Access App
The Access App (also called Users app or Admin app) is only accessible to administrators.
Users and Access
Users, Roles, and Asset's Security Groups are managed in the Access app. The Access App is only available to administrators so they can create update and manage access to the platform.
Users and Hierarchy
Users are specific people or entities who have access to the platform. Users can belong to the org and can have hierarchical org structure
Roles and Permissions
Roles are one of the key security and access control features. Each Role has access to set of apps and set of permissions (Create, Read, Update and Delete) for each app.
Security Groups
Security Groups are one of key features of the platform where users have access to specific assets via security groups. Users can be assigned to multiple security groups. Each Security Group has list of assets and list of users. When a user logs in, we fetch all the security groups that he/she belongs to and only show the assets that they have access to.
Requests
Account Dashboard
Account Settings
Here is description of all the fields that are present in account node.
name:
Name of Account that will be displayed inside user menu in top right corner of app.
contactEmail:
This field is used to send email to account owner while quote/order is created/updated.
acceptedDomains:
The domain of contactEmail is assigned by default to this field whenever new account is created. we can add multiple acceptedDomains to account. They will be stored as comma separated values in acceptedDomains field. This fallback mechanism to get account of new user created using SSO. If backend is unable to find account details based on Identity provider configuration, then it will check if any account contains accepted domain of email address entered, and it will be selected as account for new user.
applicationURL:
This field is used in email templates. We can configure this field so that user gets redirected to his domain instead of industrility.com domain on clicking on link in emails.
displayName:
This field is used in email templates for showing name of account for which this email is generated instead of showing "Industrility".
fromEmail:
Account admin can configure the email from which auto generated emails should be sent to users instead of from "no-reply@industrility.com"
offlineEnabled:
User will be able to access app even if device is not connected to internet if this flag is enabled. User will be able to see the sync icon in header to check if app is ready to be used in offline mode. All the POST apis will be cached untill device is connected to interned. Once user gets back online, all the post apis will be sent one after another. User can configure the list of apps that he want to use in offline mode in profile setting if offlineEnabled is true.
logo:
This field is used to show custom logo in header, with the page loader, and in emails.
footerTitle:
This field is used to customize the title of footer of application.
footerSubTitle:
This field is used to customize the subtitle of footer of application.
footerImageUrl:
This field is used to customize the image shown in footer.
stripeSecretKey, stripePublishableKey:
These fields are used to specify the stripe account details used at the time of checkout from ecommerce cart page.
stripePayment:
This field takes one of "enabled" or "disabled" values. If it is enabled, user will see payment option at the time of checkout.
ordersToEmail:
The Quotation request will be sent to email set in this field.
sendFollowupEmail:
This field takes one of "enabled" or "disabled" values. If it is enables, Automatic follow-up email will be sent before quote expires.
followupEmailInDays:
The followup email will be sent after every n days. value of n will be set in followupEmailInDays field. By default it will be 7 days.
quoteExpiredInDays:
The email will be sent before n days of of quote expired. Value of n will be set using quoteExpiredInDays field.
sendQuoteExpiredEmail:
This field takes one of "enabled" or "disabled" values. if it is enabled, the mail will be sent before quote gets expired.
assetTiles:
The 3rd and 4th tile of asset details page can be customized using this field. We can display different tiles per account using this fild. This field takes 2 comma separated values.
dealerLabel:
The dealer label can be customized using this field. This label will be displayed on asset details page, and can be used on some other pages where dealer label is used.
preferredAssetTab:
We can set default tab on asset details page using this field.
enableAssetPreview:
Asset basic information can be accessed without logging in if this flag is enabled using preview url.
previewApps:
If asset preview is enabled, admin can configure which tabs to show in asset preview using this field.
assetRegistrationType:
This field takes one of two values, "DirectAccess" or "RequestAccess". If it is direct access, user will get access to asset automatically on registering asset. Else admin will get request of registration. Admin can approve or reject request. Based on admins action, user will get the access of asset.
newRegistrationRequestEmailTo:
Asset registration request email will be sent to email set in this field.
newUserParentUser:
If this field is set, all the newly created users will be child of that user.
newUserAppsToInstall:
The apps to install for new user will be determined by this field.
childAssetsColumnVisibility:
The columns to be displayed on child asset tab will be configured using this field.
lifecyclePhasesStages:
This field determines lifecycle phases and stages of asset for perticular account. This is stringified json field.
viewer2DSheetColor:
This field determines if 2d sheet in parts viewer will be displayed in dark mode of not.
partHighlightZoomInPercent:
The amount of zoom to apply on part click is determined by this field.
extensionsToDisable:
We can disable selected extensions in 3d viewer using this field.
layersToDisable:
We can disable selected layers in 3d viewer using this field.
ignoreVersionNumbers:
If this field is true then version number of part will be ignored while searching part in 3d viewer.
partsListType:
We can show part list in different formats in asset parts tab. It can be just sellable parts, or sellable with hierarchy, or full BOM.
partsColumnVisibility:
This field contains stringified json which indicates columns to show in asset parts tab.
repositoryAssetId:
This field contains id of repository asset which is used to create dynamic manuals.
generalDocuments:
The common documents to include in dynamic manual are determined by this field.
advancedSearchEnabled:
The advance search field will be displayed if this flag is enabled.
nlpSearchEnabled:
If this flag is enabled user will be able to search in natural language.
allowMultipleQuotes:
If this flag is enabled user will get option to create new quote even when there is existing quote draft present for current system.
enableSelfServeIngestion:
User will get option to ingest CSVs for creating data in bulk if this option is enabled.
externalTicketLink:
This field is used in support app. if this field is set, user can redirect to ticket in external ticketing system.