Index

Speaking of companies...

This feature allows you to register and define the features of the companies on the platform, such as its administrator, volume, whether there will be integration with Identity or not, among other information.

The registration and settings of the companies are performed by the user wcmadmin.

View companies

01. Access the platform with the wcmadmin user name.

02. From the main menu, click on Control panel.

03. Press the WCM container.

04. Click on Companies.

05. View existing companies on the platform.

Add company

01. Click on Add.

02. In the General tab, enter the requested information.

The fields highlighted with an asterisk (*) are mandatory.

Required information:

Identifier
Company identifying number.

Code
Company identifying code. It is not allowed to insert diacritics and special characters.

Description
Company corporate name or DBA.

CNPJ (Corporate Taxpayer Registration Number)
Company CNPJ [Corporate taxpayer registration number].

Default directory
Physical localization (path) of the directory to be used as the company’s standard volume. This directory must be empty and its name must not contain diacritics or special characters. (for example, D:\Volume). This directory should be empty, should not be used in any other company of the platform, and should not be created in the Fluig installation directory. Its name cannot contain accents and special characters.

Important: if the platform is installed in a cloud environment, the cloud service team must be called to perform this configuration.

Close Identity session during logoff
When checked, it means the session in Identity will be closed when closing the platform session.

Enable thumbnail generation
When checked, it means that the generation of thumbnails will be enabled at the company.

Remove volume when deleting company
When checked, it means that, when excluding a company, the standard volume it uses will also be deleted.

Use implementation wizard for rapid deployment on first access
When checked, it means that the quick deployment wizard will be shown on the first access the administrator of the company performs on the platform, which will guide him to install components in accordance with the company's business profile. Information on the use of the quick deployment wizard can be obtained at Quick deployment wizard.

03. Click on Register additional data to include additional information to the company, if desired.

04. Enter the requested information in the Additional information window.

The fields highlighted with an asterisk (*) are mandatory.

Required information:

Key
Additional data identifier to be related to the company.

Value
Additional data value to be related to the company.

If you use a password value, we recommend you click the Hide Password button, considering Information security.
Using this feature, even if logged in as an administrator user and accessing Additional Information or running a REST request, the displayed password will remain secret.

05. Click on Add.

In order to remove additional data included, just select it and press Remove.

06. Click on Save.

07. Click on the Administrator tab and enter the requested information for the company administrator.

The fields highlighted with an asterisk (*) are mandatory.

Required information:

Email
E-mail of the user who will be the administrator of the company on the platform.

Login
User with whom the company administrator will access the platform.

Password
User password for the administrator of the company on the platform.

Confirm password
User password confirmation for the administrator of the company on the platform.

Name
Name of the user who will be the administrator of the company.

Last Name
Last name of the user who will be the administrator of the company on the platform.

08. Click on Save.

Edit company

01. In the Company window, select the company to be edited.

02. Click on Edit.

03. Change the information on the General tab.

Find information about the displayed fields that allow changes in the alternative path Add company.

04. Click on the Authentication tab and set the requested information.

The fields highlighted with an asterisk (*) are mandatory.

Required information:

Access with Identity.
When checked, it means that the integration of the platform with Identity is active.

URL
Identity URL to which the platform will be integrated. This field is only enabled by checking the option Access with Identity.

Token
Settings token for the platform obtained by the company administrator in Identity. This field is only enabled by checking the option Access with Identity.

Just in time provisioning
When checked, it specifies that any Identity user authenticated on the platform will be created on it if not already existing.

05. Click on Actions and make the desired actions.

Options available are:

Test connections: when activated, allows to connect and obtain the settings on the Identity server with the data informed on the URL and Token fields. A message is displayed informing the user whether the connection was successful or if any inconsistency occurred.
Send users: when activated, allows sending the existing users on the platform to Identity, creating the link between them. This option is only enabled when authentication by Identity is active.
Export sending log: when activated, allows the generation of an XLS file containing the sending log of existing users on the platform to Identity. This option is only enabled when the authentication by Identity is active and if the existing users were sent from the platform to Identity.

06. Click on Identity Parameters to view the setting data imported from Identity to enable the integration, if desired.

07. Click on Save.

Deactivate company

01. In the Companies window, select the company to be deactivated.

02. Click Deactivate.

03. Enter the code of the company to be deactivated.

The process to deactivate a company is irreversible, therefore you will not be able to restore the process, nor the data on users, processes, communities, etc. available in the deactivated company.

04. Click Deactivate.

The license server will no longer consume the license for administrators registered during the creation of the company when the company is deactivated.

Change company administrator

The E-mail field the Administrator tab will only list one existing administrator user on the platform. What defines an administrator user on the platform is the role to which he/she is assigned, which in this case is the admin role. The company can have multiple administrator users, but only one of them will be displayed in this informational field. In order for a particular user to stop being an administrator, you must remove him/her from the admin role. For more info, see the Roles documentation.

This documentation is valid from the 1.7.0 update - Lake. If you use a previous update, it may contain information different from what you see on your platform.