Dalet Flex Core: Creating and Managing Accounts

Sarah Jane Landsman
  • Updated

What are Accounts?

An account represents the highest level of scoping for Dalet Flex objects, and nothing can be accessed outside an account. An account is normally assigned to a company or business unit. It can consist of sub-accounts, groups, roles, workspaces, and users. Object visibility is currently set at the account level.

Most customisation of Dalet Flex occurs at the account level. The following properties can be set and viewed at account level:

  • Dalet Flex Console URL: Typically the account name (with character escaping where necessary) pre-pended to the main Dalet Flex console domain, for example: account.ooyalaflex.com
  • Root Account: The person who owns all the accounts/sub-accounts and also administers and manages the entire account.
  • Metadata: Custom fields for managing basic account details.
  • Members: A collection of users that belong to this account.
  • Sub-Accounts: A collection of sub-accounts that belong to this account.
  • Groups: A collection of groups that belong to this account.
  • Roles: A collection of roles that belong to this account.
  • Variants: Can be used to customise existing object types.
  • Properties: Supports the advanced configuration of Dalet Flex at the account level and also environmental variables.
  • Theme: The branding, look and feel of an account.

 

The Root Account

The Root Account is created when a new Dalet Flex platform is installed. The root account owns all other accounts, and is only accessed by the super user. A root account is primarily used for setting up other accounts, as well as system-wide configuration.The root account is immutable and always exists.

There are two types of accounts that can be created with the root account.

  • Account
  • Sub-Account

 

Creating an Account

Log in in as super user (also known as Owner) the owner of the account that will be making the new account or sub-account.

 

On the Toolbar, click New and select Account from the drop down menu.


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From the drop down, select Account.


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In the Create new Account section, fill in a name and an optional description.


new_account_details.png

 

Click Save to finalise.

Click Enable to enable the account.


enable_account.png



Set up any properties for your new account. In particular, obtain and apply URLs.

When you create a new account, a default workspace is created with the same name.

Account Metadata

When you have created your account, you can apply metadata to that account by clicking the Metadata sub-tab, which is located in the account details screen.

When you click the Metadata sub-tab, several metadata fields are displayed. These fields deal with publish functionality, authentication, and analytics configuration for the account

 

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The following metadata fields are present for accounts:

Field Field Type Mandatory Multiplicity Description
Publish complex FALSE 0..1 Define this to enable Publish functionality for this account.
CDN Storage Resource single option TRUE   The CDN storage resource to use for Publish file publishing.
Limits complex FALSE   Account limits.
Users string TRUE   Maximum number of users allowed in the account.
Actions string TRUE   Maximum number of actions allowed in the account.
Workflow Definitions string TRUE   Maximum number of workflow definitions allowed in the account.
Sub-Accounts string TRUE   Maximum number of sub-accounts allowed in the account.
Concurrent Jobs string FALSE   Maximum number of concurrently running jobs in the account.
Concurrent Workflows string FALSE   The total number of workflows that can be executing concurrently in a tenant account and all its sub accounts. See [here](/admin/configuration_guide/workflow_designer/concurrent_workflows/#configuring-concurrent-workflow-quotas) for more details
Limit per Workflow Type (System) string FALSE   The number of concurrent system workflow instances of a given workflow definition that are allowed for a given tenant account and all its sub accounts. See [here](/admin/configuration_guide/workflow_designer/concurrent_workflows/#configuring-concurrent-workflow-quotas) for more details
Notes complex FALSE 0..* Notes
Date string TRUE   The date on which the note was written.
Note string TRUE   The note.
External Authentication complex FALSE 0..1 Define this to enable external authentication for this account.
Authentication Endpoint string TRUE   The endpoint URL for the external authentication to use for this account.
Default Role single option TRUE   Role to be assigned to new user.
Default Workspace single option FALSE   The default workspace for the new user.
Workspace Membership single option TRUE 0..1 The workspaces for the new user.
Default Timezone string FALSE   The default timezone for the new user.
Default Country Code string FALSE   The default country code for the new user. Example: "en" (English) "ja" (Japanese) "us" (United States).
Default Owner single option TRUE   Owner to be assigned to new user.
Authentication Provider single option TRUE   Authentication provider.
SAML Configuration complex TRUE 0..* Define this to enable SAML authentication for this account.
SAML IDP Display Name string TRUE   SAML Identity Provider name to be used in login forms.
SAML IDP metadata URL string TRUE   SAML Identity Provider URL to retrieve metadata.
Authentication complex FALSE   Definition of the authentication features and constraints.
Lock Minutes string TRUE   Define the lock time that should pass to unlock the account after several failed attempts to log in (#).
Maximum number of failed attempts string TRUE   Define the maximum number of failed attempts before lock the user (#).
Maximum number of forced attempts string TRUE   Define the total number of failed login attempts before the user's account is disabled. (#).
Password complex TRUE   Definition of the password constraints.
Days to expire string TRUE   Amount of days a password expires after been defined (#).
Maximum password length string TRUE   The maximum amount of characters that the password should contains (#).
Minimum password length string TRUE   The minimum amount of characters that the password should contains (#).
Type of Password Validation single option TRUE   Define the mechanism used to validate the password.
Validation Types complex TRUE   Definition of the password constraints.
Type of Sequence boolean TRUE   Type of sequence allowed to use in the password.
Regular Expression string TRUE   Regular expression to define the allowed characters on the password.
Custom Configuration boolean TRUE   Set of custom configuration available on the password validation process.
Analytics configuration complex FALSE   Definition of the authentication features and constraints.
Web analytics collector URL string FALSE   The endpoint URL for the Publish instance to use for sending events.
Publish Token complex FALSE   Token created in Publish to increase security.
Keyframe Storage complex FALSE 0..1
Required to configure where Keyframe images for this account will be stored
Keyframe Storage Resource single option TRUE   The Keyframe storage resource to use for storing Keyframe images.

 

If you are storing keyframes for subaccounts, the Keyframe Storage Resource configuration is taken from the parent account.

Switching Accounts

It can be useful to switch between an account and its sub-accounts, in particular to complete work for another user. If you are logged in as master account user, you can switch to any account and sub-account. If you are logged in as account user, you can only switch to your sub-accounts.

 

In the Dashboard tab, click your name located in the top-right corner of the screen.

 

In the User Details section, click the Switch tab.


switch-tab.png

 

In the Switch to Account field, select an account from the drop down.


switching_account_field.png

 

In the Workspace field, select a workspace.


switching_workspace_field.png

 

Click Go


switching_account_workspace_go.png

 

Adjusting the Theme

Once an account has been created, you can continue configuring it using the various sub-tabs located in the Details screen for the account. One of the most useful sub-tabs is the Theme sub-tab. This tab allows you to customise the Dalet Flex console, so that it matches your organisation's look and feel.


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Alternatively, click the Settings tab, and then select the Theme option from the toolbar.


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To adjust the theme of your account:

In the details screen for the account you wish to edit, click Edit.


Click the Theme sub-tab, and click the Edit option.


You can adjust the following areas:

  • Summary: Name, Description, and Company Name fields.
    You can change the summary text by deleting the default text, and then entering new text. The Name and Company Name fields are mandatory, and must be filled in.


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  • Links: Logo URL, Header Link URL, and Help Link URL.
    You can change the links for the various fields by entering a valid URL.


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  • Colors: Header Text, Header Background, Tabbed Navigation, Table Header Background etc.
    Change the color for a particular area of Dalet Flex by simply selecting the color from the colour picker, or entering a hexadecimal colour code.


theme_colours.png

 

  • Images: Login Logo, Main Logo, Client Splash Logo, Bookmark Icon, Client Logo
    To add an image simply click the **Choose File** button next to the respective field, and select the image file.


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