Access App

Industrility Platform | Operations Reference Guide

The Access app is the central administration hub for the platform — it is where administrators manage who can log in, what they can see, and what they are permitted to do across every app in the system.

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🗂 Finding the App

Access is not in the left sidebar. It is accessed from the Settings menu in the top-right corner of the platform.

Top-Right Header
└── ⚙️ Settings (gear icon)
    ├── Security Groups
    ├── Users
    ├── Roles
    ├── Accounts
    ├── Requests
    ├── Ingestion
    └── Organizations

⚠️ The Access app is only available to Administrator and Super Administrator roles. Users with any other role will not see the Settings gear icon or its menu items.

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📦 What's Inside

The Access app brings together six administrative areas, each documented separately:

Section	What It Manages
Security Groups	Controls which assets and systems each user can see. Users are assigned to security groups; security groups contain assets, systems, and users.
Users	Creates and manages every person with platform access — including their role, security groups, parent user, installed apps, and organization.
Roles	Defines the Create, Read, Update, and Delete permissions each user type has for each app.
Accounts	Displays account details, license and subscription status, platform usage snapshots, and account-wide configuration settings.
Requests	Shows the status of all bulk data ingestion jobs — including which succeeded, which failed, and the specific records that caused failures.
Organizations	Manages the organizational entities (customers, distributors, manufacturers) that assets, systems, and users are mapped to.

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🔗 Detailed Documentation

Each section of the Access app has its own full reference guide:

• 🛡️ Security Groups — Managing asset and user access groups
• 👥 Users — Creating and managing platform users
• 🔑 Roles — Defining app permissions per role
• 🏢 Accounts — Account details, licensing, and configuration
• 📥 Ingestion — Bulk data import and ingestion job management
• 🏢 Organizations — Managing organizational entities and hierarchy

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🔗 Organization Graph Connections

This diagram shows how Neptune nodes connect to an Organization. Organizations live under an Account (in edge) and connect to Users, Roles, Security Groups, Assets, and Systems (inOrg edges).

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⚙️ Account Settings Reference

Below is a reference of all configurable fields available in the Account Settings section.

What does each field mean?

Field	Description
name	Name of Account displayed inside user menu in top right corner.
contactEmail	Email used for quote/order creation/update notifications.
acceptedDomains	Comma-separated domains used as fallback for SSO account resolution.
applicationURL	Custom domain URL used in email templates for redirect links.
displayName	Account name shown in email templates instead of "Industrility".
fromEmail	Custom sender email for auto-generated emails.
offlineEnabled	Enables offline access with sync icon and cached POST calls.
logo	Custom logo shown in header, page loader, and emails.
footerTitle	Custom title for the application footer.
footerSubTitle	Custom subtitle for the application footer.
footerImageUrl	Custom image shown in the footer.
stripeSecretKey	Stripe account secret key for checkout.
stripePublishableKey	Stripe account publishable key for checkout.
stripePayment	enabled or disabled. Shows payment option at checkout.
ordersToEmail	Email address where quotation requests are sent.
sendFollowupEmail	enabled or disabled. Sends automatic follow-up before quote expiry.
followupEmailInDays	Days between follow-up emails (default: 7).
quoteExpiredInDays	Days before quote expiry to send notification.
sendQuoteExpiredEmail	enabled or disabled. Sends email before quote expiration.
assetTiles	Two comma-separated values to customize 3rd/4th tile on asset details.
dealerLabel	Custom label for dealer on asset details and related pages.
preferredAssetTab	Sets the default tab on the asset details page.
enableAssetPreview	Enables accessing basic asset info without login via preview URL.
previewApps	Configures which tabs to show in asset preview.
assetRegistrationType	DirectAccess or RequestAccess (admin approval required).
newRegistrationRequestEmailTo	Email where asset registration requests are sent.
newUserParentUser	If set, new users become children of this user.
newUserAppsToInstall	Determines which apps are installed for new users.
childAssetsColumnVisibility	Configures columns on child asset tab.
lifecyclePhasesStages	Stringified JSON defining lifecycle phases/stages.
viewer2DSheetColor	2D sheet dark mode toggle in parts viewer.
partHighlightZoomInPercent	Zoom percentage on part click in 3D viewer.
extensionsToDisable	Disables selected extensions in 3D viewer.
layersToDisable	Disables selected layers in 3D viewer.
ignoreVersionNumbers	Ignores part version numbers in 3D viewer search.
partsListType	Part list format: sellable, sellable+hierarchy, or full BOM.
partsColumnVisibility	Stringified JSON for asset parts tab columns.
repositoryAssetId	ID of repository asset for dynamic manuals.
generalDocuments	Common documents for dynamic manuals.
advancedSearchEnabled	Shows advanced search field.
nlpSearchEnabled	Enables natural language search.
allowMultipleQuotes	Allows new quotes with existing drafts.
enableSelfServeIngestion	Shows CSV ingestion option.
externalTicketLink	External ticketing system URL (Support app).