Company and User Management
The platform administration can be managed through the DBSync's AppCenter from the Company Tab on the left navigation sidebar as shown below.
Company
A user can update - Company's Name, Billing street, Billing state, Billing city, Billing zip, Billing country and save the information on the DBSync server.
As long as the DBSync subscription is active, an active status is shown next to the Company's Name.
Add New : The add new functionality allows a user to add new company details. This option is particularly useful when a client is working with multi vendors or different internal IT teams. In such cases, stakeholder may want to differentiate the integration projects based on many factors - including, vendor, team, sister organization, business department etc. The functionality allows a user to add new organizations for each use case and still manage their integration life-cycle under one organization/company.
Delete : Using delete option you can delete the existing company information and the associated projects within the company.
Using company administration, you can do the following:
Purchases : The purchases tab allows user to manage and track all purchases within DBSync. It will show all the associated product details - products subscribed, tried and tagged to a particular DBSync user instance. Each entry will give you details of the product name, price, subscription type, status and expiry date of each product.
DBSync Org properties: The DBSync org properties are organization specific details - including Id, Orgid, URL, Daily Record count, Role, DBSync version. These details are useful when communicating with our support team when resolving an issue.
Users: The users tab allows a user to view all the associated users in an organization.
Based on the provided image, here’s a description of each field and tab visible in the Organizations section of the DBSync Cloud Workflow application:
Name: Displays the name of the organization.
Billing Street: Field for entering the street address associated with the organization's billing information.
Billing City: Field for entering the city associated with the billing address.
Billing State: Field for entering the state or region of the billing address.
Billing Zip: Field for entering the ZIP/postal code for the billing address.
Billing Country: Field for specifying the country of the billing address.
Partner Account: Identifies the partner account linked to this organization (e.g., an ID reference).
Customer Type: Specifies the type of customer (e.g., CUSTOMER, PARTNER).
Invoice: Displays a Payment Invoice Link, allowing users to view and manage invoices.
Tabs under Related Lists
Purchase History: Displays a record of past transactions, including products or services purchased.
Audit Log: Maintains a log of changes made to the organization’s details for tracking modifications.
DBSync Org Properties: Stores configuration settings and properties related to the organization within DBSync.
Active Subscription: Shows details of the organization's active subscription plan.
Users: Lists users associated with the organization, including roles and access levels.
Users
User management can be done through the DBSync AppCenter from the Users tab on the left navigation bar as shown below.
The users module lists all active users associated with one platform license. An Administrator can add new user, change the existing user details and, delete the existing user record from DBSync's platform.
The users module allows users to do following operations:
Update or Delete user details
Change password
Reset session
User details
The User detail page allows users to view and change user specific information - like first name, last name and phone number.
Click on the Edit to open a User detail page. User must be logged in as an Administrator to make changes to a User's record.
You can choose to edit the information for each of the following fields;
User Name: Displays the unique username for logging into the system.
First Name: The first name of the user.
Last Name: The last name of the user.
Email: The registered email address of the user, used for communication and login.
Password: A secured field for storing the user’s password. YOu choose to change the password and click Save.
Phone: Contact number of the user.
Active: A checkbox indicating whether the user account is active.
Company: Displays the organization or company the user is associated with (e.g., "17045 - JCW").
Email Opt Out: A checkbox that allows the user to opt out of receiving emails.
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