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Introduction

As an administrator the AMPLIFY Platform lets you view details about your organization, manage the users who have access to the AMPLIFY Services, manage the applications created by members of your organization, and configure an Identity Provider and manage associated domains. All of these functions are available through the Organization tab. To access the Organization tab, sign in to the AMPLIFY Platform and select Organization from the User dropdown menu. 

Concepts

This section details which capabilities an organization can use, which assets a user can consume or what actions a user can take.

Let's start from the beginning and look at what an organization is in the AMPLIFY Platform. An organization can be seen as a single instance of the platform. An organization is uniquely identified by an Organization Identifier (Org ID). As a best practice, an organization is a company, and the teams concept (see further below) is used to have a clear separation of assets between working groups such as departments, projects, and individual users.

An organization is linked to one or more subscriptions. Subscriptions define the platform capabilities that the organization is allowed to use. For example, the test organization has a Pro subscription to Application Development and an Enterprise subscription to B2Bi. 

When you sign up for a trial of the platform, then an organization is automatically created for you and you become the administrator that manages the organization and you get a default list of subscriptions. When a customer purchases our platform capabilities, then an Axway administrator creates an organization, assigns the correct subscriptions, and makes a user of the customer an administrator of the platform. 

An organization can have child organizations. These child organizations are allocated resources from the parent organization. An administrator of the parent organization can create child organizations and manage both the parent and child organizations.

A user (referred to as a member in the platform) can belong to multiple organizations. Select Switch Org from the User & Org menu to see which organizations you belong to and to switch to a different organization.

Each organization has one or more members. At least one member needs to be an administrator. If a new organization is created, then the first member becomes an Administrator. An administrator can change the roles of the members, with the restriction that there always needs to be at least one member that has the Administrator role. The test organization currently contains seven members.

We can distinguish the following types of roles in the AMPLIFY Platform:

  • Platform Roles - a role that applies to all the capabilities of the platform and is mutually exclusive. You can only have 1 platform role, such as Administrator. This role can be different per organization to which you are a member.
  • Service Roles - roles that are specific to a capability such as AMPLIFY Central or Flow Manager. These roles are not mutually exclusive. A member can for example have one role in AMPLIFY Central and three roles in Flow Manager for a specific organization. 
  • Team Roles - roles that define what a user is allowed to do with the assets of a team. Part of the team roles are mutually exclusive and part of them are not.

The roles that you have in a specific organization can be seen in the Orgs & Roles page. The test organization shows a user belongs to 19 organizations and has specific roles per organization.

Users can belong to one or more teams or not belong to any teams at all. A team is a logical grouping of users and assets. The idea is to enable you to create teams so that certain groups of people can work together on and use the same assets. A team belongs to one organization and the members of a team also need to be a member of that organization. The same user can belong to multiple teams and can also have a different role in each team. Each organization always has a default team.

When creating items such as API Proxies in AMPLIFY Central or Unified Catalog Assets one team always needs to be chosen as an owner. Only members of the owning team can make changes or remove the items. The following is an example showing the owning team of Unified Catalog items.

Unified Catalog items can be shared with other teams. The teams need to be belong to the same organization. The other teams can then discover and consume those items, but they cannot make changes to them.

Roles and features

Users can be assigned different roles that grant them the rights to the Platform associated with their assigned roles and capabilities. A user always needs to be assigned one platform role and can be assigned zero, one, or more of the other roles.

The following table shows the available roles and capabilities.

RoleShort DescriptionPlatformApp DevApp IntegrationCentralCatalogARSMBaaSTeamsAuditMonitorFlow Manager
Platform Roles
AdministratorUse for platform admin tasksXXXXX  X   
DeveloperUse for development and integration projectsXXXXXXXX   
InsightUse for business oversightXX         
ConsumerUse for the consumption of services from the catalogX   X  X   
Runtime Services Roles
Runtime Services AdminUse for all-encompassing access to Runtime Services     XX    
Central Roles
Central AdminUse for all-encompassing access to Central   XX      
Flow Manager Roles
Access Manager

Use for full management of services, organizations, identity stores and users. Allows viewing and editing roles and privileges.

          X
IT Admin

Use for management of Flow Manager configurations, organizations, identity stores and users. Grants viewing of alerts management.

Role enables access rights to user audit.

          X
Products Admin

Use for full management of products, product configurations, policies, product groups. Grants viewing of user audit events.

          X
Integration SpecialistUse for management of applications, application groups, partners, flow patterns, templates, subscriptions, flows and transfers. Grants viewing of products, product configurations and partners.          X
Special Operations Admin

Use for forced deletion of templates and subscriptions.

          X
Transfer CFT AdminUse for full management of Transfer CFT.          X
Visibility Roles
AuditorUse for viewing auditing events of the platform        X  
Analytics SpecialistUse for viewing logs         X 


Users also have a role in each team they belong to. 

RoleShort Description
Team Role
AdministratorUse this role to manage the members of the team
DeveloperUse this role to manage assets in AMPLIFY Central and the Unified Catalog
ConsumerUse this role to view and consume assets in the Unified Catalog
Catalog Manager

Use this role to manage Unified Catalog items and approve subscriptions


Organization left navigation

To manage your organization information, select Organization from the User menu. The left navigation includes the following tabs:

  • Organization
  • Members
  • Teams
  • Child Orgs (you must be an administrator)
  • Usage
  • Settings (you must be an administrator)

Managing an organization

The Organization tab enables you to select and update the organization name. It also provides detailed organization and subscription information.


To update an organization name:

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Organization tab from the left navigation. 
  4. Select the organization from the Organization dropdown menu.
  5. Select the Actions (...) menu at the upper right-hand side of the Organization page.
  6. Select Edit from the Actions menu.
  7. Enter the desired organization name in the Name field.
  8. Click Save.

To add a child organization, refer to Create an Organization.

Managing organization members

The Members tab enables you to view and manage members of the selected organization.

Add an organization member

If you are an organization admin, you can add new members to an organization. An organization admin can only add as many members as the number of available seats in the organization.

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Members tab from the left navigation. 
  4. If you're a member of multiple organizations, select the organization you want to view from the  Members dropdown menu.
  5. Click the + Member button in the upper-right corner.
  6. Enter the user's email address.
  7. Select the user's roles from the Org Roles dropdown menu. One platform role and zero, one or more service roles can be selected. Administrators can manage all users and applications in the organization.
  8. In the Teams list, select the teams, if any, to which the user should be added.
  9. Select the role the new organization member will fulfill on their assigned team from the Roles dropdown menu.
  10. Click Save.

An email invitation is sent to the user, providing a link to confirm their membership.

Viewing and modifying a member's role or access

After you create or add a member to your organization, you can view and modify the user's access rights or role.

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Members tab from the left navigation.
  4. If you're a member of multiple organizations, select the organization you want to view from the  Members dropdown menu.
  5. To change a member's role, select a different role or additional roles from the Role dropdown menu. Note that the Role dropdown menu selections are sorted by product roles. Administrators can manage all users and applications in the organization. All other user roles can view only applications to which they belong.
  6. To remove a selected member from the organization, select the Actions menu (...), and select Remove Member and then confirm the removal.
  7. To view a member's team assignments, select the Actions icon, and select View Teams. Refer to Managing teams.

The member's last login is displayed in the Last Login column, and their current multi-factor authentication status is shown in the MFA column. For more information on multi-factor authentication, refer to Manage multi-factor authentication.

Managing teams

The Teams tab enables you to view and manage teams, their members and their assigned applications.

Add a new team

To add a team:

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Teams tab from the left navigation.
  4. If you're a member of multiple organizations, select the organization you want to view from the  Teams dropdown menu.
  5. Click the + Teams button.
  6. Enter the team name in the Name field.
  7. (Optional) Provide a team description in the Description field.
  8. (Optional) Add team tags in the Tags field.
  9. Add members to the team by selecting team members from the Add Members list by clicking the + icons.
  10. Assign applications to the team by selecting applications from the Assign Applications list by clicking the + icons.
  11. Click Save.

Edit a team

To edit an existing team:

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Teams tab from the left navigation.
  4. If you're a member of multiple organizations, select the organization you want to view from the T eams dropdown menu.
  5. Select the Actions (...) menu associated with the team to edit.
  6. Select Edit.
  7. Make the necessary changes to the selected team. For additional information, refer to Add a new team.
  8. Click Save.

Set a team as default

To set a team as default:

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Teams tab from the left navigation.
  4. If you're a member of multiple organizations, select the organization you want to view from the  Teams dropdown menu.
  5. Select the Actions (...) menu icon associated with the team to edit.
  6. Select Set as Default.
  7. Confirm setting the selected team as the default team by clicking Continue in the confirmation dialog.

Remove a team

To remove a team:

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Teams tab from the left navigation.
  4. If you're a member of multiple organizations, select the organization you want to view from the  Teams dropdown menu.
  5. Select the Actions (...) menu associated with the team to edit.
  6. Select Remove.
  7. (Optional) Select a team to which to transfer the team's assigned apps.
  8. Confirm the removal of the deletion of the selected team, by entering the name of the team to delete permanently.
  9. Click I understand that this is a permanent and irreversible action. Continue.

Managing child organizations

The Child Orgs tab enables you to manage child organizations and to add a child organization to the selected parent organization. To add a child organization, refer to Create an Organization.

Managing usage

The Usage tab enables you to view the usage of allocated resources for the selected organization for the selected product or all products for the selected period.

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Usage tab from the left navigation. 
  4. If you're a member of multiple organizations, select the organization you want to view from the Usage dropdown menu.
  5. Select All Products or a specific product from the dropdown.
  6. Select a month and year from the dropdown.

Managing organization settings

The Settings tab enables you to:

  • Brand the Dashboard for the selected organization.
  • Configure and manage entity providers for AMPLIFY Platform authentication.

Branding

To brand the Dashboard per your organization's branding requirements:

  1. Sign in to the AMPLIFY Platform.
  2. Click on the User & Org menu and select Organization.
  3. Click the Settings tab from the left navigation. The Branding page appears.
  4. If you're a member of multiple organizations, select the organization you want to view from the Branding dropdown menu.
  5. Select your organization's logo. The logo will be displayed at a maximum height of 45 pixels, and the logo file must be less than 100KB.
    1. Click Choose File.
    2. Select the logo file to upload. Once the logo file is selected, the Branding Preview will update to display the selected logo.
    3. To remove the selected icon file, click Remove.
  6. Select your catalog colors. As you select your catalog colors, the Branding Preview will update to display the selected colors.
    1. Select or enter the Header Left color.
    2. Select or enter the Header Right color.
    3. Select or enter the Tile Border color.
    4. Select or enter the Tile Border on Hover color.
  7. Click Save.

Identity Provider

Refer to the Configuring and Managing Identity Providers (IdPs) page for details.

Troubleshooting

Icon

I was recently promoted to Administrator, but I cannot see applications from other users

  1. Sign out of the AMPLIFY Platform.
  2. Clear your browser's cache. You may need to restart the browser.
  3. Sign back into the AMPLIFY Platform.
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