Site

The domain where your organization is available.

Creation Date

The date when the organization was added to the platform (readonly).

Showname

This is what is shown in the Title of the Browser and in EMails

Extra script

Custom JS script to be injected in HTML (Google analytics, Chatbots, Other widgets).

See also Embedding external JavaScript into the application

Extra style

Custom CSS styles to be injected in HTML

Erp enabled

User and Service Panels enabled

Default panel

This setting determines which panel users land on after login when both AMPI and ERP modules are enabled.

If Left Empty:

• If ERP is enabled:

  • Service users will land on the Service Panel (SP) after login.

  • Users without a Service role will land on the User Panel (UP).

When ERP is Enabled and Default Panel is Set to ERP:

• Users with UP access and Service users both will always land on the User Panel (UP).

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 Creating and Configuring your Organization | Configuring Default Unit for New Users

CSV format for exports

User can see other users orders

Show only Net Prices for customers

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.

See also https://3yourmind.atlassian.net/l/cp/cX2JCKXd

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.

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

Choose Pickup Location As Default

When a user goes through checkout, by default their preferred address will be selected when they select shipping options.

If this flag is enabled the service’s pickup location will be selected by default instead. If the service has no pickup location configured, behavior will be as before.

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.

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.

Show terms conditions

Enable or disable whether terms and conditions will be shown during the user registration process.

Signup Terms and Conditions

The text that will be shown and accepted during the user registration process.

Is Token Authentification Enabled

Set this flag to true to allow request authentification by token. More Information: API Use Cases | Authentication

Is Http Auth Enabled
deprecated

Deprecated. For a robust authentification when using the platform API directly, use Token authentification instead

Http Auth Username
deprecated

Deprecated

Http Auth Password
deprecated

Deprecated

Auth Plugins Enabled

Authentication plugin that will be used for your SSO authentication workflow. More Information: https://3yourmind.atlassian.net/wiki/spaces/IK/pages/4948023/SSO+OAuth#Creating-Site-auth-plugin

Disable normal login

When selected, the change password section in the user profile is hidden/deactivated

Automatic redirect to oauth

When selected, the user will be automatically redirected to the OAUTH login page, when accessing the 3YM login page. In the legacy login system, this only works in conjunction with the “Disable normal login“ setting

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.

Organization panel admins

Add users who should have access to the Organization 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

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 Configuring Payment Methods | Customizing Payment Options for Different Customer Segments .

Enable users to download optimized 3D files

Give your users the possibility to download optimized 3D files.

Users can edit own addresses

Enable/Disable:

• Managing Shipping Addresses | Organizations can prevent users from editing addresses

User can see other users orders

If enabled, everyone can see everyone else’s orders in the User Panel.

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

Default Technical Drawing Units

The unit that should be inferred for technical drawings if it could not be detected automatically

Ampi csv export only used properties

By default, AMPI export will include all properties that are supported by the platform. If this flag is set, only properties that are used in AMPI’s forms will be exported

Ampi users can see reports

With this flag you can control if reports can only be seen by only exports or by every AMPI user.

Ampi Technology Selection Mode

This setting affects the list of technologies shown in the technology tab at the part details.

• Preselect compatible technologies: list all technologies that have overall printability assessment Good and Warning. This list is restricted to optionally configured
  Default Ampi Technologies of the current organization

• Preselect all default technologies (compatible & incompatible): list all technologies configured as Default Ampi Technologies for the current organization

• Preselect default technologies with compatible material class:

  similar to the previous option, but the list of technologies is additionally filtered by the material class of the current part, if it is assigned

Hide Economic report tab from the Part details page

If you want to show the economic report in the part details

Hide Tech report tab from the Part details page

If you want to show the technical report in the part details

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 this 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 UI 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.

Part requirement forms enabled

Sets which forms should be used as Part Requirement forms.

See also Creating and Configuring Part Requirements

Job documentation forms enabled

Sets which forms should be used as Job Documentation forms.

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.

Company visibility

Determines the behavior of the Company, VAT Number, and Department fields in all address forms (e.g., registration, checkout).

• Hidden: All three fields are hidden.

• Optional: All three fields are shown but optional.

• Required: Company and VAT Number are required; Department is shown but optional.

Company label

Custom label used for the Company field throughout the application and in generated PDF documents.

Vat id visibility

Controls the visibility and requirement of the VAT ID field across all address forms.

Vat id label

Defines the display label for the VAT ID field (e.g., "VAT Number", "USt-IdNr.").

Department visibility

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

Department label

Custom label for the Department field (e.g., "Division", "Team").

Customer number visibility

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

Customer number label

Custom label for the Customer Number field.

Reference number visibility

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

Reference number label

Custom label for the Reference Number field.

Default country
(Helm chart config)

Detected country based on IP

Default unit
(Admin panel field)

Resulting user profile unit for new users