Configuring your Organization

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

Disable normal login

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

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

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 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

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:

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

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

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.

Ampi enabled

Ampi reports enabled

Ampi analytics enabled
Ampi currency

If you want to use AMPI
If you want to have AMPI reports enabled
If you want to have AMPI analytics enabled

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.

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

since 23.3

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 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 (“;”)

Turned-off

Turned-off

Turned-on

Turned-on

N/A

N/A

Germany

Germany

Germany

Germany

USA

USA

Auto-detect

inch

Auto-detect

inch

Default country → mm

Default unit → inch

Detected country → mm

Default unit → inch

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.