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Creating a new Organization
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Field Name | Description | ||
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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). |
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Field Name | Description |
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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 ( Existing contacts can be edited in 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. |
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. |
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Field Name | Description | ||||||
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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. | ||||||
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: |
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Field Name | Description | ||
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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. | ||
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.
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. | ||
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. | ||
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. | ||
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. | ||
CSV format for exports | Choose the default delimiter for all CSV exports within the platform.
| 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. |
Configuring Default Unit for New Users
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