Accessing & Understanding Account Settings Screen
Before proceeding to perform activities on Account Settings screen select the Collection for which you will be configuring the account setup.
Follow the procedure below to access the Account Settings screen:
- Click on
button at the top right-hand corner of the screen to access the Settings Main Menu. This menu is displayed below,
- Under the Account settings heading click on Account setting menu item [highlighted in the screenshot above] to access Account settings screen.
This screen is shown below,
In Account settings screen you will see there are four tabs,
- General Settings
- Branding
- Single sign on (SSO)
- Password Settings
General Settings
User can sort folders, set default link expiration time and manage recycle bin settings from this section.
- Folder Sorting: You can choose to display folders on the tree structure present on the left-hand panel of the Collection Files screen as well as on other screens where ever the folder tree structure is displayed by,
- Manually Organized: If you select this radio-button, the folder structure will appear as per the sequence of upload, or sequence of creation within the application. For example, if Folder A, B & C are uploaded one after the other, then the Folder A will appear first in the tree structure and after that folder B & C will appear. Again, if you create a new folder D within the application using the Create Folder function on the Collection Files screen, then that folder will appear after (below) folders A, B & C.
- Alphanumeric: If you select this radio-button, the folder structure will appear one after the other according to the alphabetical order of the names of the folder i.e. folders with name starting with letter 'A' will appear first and folders with name starting with letter 'Z' will appear last.
- Create Date: If you select this option folders will be sorted as per the date of creation. Folders created first will appear before folders created at later dates.
Note: The folder sorting option here (in the Account settings screen) will override the folder sorting option on the Collection Files screen.
- Set default link expiration time for folder, file, package & album: You can enter the number of days, weeks, months or years, crossing which download link to access file, folder, package and album will expire. The entered number of days (or weeks, months, years) will be considered by the application as the default for Link Folders, Link Files, Share Album & Link Document Package functionalities unless expiration date is set during individual link sharing process.
- Recycle Bin Settings: Recycle bin can be operated from this screen. You can select either of the radio buttons Delete permanently or Move to recycle bin on deletion. If you select Delete Permanently radio-button then any collections, folders, files, images, communications etc. once deleted will be removed permanently from the application. On the other hand, if you select Move to recycle bin on deletion radio-button then any folders, files once deleted will be moved to the Recycle Bin folder. Also, you can enter the number of days or months (from the Automatically cleanup recycle bin section) after which the folders/files present in the recycle bin will be permanently purged from the Recycle Bin, thereby from the application.
In the end, after configuring the setup, click on [Save] button to save the settings.
Custom Branding
User can incorporate an account logo, a company logo and change the login URL to a custom URL from this section.
- User can upload a custom account logo (preferably company logo) and view on the left-hand side of the application top-bar after logging in to the application.
- User can upload his/her company brand logo and view that same on the SKYSITE log-in screen.
- User can create a custom URL (custom domain) like ({custom}.skysite.com) and access the SKYSITE application (reach the SKYSITE log-in screen) using that custom URL.
- User can buy customized log-in screen themes with ‘Contact Us’ option.
User can create custom URL and upload company logo/application logo from both SKYSITE Projects and SKYSITE Archives. Creating custom URL & uploading the company logo/application logo in one module of SKYSITE is sufficient. For example, if user created the custom URL & uploaded the company logo from Archives, then he/she does not need to repeat the same process from Projects and vice-versa. User can change or delete the company logo and account logo as well as can modify the custom URL from any of the modules.
Screenshot displaying the Branding tab of Account Settings screen:
Workflow of uploading & changing custom account logo
- Click [Add logo] button to add an application logo
The logo image selection dialog box appears.
This is shown in the screenshot below,
After selecting the image, click [Open] button on the dialog box to upload the logo image on the logo image cropping pop-up screen.
Note: Only JPG, JPEG, PNG, BMP files are supported. TIFF files are not supported.
Screenshot displaying the logo image cropping pop-up screen:
- Crop the image as per your requirement by dragging the blue dots at the end the rectangular box placed over the image outward & inward.
- Click [Save cropped logo] button to save the cropped image as your account logo. Application displays this logo on the top left hand corner of the application top bar.
- Alternatively, click [Select file] button to select a different logo from the local system.
Screenshot displaying the account logo on the left-side of the application top bar [highlighted using the red rectangle] and the same logo as selected under the Application logo section [highlighted using the green rectangle]:
- Click [Change logo] button to select another logo from the local system instead of the current logo.
- Click on the cross sign at the top right-hand corner of the logo to remove the logo.
Workflow of creating custom domain & uploading company
- Enter the custom domain name in the textbox called Company name and click [Create] button
Say, the user entered the company name as ‘demo’; hence the application will generate the new custom URL for accessing the SKYSITE application as https://demo.skysite.com
Note: Please provide only alphanumeric (a to z, 1 to 9), dash (-) and minimum 2 to maximum 20 characters and no special character is allowed. Only account owner or secondary owner can make the changes.
A pop-up box will appear asking the user for domain confirmation.
- Click [Yes] to freeze the newly created custom domain and continue with uploading a fresh company logo on the SKYSITE log-in screen.
Screenshot displaying the demo URL [highlighted using the red rectangle]:
- Alternatively, click [Change] button to edit the custom URL.
Application enables the company logo addition button only after custom URL is created successfully.
- Click [Add logo] button to proceed adding the company logo. The logo image selection dialog box appears.
- After selecting the image, click [Open] button on the dialog box to upload the logo image on the logo image cropping pop-up screen.
Note: Only JPG, JPEG, PNG, BMP files are supported. Application does not support TIFF files.
Screenshot displaying the logo image cropping pop-up screen:
- Crop the image as per your requirement by dragging the blue dots at the end the rectangular box placed over the image outward & inward.
- Click [Save Cropped Logo] button to save the cropped image as your account logo. Application displays this logo on the SKYSITE application log-in screen in place of the SKYSITE default logo.
- Alternatively, click [Select File] button to select a different logo from the local system.
Screenshot displaying the added logo:
- Click [Change logo] to select another logo from the local system instead of the current logo.
- Click on the cross sign at the top right-hand corner of the logo to remove the logo.
- Click [Preview] screen to view the logo on the SKYSITE application log-in screen.
Screenshot displaying the company logo on the SKYSITE application log-in screen [highlighted using the red screenshot]
and the custom URL [highlighted using the green rectangle]
Next time, when user logs in to the application using the custom URL he/she will be able to view the company logo on the
application log-in screen instead of the default SKYSITE logo.
Customized login screen with 'contact us' option
This is a paid feature and $599 is charged to the customer for choosing to use a custom landing page.
Application provides 4 different type of customized SKYSITE landing page templates. Customer will select one of the templates and provide their own images and content. SKYSITE team will deploy the landing page for the customer.
Screenshot displaying the template landing page selection screen:
- Click on any of the themes to view the themes.
Screenshot displaying the selected theme in larger view:
Contact Us:
With each theme, there is a CONTACT US button. Clicking on it, application will capture the theme selected by customer and will automatically generate and send email to the user who clicked the CONTACT US button along with reseller.
In the end, after configuring the setup, click on [Save] button to save the settings.
Single sign on (SSO)
SKYSITE 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.
Single sign-on (SSO) is a session and user authentication service that permits a user to use one set of login credentials (e.g., name and password) to access multiple applications. The service authenticates the end-user for all the applications the user has been given rights to and eliminates further prompts when the user switches applications during the same session. On the back end, SSO is helpful for administering large user groups across multiple applications as adding/removing users from SSO automatically adds/removes their access across all connected applications.
SKYSITE application will use the standard Security Assertion Markup Language (SAML 2.0), to ensure that our implementation of SSO integrates easily with any identity provider that supports SAML.
SKYSITE will support Service Provider initiated SAML and also Identity Provider (IdP) initiated SAML. The IdP companies are Okta, OneLogin, Microsoft Azure, etc.
The screenshot below displays the 'SSO settings' tab:
The client company admin (or ARC Internal team) will create an application (SKYSITE) in IdP and connect the client AD server with the IdP. The SAML POST URL set up in IdP for SKYSITE application is https://app.skysite.com/Account/LoginViaSSO.
After configuration in IdP is completed an XML file is generated from IdP. The XML file consists of Login URL, Certificate, Logout URL & other attributes (first name, last name, email of admin & AD group name). This info of this file is incorporated in the SKYSITE Archives database table. The data from the XML is auto-populated in the SSO settings screen (screenshot shown above), although, the client admin can modify this info.
Prerequisite:
The client admin needs to be registered as a normal account owner before setting up the SSO through the SSO settings screen. If client admin wants to enter/modify the data manually in the SSO settings screen then he/she needs to do the following:
- Click the [Upload] button to upload IdP SAML metadata (the XML file)
- Enter the domain name which identifies the company users who are signing in to the application as SSO users
- Map/enter the attributes like first name, last name, email ID & group name from IdP (these names should be the same as what is there in IdP)
- Enter the group name and click the [Add] button. This group name must be the same as that of the client AD group name in the IdP. Hence, all employee SSO users (under the same company of the admin user) logging in to SKYSITE Archives will be automatically added under this group.
- Paste or enter the Identity provider sign-in URL as provided from IdP (mandatory)
- Paste or enter the Identity provider sign out URL as provided from IdP (optional)
- Upload the X.509 certificate downloaded from the IdP
Hence, SSO setup is now complete. The employee users of the client company can now sign in to SKYSITE Archives through the SSO login screen. Refer to Sign in through SSO help file for how to login through SSO. In the end, after configuring the setup, click on the [Save] button to save the settings.
Enabling SSO will result in a one-time $999 charge to your account.
Note: Please click the link to here to understand how to setup and sign in through SSO via the "Signing in with Single Sign-On (SSO)" Help file
Password settings
You can select the number of days after which the account log-in password expires or select to make the current password never expire. You can enable complex password and/or two step-authentication to force the user to enter a complex password and a PIN number to access the application.
Screenshot displaying the Password settings tab on Account settings screen:
- Select the drop-down 'Password expiration period' (which can be never, 30 days, 90 days, 6 months, 1 year) exceeding which the password will expire.
- Select the checkbox 'Require complex password' such that the user has to set up a complex password to sign in to the application. The complex password will be enabled when the user logs out and tries to sign in to the application next time. When the same user or other users tries to sign in to the same account (where complex password is enabled) application will ask the user to set up complex password. This password has to be 8+ characters, UPPERCASE should have a number/special character.
- Select the checkbox 'Require two-step authentication' such that the user has to set up a complex password as well as PIN to sign in to the application. The two-step authentication will be enabled when the user logs out and tries to sign in to the application next time. When the same user or other users tries to sign in to the same account (where two-step authentication is enabled) application will ask the user to set up complex password, a PIN (PIN entry screen appears after sign-in screen as an intermediate screen before accessing the application) and security questions (in case user forgets password or PIN) through the My Profile screen. After setting up, the user will enter the complex password and PIN to access the application.
When the user selects the checkbox 'Require two-step authentication', the checkbox 'Require complex password' becomes automatically selected (if it is not already selected previously).
Note: Please click the link here "Two-step authentication" Help file in SKYSITE Projects to understand how user can setup & sign in using two-step authentication and complex password.
In the end, after configuring the setup, click on [Save] button to save the settings.