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Wyn Enterprise: Admin Portal

The Admin Portal provides access to settings related to Configuration, Account, System and all the Documents. The Admin Portal also provides a tile view for quick access to frequently used options.

Configuration

The Configuration section provides access to various configuration settings. For details on each of these configuration settings, refer to Configuration Settings.

Setting Description
UI Settings Manages the appearance of the Document and Admin portals, including the displayed logos, titles, themes and the login page information.
Email Setting Allows you to manage the SMTP settings that are required for the proper functioning of the server mail service.
Worker queue settings Controls the worker's load and its execution time limits.
WynReports Settings Allows you to configure position of the parameter panel and the number of preview pages.
License Allows you to activate or deactivate your license, as well as view the current license information.
Security Provider Allows you to add or delete a security provider.
External Provider Allows you to modify the external provider options.
Categories Allows you to manage document categories by adding a new category or editing an existing one. You can also modify the location of any category by dragging it within the Categories tree.
Default Document Theme Sets a default document theme.
System Configurations Manages the system configuration settings, such as setting embedded identity, identity server URL, etc.

Account

In the Account section, you can manage settings related to the account, such as, users (active and locked), roles, custom properties, security settings, user context, etc. For details on each of these account settings, refer to Security Management.

Setting Description
User Displays active users and provides access to options such as edit, disable, or delete users in the list. Here, you can also add a new user or import an existing user using the Add User button and Import button respectively.
Role By default, all permissions are granted to a Role. To grant permission to a user, just add the user to one or more roles. By default, there are two pre-configured roles - administrator and everyone. You cannot delete these roles, but you can add new roles to the list.
Custom Property Define UserContext values to add dynamic behavior for datasets, datasources, and other documents. The UserContext value filters report data to display only data specific to the current user. It is helpful when you have multiple users, logging into the same portal and you want to restrict the data available to each user.
Locked User Displays all users who have entered the wrong password more than 5 times consequently and thus are currently locked.
Security Settings Set strong password policy and user locked time duration to enhance security settings.
User Context Allows you to create or delete custom claims. A custom claim uses a custom property created in the Custom Property interface and must have a unique name.
Generate Token Generates an integration token for the portals.

System Management

Under System Management, you will find options to import and export files, or view audit logs. For details, refer to System Management.

Setting Description
Export Export multiple documents to an archive folder. The archive folder contains all the elements contained in a report or dashboard such as image, themes, etc.
Import Select the documents to import contained in a .zip file.
View Audit Logs Allows tracking which documents are accessed or used, and what is done with them.

Documents

Documents section displays all documents that you can download or delete from the Admin portal. For details on each of these documents, refer to Document Management. Following is a list of all the available Document resources.

  • Dashboards
  • Reports
  • Report Template
  • Semantic Model
  • Datasets
  • Data Sources
  • Images
  • Themes
  • MapData