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Go to B3_Organization > Organizations
Add Organization (top right)
Choose site
Slug → ID for the organization (3D-Corp)
Showname → 3D-Corp (this is what will be shown on the tab in your browser)
Optional: Description (internal text for admin)
Partners enabled → add printing service which you want to link to the organization
option1: A fulfillment partner can be created here (click on the green plus sign)
For more details see https://3yourmind.atlassian.net/l/cp/KWmu4FqUoption2: you can add an existing fulfillment partner later
Optional: Part requirement forms → add the previously created forms here to display them on the platform. If you have not yet created a form you can do this here
Optional: Extra script → if you want to add third-party scripts, i.e. Google Analytics
Additional set up:
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, etc.
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.
→ How to configure it:
Top Box: Enter text which should be displayed in the message. The body can be styled with html
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.
| Code Block | ||
|---|---|---|
| ||
[
{"label": "Text1", "must_be": false},
{"label": "Text2", "must_be": true}
] |
General Settings:
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Optional: 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.
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Hide Printing Service Selection → If you run an org with only a single print service you want this to be unchecked as this would only mean that a customer has to confirm he wants to buy it from the only service displayed. If you run multiple services you can decide if the customer should see them all or still skip the step of service selection.
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Optional: Ampi enabled (only necessary/interesting if you are an AMPI user)
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Optional: Ampi reports enabled (only necessary/interesting if you are an AMPI user)
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Optional: Ampi analytics enabled (only necessary/interesting if you are an AMPI user)
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Optional: Ampi currency: (only necessary/interesting if you are an AMPI user)
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Erp enabled: User and Service Panels enabled this is pretty much mandatory if you are an ERP/MES customer.
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Optional: Erp analytics enabled (generally only useful if you are also using metabase)
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Optional: Catalog enabled (if you are interested in how the catalog works you can find an article here)
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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)
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Optional: Show only Net-Prices for customers (no gross prices shown, useful when it is only B2B)
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Optional: Enable users to download optimized 3D files → Although optional this really should be enabled as an uploaded file goes through an optimization process and customers should be able to see what happened to their files
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Optional: Allow insecure download (must be ticked for SDK clients, when they use 3D Viewer)
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Optional: Allowed iframe domain: sign up box on other website
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Optional: User can see other users orders → always should be unchecked unless discussed with your contact person at 3yourmind. This quite literally does what it says: it makes it possible for every customer to see other customers orders and this is only wanted in fringe cases.
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Optional: Preferred Due Date → this will give the customer an option to declare when he would like/expect his print to arrive. Options are required, hidden, and optional and will spawn a date picker before entering the checkout.
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Optional: Choose pickup location as default → If checked, pickup location is chosen as default during address selection in checkout for this Organization.
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Terms and Conditions
need to be added (legal requirement), client needs to provide a link that links to Data Protection and Privacy page on their website
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Announcements
Optional: you can use this feature to have a pop up appear the first time a customer logs into your organization that day and announce things like discounts, delays, holidays etc. If you need more information you can find it here
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For more details on how to configure your organization go to https://3yourmind.atlassian.net/l/cp/z2UNtuv4 .