Service Admin

The service admin oversees your entire ProtoPie Enterprise environment. They manage members, teams, and authentication.

See how the service admin differs from other member types.

PrivilegesService AdminTeam OwnerTeam AdminMember
Manage ProtoPie EnterpriseNoNoNo
Manage all teamsNoNoNo
Manage all membersNoNoNo
Create teamsNoNoNo
Delete a teamNoNo
Manage a teamNo
Invite new membersNo
Assign team adminsNo
Assign rolesNo
Remove membersNo
Manage projectsNoDepends
Delete prototypesDepends

If you are a member and have problems with your account or team, contact the service admin in your company.

Setting Up ProtoPie Enterprise

  • Private Cloud: Use the Enterprise URL you received. The link structure is https://xxxxx.protopie.cloud.

  • On-Premises: Use the Enterprise URL you received from your IT team that installed ProtoPie Enterprise.

Enter the Enterprise URL in your browser to go to the setup form. To set up your ProtoPie Enterprise environment and your service admin account, complete the setup form.

Managing ProtoPie Enterprise

The admin dashboard is where you can manage your ProtoPie Enterprise, members, and teams.

In the Admin Dashboard, under Information, find details about your ProtoPie Enterprise environment, e.g., name, expiration date, and version number.

Managing Authentication

In the Admin Dashboard, under Authentication, find an overview of authentication and sign-up methods.

Configuring Single Sign-On (SSO)

By default, email & password has been enabled as an authentication method. If you'd like to use single sign-on (SSO) for ProtoPie Enterprise, enable SAML or OIDC. Learn more about configuring SSO.

At all times, it's required to have at least one authentication or SSO method enabled.

Enabling Self-Service Sign-Up

By default, self-service sign-up has been disabled. This means that people can only sign up and become a member when they are invited.

If you'd like people being able to sign up without invitations, enable self-service sign-up.

Allowing Specific Domains

To only allow email addresses with specific domains to be used for sign-up, enter the allowed domains used in your company.

Managing Members

In the Admin Dashboard, under Members, find an overview of how many editors and viewers there are in your ProtoPie Enterprise environment. Also, see how many editor seats are taken and how many are still available.

Manage all the members (regardless of their teams). You can see 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.

  3. They will receive an email with an invitation link.

  4. Until they signed up via the invitation link, they will appear as pending.

Active

Find the members who signed up by creating an account. If you click on a member, you can see more detailed information, e.g., what team(s) they are part of, or when they last used ProtoPie.

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

Deactivated

Find the members who have been deactivated. Deactivated members cannot use their accounts. Therefore, they cannot use ProtoPie Enterprise.

If someone needs to use their account again, reactivate their account.

Pending

Find the people invited to your ProtoPie Enterprise but didn't sign up yet. These people aren't actual members yet.

In the overflow menu on the right per pending member, there are three options.

  • Copy invitation link: If you need to share the invitation link directly without email, copy this link directly.

  • Resend: Resend the invitation email.

  • Cancel: Cancel the invitation.

Managing Teams

ProtoPie Enterprise allows your organization to have multiple teams in a single environment.

In the Admin Dashboard, under Teams, find an overview of all the teams in your ProtoPie Enterprise environment.

At a glance, see all the teams there are, who the team owners are, and how many members each team has.

Creating New Teams

  1. Click on Create New Team.

  2. Fill in the team name.

  3. Assign a member as the team owner.

Team Information

To see more detailed information about a specific team, click on the team.

Per team, find an overview of how many editors and viewers there are. You can see their status (active or pending) and adjust their roles.

Each team has a single team owner but can have one or multiple team admins. Learn more about team owners and team admins.

If you need to make someone the team owner or admin, adjust their member type. Therefore, as the service admin, you can adjust members their member types per team.

Changing the Service Admin

There can only be one service admin per ProtoPie Enterprise environment. If someone else needs to be the service admin, you cannot be the service admin anymore.

There are two ways to make someone else the service admin.

Transferring Your Account

If the other person isn't a member yet, change the email address to transfer your account.

  1. Go to your Account Settings.

  2. Change the email address.

  3. Change the password to a temporary one.

  4. Ask the new service admin to change the password after logging in for the first time.

  5. They can change their first name, last name, and username as well.

If you'd like to stay on as a member, the new service admin, a team owner, or team admin should invite you and assign you a role.

Changing Manually

If the first way doesn't work, contact us at enterprise@protopie.io and let us know who should be the new service admin. We'll make the change manually.

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