User can do the following through the 'Settings' screen:

1. View the number of internal, external users associated with the account and the number of accepted shared projects in the account (under Account tab)
2. View billing details (under Account tab)
3. Add credit card (if not already added) (under Account tab) and then convert from trial to paid account by buying a pricing package, upgrading/downgrading pricing package (under Packages tab)
4. Adding submittal disclaimer (under Submittal disclaimer tab)
5. Configuring Single Sign On (SSO) settings (under Single sign on (SSO) tab)
6. Applying custom branding to the account and/or buying premium theme (under Account tab)
7. Adding new account users or editing existing user information (under Users tab)
8. Applying two-step authentication and complex password for securing account access (under Password settings tab)

Note: IN THIS HELP FILE, POINT NO. 1 TO 5 ARE EXPLAINED (SEE ABOVE)

POINTS 6 & 7 - CUSTOM BRANDING AND THEME ARE EXPLAINED IN THIS HELP FILE (CLICK HERE)

POINT 8 - TWO-STEP AUTHENTICATION IS EXPLAINED IN A SEPARATE HELP FILE (CLICK HERE)

Navigation to 'Settings' screen: Click the 'Profile' picture > On the menu, click 'Settings' to navigate to settings screen

Screenshot below displays the 'Settings' menu button:

Once you click the settings menu button, the 'Settings' screen appears.

This screen consists of 6 tabs: Account, Users, Submittal disclaimer, Single sign on (SSO), Password settings and Packages. An account admin user can view these 6 tabs.

Screenshot displaying the Settings screen (as viewed by account admin user):

But an employee user can only view 3 tabs: Account, Users and Packages.

Screenshot displaying the Settings screen (as viewed by employee user):

Note: These tabs are described in the subsequent section below.

Under the account info tab, you can view the number of internal, external users associated with the account and the number of accepted shared projects in the account (i.e. view account info), view billing details, add credit card (if not already added) (under Account tab) and then convert from trial to paid account, set up custom branding logo (application logo as well as company logo) and buy custom themes.

But before explaining the Account info section of the Account tab a more detailed explanation of the Packages tab is required. As based on the pricing package selection, the data in the account info section is displayed.

Packages tab

Existing modules/features of SKYSITE Projects are distributed under four (4) separate pricing package. User can choose any one of the pricing package and based on the chosen pricing package money will be deducted from the added credit card in the account.

Screenshot below displays the Pricing package tab (for the account admin):

These four packages are as follows:

• Basic ---- is having pricing at $19/user.
• Professional ---- is having pricing at $39/user.
• Enterprise ---- is having pricing at $59/user
• Advanced ---- is having customized pricing

By default, the account admin will get the Enterprise package when accessing the account for the first time. Only the account admin can change package by clicking the [Buy] button under the suitable package. Employee users of the account will not be able to change the package and money is deducted based on the package chosen by the account admin.

Screenshot below displays the Pricing package tab (for the employee user):

Note: Employee users are added in the account by the admin through the Users tab. This tab is explained below.

User will have access permission to the modules in SKYSITE Projects based on the selected pricing package.

The table below describes the various levels of charges to be levied on your account based on the selected package and also the features users will get under each package. The more higher the package type, the more features users will get under that package.

Screenshot displaying the pricing details under the Account info tab:

Process of buying/changing a package:

When a user registers in SKYSITE for the first time and access the account, he/she will be deemed as a trial user for a 14 day period. Within that period user can buy a suitable package to get full access of SKYSITE. After trial expires user will be able to access the account but will not be able to do anything in the account.

Note: In trial period user have limited functionality, user can create unlimited no. of projects and can upload an unlimited number of files inside the projects.

Screenshot below displays the 'Settings' tab of a trial account:

Trial user can click the [Buy now] button at the top and the Packages tab will appear. 

Screenshot below displays the Packages tab screen for a trial user:

• Click the [Buy] button under a suitable package and user is redirected to the credit card entry screen.

Screenshot below displays the credit card entry screen:

• Enter your credit card details and click [Finish] button. 

The account is now converted from trial to paid user. Money is deducted from account as per the package selected.

Alternatively, user can click the [Add credit card info] button under the 'Settings' tab to include credit card information and then move to the Packages tab to buy a package and convert to a paid user.

Figure 1: Screenshot below displays the Account tab of the 'Settings' screen for paid user:

Account tab - Account info section

After you have bought a package, you will receive the features as per your package selection. What feature you will get is based on what package you have selected (these are given in the table above).

Internal user (Employee user) addition billing:

All employee users added through the Users tab (how to add internal users is explained below) on the Settings screen are added as internal users and the admin is billed according to the package selected on a monthly basis.

The three different packages of the new pricing module have different minimum billing user count. This is explained below:

1. For Basic and Professional package minimum billing user count is 1. So in these cases, billing will be executed based on actual number of user added in that account. For example, if admin has only 4 employee users added to his/her account and opted for either ‘Basic package’ or ‘Professional package’, the price user has to pay at the end of billing cycle after every month is [charge of package X actual number of users] which is for ‘Basic package’: $19 X 4 = $76 & for ‘Professional package’: $39 X 4 = $156
2. For Enterprise package minimum billing user count is 10. So if user has opted for ‘Enterprise package’ but the number of account user is less than 10, then also billing will be executed based on 10 users. For example, if user has only 4 users added to his/her account and opted for ‘Enterprise package’, the price user has to pay at the end of billing cycle after every month is [charge of package X 10 users]  which is $59 X 10 = $590
   1. If billing user count is more than 10, in case user selects ‘Enterprise package’, then the pricing is calculated based on the actual number of users. For example, if user has only 12 users added to his/her account and opted for ‘Enterprise package’, the price user has to pay at the end of billing cycle after every month is [charge of package X actual no. of users]  which is $59 X 12 = $708
3. For Advanced package the billing of each user is customized. The SKYSITE internal team will get in touch with customer to determine the actual bill per user.

• Click the internal users link under the Account info section [highlighted with green circle in the figure 1 above] to view the number of internal (employee) user added in the account.

Screenshot below displays the number of internal users added in the account:

• Click the [Delete] icon to delete the internal user from the account (the actual account of the user will not be deleted, only the user will be removed as the employee of the current user who click the delete icon)

External user addition billing:

External users (external project collaborators) are added in the account when the account user shares a project (or a folder inside a project) to another user (may or may not have SKYSITE account) with the payment option as "I will pay". This means that the user who is sharing the project/folder is paying for sharing the project after project/folder acceptance by the recipient. 

Note: In case the shared user does not have SKYSITE account then before project acceptance, user needs to register to SKYSITE through an invitation link.

After shared project/folder acceptance by the recipient, that recipient is added as an external project collaborator of the account of the user who shared the project/folder.

1. For Basic, Professional & Enterprise package minimum billing user count is 1. So in these cases, billing will be executed based on actual number of external users added in that account. For example, if account user (admin/employee) has shared 4 project(s)/folder(s) with "I will pay" option and opted for ‘Basic package’, ‘Professional package’ or 'Enterprise package', the price user has to pay at the end of billing cycle after every month is [charge of package X actual number of external users] which is for ‘Basic package’: $19 X 4 = $76, for ‘Professional package’: $39 X 4 = $156 & for 'Enterprise package': $59 X 4 = $236
2. For Advanced package the billing of each user is customized. The SKYSITE internal team will get in touch with customer to determine the actual bill per external user.

• Click the external users link under the Account info section [highlighted with orange circle in the figure 1 above] to view the number of external (shared) user added in the account.

Screenshot below displays the number of external users added in the account:

Note: For more details on sharing of project/folder click here.

Billing of accepted shared project:

Projects/folders inside a project are shared by an external user to the account user (admin/employee) with "Recipient will pay" option. This means the user who is accepting the shared project/folder will have to pay to accept the shared project/folder. After user accepts the project/folder, he/she is billed as per the pricing package selected in the account.

1. For Basic, Professional & Enterprise package minimum accepted project count is 1. So in these cases, billing will be executed based on actual number of shared projects accepted with "Recipient will pay" option. For example, if account user (admin/employee) has accepted 4 projects/folders with "Recipient will pay" option and opted for ‘Basic package’, ‘Professional package’ or 'Enterprise package', the price user has to pay at the end of billing cycle after every month is [charge of package X actual number projects accepted] which is for ‘Basic package’: $19 X 4 = $76, for ‘Professional package’: $39 X 4 = $156 & for 'Enterprise package': $59 X 4 = $236
2. For Advanced package the billing of each user is customized. The SKYSITE internal team will get in touch with customer to determine the actual bill per accepted project.

• Click the external users link under the Account info section [highlighted with orange circle in the figure 1 above] to view the number of external (shared) user added in the account.

Screenshot below displays the number of accepted shared project added in the account:

Note: For more details on sharing of project/folder click here.

Impact on custom login page selection

If you have opted for the custom login theme page then you are also charged $599 one time. This will not have any impact on regular billing cycle and you are charged as per the pricing package selected in your account. But for that respective billing month this will be mentioned in the billing report.

Impact on trial period

You will have full access on all modules in the trial period. In this period, the pricing package of your account will be saved in database but bill will not be generated until trial period gets over and consequently you add your credit card details in the application. After trial period gets over and you still did not add your credit card information then application will deem the account as read-only account.

Frequent changes in package selection in a single month

If you upgrade or downgrade your package selection within a month, the latest updated package will be taken as the base for entire month billing prior to 25^th of the month. No pro-rata based bill will be generated for this scenario.

Total price calculation:

Application will calculate the total amount by adding the total internal users (employee users) in the account plus the total external users (project shared with "I will pay" option) plus the total accepted shared projects (project accepted with "Recipient will pay" option). Price is determined based on package selected.

Total price calculated for ‘Basic’ pricing package:

In this pricing package - user addition, project sharing & project acceptance are all priced at $19.

Example:

• No. of internal users added (number of added account user(s) pricing – users added as Internal Users) = 20
• No. of external users added (pricing of shared projects/folders– with billing option as ‘I will pay’) = 3
• No. of accepted projects (pricing of projects accepted- with billing option as ‘Recipient will pay’) = 2

The monthly billing amount = ($19 * 20) + ($19 * 3) + ($19 * 2) = $475

Total price calculated for ‘Professional’ pricing package:

In this pricing package - user addition, project sharing & project acceptance are all priced at $39

Example:

• No. of internal users added (number of added account user(s) pricing – users added as Internal Users) = 20
• No. of external users added (pricing of shared projects/folders– with billing option as ‘I will pay’) = 3
• No. of accepted projects (pricing of projects accepted- with billing option as ‘Recipient will pay’) = 2

The monthly billing amount = ($39 * 20) + ($39 * 3) + ($39 * 2) = $975

Total price calculated for ‘Enterprise’ pricing package:

In this pricing package - user addition, project sharing & project acceptance are all priced at $59

Example:

• No. of internal users added (number of added account user(s) pricing – users added as Internal Users) = 20
• No. of external users added (pricing of shared projects/folders– with billing option as ‘I will pay’) = 3
• No. of accepted projects (pricing of projects accepted- with billing option as ‘Recipient will pay’) = 2

The monthly billing amount = ($59 * 20) + ($59 * 3) + ($59 * 2) = $1475

View billing details:

• Click the [View billing details] button to view the detailed billing of an account with 'Basic', 'Professional' or 'Enterprise' pricing package (this button will not appear for 'Advanced' pricing package).
  
  Please note: The [View billing details] button is only accessible to SKYSITE account owners who pay via credit card and shared users who pay for their own access. SKYSITE account owners who pay via invoice, full-access internal users/employees, and shared users whose account is paid for by the owner will not see this button in their Account Settings.

The billing details for an user with 'Enterprise' package are shown in the screenshot below:

Hence, whichever the pricing package you select the pricing is calculated per month based on the following formula:

No. of internal users (account users) added through the 'Users' tab in Settings X pricing package ($19 {Basic package} or $39 {Professional package} or $59 {Enterprise package} or customized pricing {Advanced package})

+ 

No. of external users (external project collaborators) to whom you have shared project/folder with "I will pay" option (you i.e. user who shared project/folder paid for sharing) X pricing package ($19 {Basic package} or $39 {Professional package} or $59 {Enterprise package} or customized pricing {Advanced package})

+ 

[No. of shared project/folder which you have accepted (which another user shared with "Recipient will pay" option) X pricing package ($19 {Basic package} or $39 {Professional package} or $59 {Enterprise package} or customized pricing {Advanced package})

Users tab

The Users tab lets you manage users (add/edit internal/employee users as well as external project collaborators) – add users from contacts, create new users or modify existing user information. This tab consists of two tabs: one tab displays the account users and the other tab displays the external project collaborators.

Users tab - My users

Screenshot displaying the Users tab - My users:

This tab displays the current users of the account which includes the account owner (user who created the account) and the other internal (employee) users of the account. You can add employee user from this tab by clicking the [Add user] button. All employee users will have separate log-in credentials to access this account.

• Click on the [user name] of any account user to view user information. This is shown below,

• Click the [Remove user] button to remove the user as employee of the account

Adding user

• Click on [Add user] button to add new account users. The following screen appears,

The Add user(s) screen will display contacts already added in SKYSITE (fetched from the 'Contacts' module). 

Note: Only those contacts are fetched from the 'Contacts' section who do not have any SKYSITE account. Contacts who already have SKYSITE account will not be displayed in this screen as these users are either admin of their own account, are shared users or are already added as employee user in this account

• Click [Make user] button to make the contact an employee user of this account.

The Confirm adding user(s) screen will appear. This is shown below,

• Click [Confirm] button to add the user as an account user

The user will receive an invitation in his/her email ID to register in SKYSITE and access this account as an employee user. The user will have to create new username and password after registering to SKYSITE.

Screenshot below displays the newly added account user [highlighted in screen below] under the My users tab:

The contact added as an account user will receive a mail to activate his/her SKYSITE account through email. This email is shown below,

When user clicks the [Activate account] button, the user is redirected to the Update password screen. This is shown below,

If two-step authentication is enabled in your account (account admin account), then user will have to enter complex password and after that enter PIN code. After creating new password and PIN, the user is directed to the SKYSITE log-in screen. User can enter his/her email ID and new password & PIN to enter your account (account admin's account) as an account user.

Note: Account user will not be able to view the 'Branding' section, Submittal disclaimer tab in settings, Password settings. Also, account user will not be able to change the existing account pricing package.

Again, on the Add user(s)screen if you can click on [Create new] button to create new account user. This is shown below,

• Click [Save] button after entering new user information to add the account user

Field Description:

You can delete an account user from this tab. If you take your cursor over any account user, you will be able to view the [Delete] button [highlighted with red rectangle in screenshot below]. This is shown below,

• Click the orange color delete button to delete the account user.

Users tab - External project collaborators

Screenshot displaying the Users tab - External project collaborators:

This screen displays the number of external project collaborators associated with your account. You have shared projects/folders to these users with 'I will pay' option and these users have accepted the project/folder share invitation. Only after project/folder share acceptance these users are added as external project collaborators in your account.

• Click on the [user name] of any external project collaborator to view user information. This is shown below,

 This screen also displays the number of project/folder shared to each user. 

• Click on the [Shared project] link to view history of project shared to these users. This is shown below,

You can delete each project share separately by clicking the [Delete] button. Also, you can change the expiration date of a shared project with status 'Accepted' and both access type & expiration date of a shared project with status 'Pending acceptance' after clicking the  [Edit] button.

After making changes, click [Save] button to save the changes.

Submittal disclaimer tab

User can enter the submittal disclaimer in this section. The usage of this disclaimer is described in the Submittal section of this help.

Screenshot displaying the submittal disclaimer tab:

Password settings tab

User can set up complex password and two-step authentication from this tab and set the number of days after which the two-step authentication will expire.

Screenshot displaying the password settings tab:

Under this tab, strong security validations are implemented for safeguarding user information. The security validations are concerned with enforcing users to set up complex passwords and requiring users to pass through a two-step authentication procedure which means first entering complex password and then entering PIN code to access the account. This feature will be available in both the modules of SKYSITE (SKYSITE Projects/F&A). Please refer to Two-step authentication help file for more details.

Single sign on (SSO) tab

Overview

SKYSITE Projects supports Single Sign-On (SSO), a process that allows users to authenticate themselves against an external Identity Provider (IDP) rather than using the internal SKYSITE username and password.

The benefit of this workflow is that companies only need manage a single user database. Connected applications provide users access based on this single database, which means that when an employee joins or departs the company, their access is automatically enabled/disabled for all connected systems.

To accomplish this, SKYSITE - a Service Provider (SP), communicates using an industry standard protocol, (SAML 2.0 - Secure Assertion Markup Language) with an Identity Provider (IDP) to validate user credentials and provide access to SKYSITE. 

The basic workflow is as follows:

• A user opens SKYSITE application through web browser
• Upon reaching the login screen user navigates to Login through SSO screen where user enters email ID
• SKYSITE detects that the account is setup for SSO and redirects the user to the IDP. 
• The user enters their credentials with the IDP.
• The IDP validates the user, then redirects the user back to SKYSITE, providing the user’s information and groups to SKYSITE
• SKYSITE, using the information provided by the IDP, logs the user into their account and sets permissions as defined for the user’s group

Configuration

Both SKYSITE and the Identity Provider need to be properly configured for Single Sign-On.

Steps to Configure the Identity Provider (IDP)

To configure the Identity Provider for use with SKYSITE, you will need to enter some information into the IDP and extract some information for SKYSITE.

1. Note the Sign-In URL that is provided by the IDP
2. Note the Sign-Out URL that is provided by the IDP 
3. Download a copy of the X.509 Certificate from the IDP
4. Enter the following URL into the IDP field called SAML Post URL
   https://stg.skysite.com/Account/LoginViaSSO
5. Provide the assertion attributes (Case sensitive) in the IDP
   • Firstname: FirstName
   • Lastname: LastName
   • Email : Email
   • Group: Group_name

Note: These mappings are case sensitive and must be entered exactly.
Please send a SAML response to us so that we can verify the attributes mapping.
SAML response must be Base64 encoded

1. Download the IDP Metadata file and send this to us, along with the SAML response above.

Steps to Configure SKYSITE (By Admin user)

The admin user will first have to create a new normal account in SKYSITE then sign in to SKYSITE as a normal user. After signing in the admin user will proceed to create the SSO user group & enable as well as configure the SSO settings.

Enabling SSO in SKYSITE

1. Sign in to SKYSITE using the administrator account
2. Navigate to Settings > Account Settings 
3. Click Single Sign On (SSO) tab

4. Upload the IDP Metadata to SKYSITE
   
5. Verify / select the attribute mappings in SKYSITE

1. Enter the Identity Provider sign in URL
   
2. Enter the Identity Provider sign out URL
   
3. Upload a copy of the X.509 security certificate
   
4. Save your settings

Setting up Groups

SKYSITE access is enabled through Groups creation

Group names are CASE SENSITIVE and must EXACTLY match the groups used in the Identity Provider (IdP).

To setup Groups in SKYSITE, add them one at a time, using the provided field.

Once created, Groups will display in the Contacts listing for SKYSITE.

Signing in to SKYSITE through SSO login (by employee user)

An employee user of the client company can access SKYSITE either through the SSO login screen after the admin user performs all the configurations necessary to implement SSO login through SKYSITE.

When an employee user accesses SKYSITE for the first time the following workflow will occur:

1. Go to SKYSITE sign in screen

2. Click on “Sign in with SSO” link

3. Provide the email ID and click [Next].

        User is redirected to the IDP provider’s login screen (example of 'Okta' is shown in the screenshot below),

        4. Enter username and password and click [Sign in]

After authentication, the IDP returns the SP URL (SKYSITE URL) which is already configured with the IDP. SKYSITE validates the response and accordingly creates the user account (if it does not exist) and navigates the user inside the SKYSITE Project Dashboard screen.