Organization Settings

Service admins can easily manage their ProtoPie Enterprise environment by accessing the Organization settings section. This portal can be easily opened from the home page of each Enterprise environment in ProtoPie Cloud.

Learn more about the Service admin role in Enterprise plans.

These are the key settings and features available in Organization settings:

1. Teams: Efficiently manage and organize your team settings. In this section, you can create teams, designate team owners and admins, and adjust team settings to optimize collaboration within your organization.
2. Members: Add new members to your Enterprise environment, assign roles and permissions to them, and remove them when necessary. This section lets you control access and ensure the right individuals are part of your ProtoPie Enterprise team.
3. Organization Fonts: Enhance your prototypes by uploading custom fonts. This feature ensures that your team's custom fonts are consistently displayed across ProtoPie Studio, Connect, Cloud, and Player. All editors will have access to these custom fonts, maintaining brand consistency throughout your designs.
4. Security: Customize and configure your Enterprise environment's security settings. Here, you can implement measures such as restricting external sharing of your pie files, setting session durations, and managing accounts. By adjusting these settings, you can strengthen the security of your organization's data and ensure compliance with your specific requirements.
5. Authentication: Manage how members sign up and log in to ProtoPie Enterprise using email & password or Single sign-on (SSO).
6. Report: Export member data in CSV format. The report contains details about the members' accounts, such as their email addresses and roles. It also provides information about their activity, including the date they created their account, their last login date, and the date they were invited.
7. General Information: Access the General Information tab to view essential details about your ProtoPie Enterprise environment. This includes information such as your environment's name, plan expiration date, version number, and contact details for the service administrator. This overview provides a quick reference for key information related to your ProtoPie setup.

Managing Teams in Organization Settings

With ProtoPie Enterprise, you can create and manage multiple teams within a single environment. In Organization settings, navigate to the Teams section to access an overview of all the teams in your ProtoPie Enterprise environment.

Within this section, you can easily gather essential information about each team, including the team's name, respective owners, and the number of members in each team.

Creating New Teams

Follow these steps to create a new team in your enterprise environment:

1. In Teams, click on Create New Team.
2. Fill in the team name.
3. Assign a member as the team owner.

Team Information

For more details about a specific team, click on the respective team name from the list. You will find an overview of its composition and settings. This includes information on the number of editors and viewers associated with the team and their corresponding status (active or pending).

Moreover, you can delete teams and adjust team members' roles as needed, ensuring the right level of access and privileges.

While each team has a single owner, they can also have one or more team admins to assist in managing team activities and settings. Learn more about team owners and team admins.

Managing Members in Organization Settings

In Organization settings, under Members, find an overview of how many editors and viewers joined your ProtoPie Enterprise environment. Also, see how many editor seats are taken and how many are still available.

Here, you can manage all the members (regardless of their teams). You can verify their status (active, deactivated, or pending) and roles.

There are two roles: editor and viewer. Learn more about editors and viewers.

Inviting New Members

1. Click on Invite New Member.
2. Enter the email address(es) of the people you'd like to invite and select Invite.
3. They will receive an email with an invitation link.
4. They will show as pending until they sign up via the invitation link.

Members Status

You can overview members according to their status.

Active

Active members are those who created an account and are part of your Enterprise environment. If you click on a member, you can access more detailed information, including which team(s) they are part of or when they used ProtoPie the last time.

If you deactivate a member who has an editor role, their editor seat becomes available. They can use their account again once you activate it again.

Deactivated

Selecting members with a deactivated status lets you see which members can no longer access the Enterprise environment. To allow deactivated members to access the enterprise environment again, you must reactivate their accounts.

Pending

This filter displays members who have been invited to the Enterprise environment but haven’t created their Enterprise account yet. Pending members can’t use their enterprise access unless they sign up through the invitation link they have received.

There are three options available in the overflow menu next to each pending member:

• Copy Invitation Link: This option lets you quickly copy the invitation link associated with the pending member. If you prefer to share the invitation link directly without email, you can copy it and share it through other communication channels.
• Resend: If you need to resend the invitation email to the pending member, you can select the "Resend" option.
• Cancel invite: If you want to cancel the invitation for a specific member, you can choose the "Cancel invite" option. This will revoke the invitation and remove the member from the list of pending members.

Assigning Service Admin Privileges

In ProtoPie Enterprise environments, you can assign multiple service admins. However, having at least one admin is required. If you would like to designate someone else as a service admin, and you are currently an admin yourself, you can easily make the change by adjusting their member type.

To change someone's member type to service admin, follow these steps:

1. Access Organization settings.
2. Navigate to the Members section.
3. Locate the member whom you wish to make a service admin.
4. Update their member type to Service Admin.

Managing Fonts in Organization Settings

Uploading Custom Fonts to ProtoPie Cloud

To easily upload custom fonts to ProtoPie Cloud and make them accessible to all members of your organization, follow these steps. We support font file formats like TTF and OTF.

1. Go to Organization Settings within the organization space.
2. Navigate to the Fonts section.
3. Click the Upload fonts button to open the Upload fonts modal.
4. Add the font files by either dragging and dropping them into the modal or clicking "upload files" to select the font files from your device.
   1. The selected fonts will be listed for upload.
   2. The font name, weight, and style fields will be automatically populated based on the information from the font files.
   3. To add more fonts, click the "Add more fonts" option at the bottom left corner of the modal.
   4. Remove fonts from the upload list by using the delete icon next to each uploaded font.
5. Click the "Next" button.
6. Take the time to carefully review and agree to ProtoPie's Terms of Service and Privacy Policy.
7. Finally, click the "Agree & Upload" button to add the fonts to the fonts list.

Important: Before adding new fonts, it is essential to verify that your organization possesses the legal rights to use and distribute the custom fonts being uploaded. ProtoPie cannot be held responsible for font licenses and their usage.

Removing Custom Fonts from ProtoPie Cloud

As the service admin, you can easily remove custom fonts from the fonts list by following these steps:

1. Navigate to Organization Settings and access the Fonts section.
2. Locate the custom font you want to delete and open the three-dot menu.
3. Select the "Remove" option to remove the font from the list.

Managing Security in Organization Settings

Restricting Public Access to Prototypes

The Public access to Pies section provides the ability to control public access to prototypes for all editors simultaneously.

These options are enabled by default, allowing editors to share their prototypes with anyone with the link. However, if you prefer to maintain strict control over your prototypes within the ProtoPie Enterprise environment, you can disable this option to restrict access.

Learn more about sharing prototypes.

Configuring Session Duration and Inactivity Timeout

In Session, you can adjust the session duration for all invited members. Once the session duration expires, members will be automatically logged out.

Additionally, you can define a session inactivity timeout, which determines the period of inactivity before a member is logged out. This feature allows you to ensure optimal security by automatically logging out inactive members after a specified period of inactivity.

Configuring Account Management

Within your organization's security settings, you also have the option to allow members to delete their own accounts or restrict this option to service admins only.

Managing Authentication in Organization Settings

You can access authentication settings and options to manage user sign-up methods in the Authentication section.

In this section, you have the ability to authorize members of your Enterprise environment to sign up and log in using either their email and password or through SSO (Single Sign-On) exclusively.

Under Email & Password, you can choose to authorize new members to join the Enterprise environment exclusively upon invitation from a service admin. Alternatively, you can enable sign-ups without an invitation or with email verification required, allowing team owners and/or team admins to invite new members. This gives them the autonomy to independently manage team membership without relying on the service admin for every new addition.

Additionally, you can choose to restrict which email domains invited members are allowed to use when signing up.

Configuring Single Sign-On (SSO)

If you prefer to use SSO for authentication, you can enable SAML or OIDC in the Single Sign-on (SSO) section. This allows users to sign in to ProtoPie Enterprise using their existing SSO credentials, providing a seamless and integrated login experience.

Learn more about how to configure SSO for your Enterprise environment.

Accessing Reports in Organization Settings

In the Report section, you can export member data in CSV format. This includes information about their accounts, like email addresses and roles, and insights into their activity, like account creation date, last login date, and invitation date.

Managing the General Information of Your Organization

In the General tab, you can view and edit the information about your organization, such as the name and logo of your enterprise environment.

Furthermore, if required, you can provide the contact details of the service administrator to facilitate communication for members seeking permissions, alterations in organization settings, and other tasks that are beyond their capabilities.

You will also find information about your ProtoPie enterprise license, which includes the date when it will expire and the version of the application your organization is currently utilizing.