Advanced Customer Configuration
Overview
This section will cover all of the Advanced Properties available for Customers in Atria. Each option provides ways to customize user access, role assignments, organizational structure, and more for effective customer management.
Customer Type
This dropdown lets you specify whether the customer is a standard, test, or demo customer.
Domain Management
The Domain Management section allows you to manage the domains and DNS zones used for the customer.
- Domain Name: The domain assigned to the customer (e.g., atria.com).
- Primary: Indicates whether this domain is set as the primary domain.
- DNS Zone: Provides the option to create a local DNS zone to be managed by the DNS Service.
- Also Used By: Displays a count of customers who use this domain.
Use the Add button to add a domain, and the Update button to confirm your changes.
Organisational Structure
The Organisational Structure setting allows you to change the grouping of users within Active Directory for segregation of users based on the configuration.
- Ungrouped: No specific grouping (default).
- By Department: Groups users by their departments (e.g., IT, HR).
- By Location: Groups users based on geographical locations.
- By Department, then by Location: First by department, then split by location.
- By Location, then by Department: First by location, then divided by departments.
- User Specified: Custom grouping as defined by the admin.
Update all users now: Ensures all users are updated to match the selected structure. Selecting this button before the provision of a customer will send a lightweight user re-provision to all users to move them to the specified structure.
Brand
The Brand section allows you to define the branding to be applied for the customer. Branding is a highly customisable feature, for more information navigate to Brand Management.
- URL: Custom URL branding (Uses the brand associated with the URL).
- Default: Uses the default Atria branding.
- Custom: Allows custom branding settings.
Restricted Roles
By default, Security Roles are enabled for use by every Customer in Atria. The Restricted Roles section allows you to deny access to specific roles for a customer. If a role is restricted:
- Existing users and sub-customers will lose access to the role.
- Restricted roles will no longer appear for assignment.
Check the box next to any Security Roles you would like to restrict.
Allowed Roles
The Allowed Roles section provides the option to allow customers to have access to extra roles.
The default available roles include:
- API User: Grants access to API functionalities.
- Audit and Reports: Enables auditing and reporting tools.
- Content Management Administrator: Allows access to content management administrative tasks.
Patterns
The Patterns section is used to configure the default naming conventions for users.
- User Display Name: Sets the format for user display names.
- Example: "Firstname Lastname" is selected, meaning user display names will appear as John Smith.
- User Email Address: Sets the default format for user email addresses.
- Example: "User Principle Name" ensures that email addresses are based on the user’s principal name.