Organization

The Organization section of Portal lets you manage the features that affect the organization's environment on a global level, from platform name assignment to remote assistance configuration.

Management can be done from the following sections:

• General
• Branding
• Microservices Configuration
• Authentication
• Products
• Modules

General

Allows defining general information of the organization that can be updated anytime using the Edit button. The following data can be modified:

• Name. Organization's name.
• Email. Associated email address.
• Language. Configured language.
• Country. Country the organization belongs to.
• Sector. The sector it belongs to.
• Description. Description of the organization.

Additionally, from this section you can also access the following information:

• Organization Members. Number of members the organization has registered on the platform.
• Products. Number of Flexxible products the organization has contracted.
• Created at. Date when the organization was registered on the platform.
• Partner. For client type organizations, allows defining or modifying the partner.
• Type. Corresponding organization type.

Branding

Facilitates the storage of information linked to the organization's brand identity. Clicking the Edit Brand Settings button leads to a form for uploading the organization's logo and cover image, as well as a palette to define corporate colors in hexadecimal format.

This section also indicates the date and time of the last update, as well as the name and email of the user who made it.

Microservices Configuration

The user-enabled microservices are stored on the device, in a folder named Flexxible. From this section, the folder's name can be changed using the Edit Microservices Configuration button. The chosen name must be between 3 and 50 characters, and can only contain letters, numbers, hyphens, and underscores.

As in the previous section, it also indicates the date and time of the last update, as well as the name and email of the user who made it.

Authentication

From this tab, an Organization Administrator can enable or disable the option to log in using email and password for the organization's users. In case there are suborganizations, the functionality can only be enabled or disabled from the main organization.

The button Enable email/password authentication or Disable email/password authentication, as applicable, allows enabling or disabling the possibility for users who are members of an organization or sub-organization to be able to activate login with email and password.

warning

If this option is disabled, users will not be able to log in with email and password or manage their account. All user credentials will be deleted. If this feature is re-enabled, users will need to reset their password and two-factor authentication again.

User table

Shows the list of organization members. At a glance, you can see which members have the option to log in via email and password enabled.

User authentication detail

By clicking on a user's name in the table, you can access cards with specific information about the authentication method they have enabled:

• Microsoft Entra ID. Role, Phone, Last login, Login count, Last IP address.

• Google. Last login, Login count, and Last IP address.

• Email and password authentication. Last login, Login count, and Last IP address. Additionally, from here, the administrator can manage the Authentication security settings for that specific user, which includes Two-factor authentication and Password.

Products

This section reports on the Flexxible environments and products that the organization has. The list view shows data like the name of the environment where the product is deployed, the type of product that is available, region, creation date within the organization, and its status; the Actions field allows you to consult and edit its specific data.

In the table, the Action field shows two buttons to access more detailed information and edit the product's behavior: View details and Agent settings.

View details

This option allows editing the data of each product that the organization has: the environment in which it has been deployed, the license key, its creation date in the organization, and also its status, which can be active or inactive.

Agent settings

This form allows changes at the Remote Assistance and Analyzer Proxy levels.

FlexxAgent Settings - Remote Assistance

A user with the Organization Administrator access level in Portal can choose what type of remote assistance the organization will use globally. It can be configured to be interactive, unattended, dynamic, or to have no access at all.

Each reporting group that the organization has can edit its own remote assistance configuration to suit its needs.

FlexxAgent Settings - Proxy

FlexxAgent consists of a Windows service called FlexxAgent Service, which manages two processes: FlexxAgent, which runs at the system level, and FlexxAgent Analyzer, which starts for each user session.

The proxy settings for FlexxAgent Analyzer are not always the same as those for FlexxAgent, so depending on how the proxy operates in each environment, it will be necessary to set its adjustments appropriately.

In the FlexxAgent settings, a user with the Organization Administrator access level can find two configuration options for the FlexxAgent process:

• System proxy settings

  • FlexxAgent Analyzer automatically detects and uses the proxy settings.
  • Flexxible recommends this configuration for the system proxy.

• FlexxAgent detected config

  • In this case, FlexxAgent uses the credentials found in the registry if they are defined during installation.
  • If not configured, FlexxAgent automatically detects the proxy settings.
  • FlexxAgent Analyzer uses the detected settings for the Uniform Resource Identifier (URI), user, and password.

Modules

This tab shows a list of Flexxible product modules available for the organization, as well as those created by the users themselves.

The table contains the module name, its corresponding URL, and its visibility level. From See detail, a label and URL can be assigned to the selected module, and you can define whether it is visible as Featured or Secondary. When it is featured, it appears among the main modules in the Home section of Portal; when it is secondary, it is shown as a list under the View more button.

Create module

The New button allows you to create custom modules to maximize the platform's utility. For example, in the images below, you can see how a module for Flexxible's documentation webpage has been created.