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Learn how to manage your organization’s instance and the users given the workflows possible with the Admin role.
Access & Navigation
Once you are provisioned with the Admin role (the initial assignment for at least 1 user is handled by our team, so please reach out to your account manager), you will be able to navigate to the portal using the link in the DesignWise home screen, under your account dropdown:
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Side note: “computations” stands for the number of Scenario clicks that resulted in the “fresh” generation, not the retrieval of cached ones.
Workflow #1: Manage User Authentication Settings
From the Organization Settings, the highlighted link allows you to select the authentication method between 3 options: email & password, Jira OAuth for Cloud, and for Server/Data Center.
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If you are interested in SAML authentication (via Octa, Active Directory, etc.), please reach out to your account manager for potential custom implementation.
Workflow #2: Manage User Permissions
There are two permission levels - “Edit” and “Read-only”. They have separate limits from the licensing standpoint, which can be seen in the organization settings:
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Side note: If a user is at the “edit” organizational level, they can stay at the “edit” project level or be demoted to “copy & comment”, without affecting their organizational status.
Workflow #3: Manage Users & Domains
From the Actions column in the table, the highlighted link allows you to designate someone else as the Admin (in which case they can perform all the same workflows described in this article) or revoke such privileges.
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The field expects the comma-separated list, with the part after the “@” symbol without including it.
Workflow #4: Invite User
Leveraging either of the options described in 1b for the User Management dashboard above leads to this dialog:
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It is intended for sending a direct link to a single person with the email domain matching the list defined for your organization. The invitee will not need to follow the standard sign-up route, using the link and the brief instructions from the email instead.
Workflow #5: Manage Export Configurations
From the “Customize” dialog in the top left of the landing page, first, you would define the list of available options:
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