the reference number input behaves in the checkout.

Reference number label

How should the Reference Number field be called?

Enable/Disable:

• https://3yourmind.atlassian.net/wiki/spaces/PD/pages/114884742/Managing+Shipping+Addresses#Organizations-can-prevent-users-from-editing-addresses

Catalog enabled

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

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

Make Catalog parts not changeable

Enable his flag to ensure that Catalog parts can only be 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.

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.

Disable 3D Viewer access for Catalog Parts in the User Panel

Enable this setting to disable the 3D viewer for Catalog parts in the User Panel. This ensures that there is no possibility of getting access to a Catalog part’s 3d file through the viewer.

In any case, the 3d Viewer remains enabled for non-Catalog parts and on the Service Panel.

Note: This setting can only be enabled if “Disallow 3D File Download for Catalog Parts in the User Panel” is enabled as well.

Enable redirect / Redirect target site

Removed in 24.12.1

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

New users are trusted automatically

If enabled, new users are automatically set to “Trusted”. This has an impact on the payment methods available to a user in the checkout.

For more information see https://3yourmind.atlassian.net/wiki/spaces/PD/pages/276627570/Configuring+Payment+Methods#Customizing-Payment-Options-for-Different-Customer-Segments .

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 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.