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:
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). |
Authentication | |
This section is only relevant if using SSO Plugins. | |
Disable normal login | When selected, the change password section in the user profile is hidden/deactivated |
User Roles | |
Key managers | Support contact that will be displayed in the dashboard in the user panel. Multiple can be defined. Click on a green plus and create a new contact. |
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/c/BPibx8ot |
Is extended registration enabled | Check this box if you want your users to provide extended information (company name, address, etc) during the registration. Mandatory to be enabled when you are using forced verification. |
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 role will be assigned to all users that sign up on this organization |
Address & User Field Customizations (LINK) | |
Mainly address fields can be configured here. You can rename those fields or decide about the behavior of the field: Hidden | |
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. |
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? |
Users can edit own addresses | Enable/Disable: |
File Validation | |
You can configure a file validation message, which will pop up, every time a user uploads a part. For this, please contact support@3yourmind.com. If you want to do it yourself you can find a guide here. | |
General Settings | |
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. |
Hide Printing Service Selection | Check this box if you don't want to display in the user panel printing available services. |
Ampi enabled Ampi reports enabled Ampi analytics enabled | If you want to use AMPI 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. |
Premium analytics enabled | Only on dedicated cloud or on-prem Gives access to the dashboards that are part of the Premium package. |
Catalog enabled (LINK) | Enables the Catalog in the user- as well as the service-panel |
Show only Net-Prices for customers (LINK) | 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. |
Enable users to download optimized 3D files | Give your users the possibility to download optimized 3D files. |
Preferred due date visibility (LINK) | 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.
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Terms conditions | Text that will be shown and accepted during the user registration process. |
Announcements (LINK) | If you want to inform customers/users of your platform you can set up a pop up when they enter your organization/site for the first time this day. |