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.

Team members can manage all public and private projects they are a member of. Additionally, they can delete prototypes (made by others) in all public projects and private projects they are a member of.

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)

Email & password is the default 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

Self-service sign-up is disabled by default. This means that only service admins can invite new members to the Enterprise environment. Team owners and/or team admins can then add them to the right team.

To allow team owners and/or team admins to invite new members to the Enterprise environment, self-service sign up needs to be enabled by the service admin.

Allowing Specific Domains

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

Managing Members

In the Admin Dashboard, 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.
3. They will receive an email with an invitation link.
4. They will show as pending until they sign up via the invitation link.

Active

See all 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 who have been invited to the Enterprise environment but haven’t signed up yet. They aren't actual members yet.

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

• 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.

Managing Security Settings

Restricting Public Access to Prototypes

Restrict public access to prototypes for all editors at once. By default, these options are checked which allows editors to make their prototypes available to anyone with the link. Disable this option to keep all prototypes strictly within your ProtoPie Enterprise environment.

Learn more about sharing prototypes.

Configuring Session Duration and Inactivity Timeout

You can modify the session duration for all invited members. Members will be logged out after the session duration expires.

You can also set a session inactivity timeout for inactive members; representing the amount of time a member can be inactive before being logged out.

Changing the Service Admin

There can be multiple service admins in the ProtoPie Enterprise environment. At least one admin is required. To make someone else service admin, being one yourself, just change their member type.