Permissions & Settings

Permissions

Permissions allow being very specific in providing your Fluix team members with the rights to access the Fluix Admin Portal and manage its specific components.

Permissions are managed in the Admin Tab under the More -> Permissions section:

Account Owner

On top of the section, you can see the Fluix Account Owner name, a person who registered the Fluix trial account. By default, the Account Owner has full access to all sections and data in the Fluix account.

In case the owner of your Fluix account has changed, reach out to your Customer Success Manager or support@fluix.io who will update the records for your account.

Account Admins

The Account Admins can be provided with the permission to access specific sections or components of the Admin portal (let’s say, access to Billing or being allowed to add new users to the account) or given full access same as an Account Owner. 

The Account Owner and Admins with access to Roles can grant roles to the users. By providing a user with any role, you make him an Admin. There is no limitation on the number of admins in Fluix, but each user can be granted one role only. After doing that, you will not see this user’s name in the list upon creating or modifying a role.

Let’s see how to create an Admin role, edit, duplicate, and delete it. To proceed, please go to the Permission tab under the Setup section of the Admin Portal.

How to Configure and Manage Permissions

Step 1. Click on the New Role button and select a template from the list or create a custom role from scratch by selecting a Blank Template.

Step 2. Select users to whom the role will be applied. You can choose 1 or multiple users at once.

Step 3. Give a role name in the top left corner. 

Step 4. Grant access rights. Depending on the role you have in mind, you can select the areas in Admin Portal you want your Admins to have access to.

• Global Permissions: This section gives access to the main areas in Admin Portal such as Form Builder, Billing, Security settings, Permissions, Third-party Storages, and GDPR. 
  

• Access to Fluix Storage: If you use Fluix Storage, you can give users access to either the full storage or just certain folders:
  

• Access to Groups: This section provides control over all or selected Groups of users that your admins can manage.
  

Step 5. Save and apply changes.

How to Edit, Duplicate and Delete Permissions

To edit a role, select it and click Edit Role:

To add a user to an existing role, open a role and select one on the left-hand side under Add User:

To duplicate a role with the same list of permissions, select it and click Duplicate Role. A new role will be created with the clone tab in the name. Rename it and add users to finish the setup. 

To delete a role, select it and click Delete.

In case you have any questions on setup, contact our team at support@fluix.io and we’ll be happy to help you.

Security Settings 

To manage access to the account, please open Admin Tab -> More -> Settings tab:

Allow working offline for the iOS device — this feature allows you to determine whether your end users can work on their mobile devices offline. If activated, users can open the app with no Internet connection and access documents they’ve previously synced. The setting allows working offline for the number of days you determine, past which users will be logged out of the application and will need to connect to the Internet to sign back in.

Two-factor Authentication — an extra level of security for Fluix account admins. If enabled, Admins will be prompted to enter a login, password, and unique pin that will be sent to a cell phone each time the Admin is trying to access the Admin Portal.

Keep Deleted Fluix storage documents for — the amount of time during which you’d like Fluix to keep documents that were deleted from Fluix cloud storage on our servers.

Password complexity — allows you to define the level of complexity of passwords that end users choose to log into the app.

Enable Single Sign-On (SSO) using SAML — allows users to use one set of login credentials to securely access multiple applications. To enable SSO for your account, contact your Success Manager or write to us at support@fluix.io. 

After SSO functionality is being enabled for your account, the check box for selecting SSO will become active, and the fields will become fillable:

• Company email domain — the domain name of the sign-in URL which is used for logging in using SSO.
• SSO URL — the identity provider URL to which the user will be redirected from Fluix upon selecting the SSO authorization.
• User ID Attribute — the field name in the response of the identity provider which contains the user email.
• Certificate — certificate file which is used to verify the identity provider’s request.

On the right, you may find links that should be implemented in your SSO solution, such as ACS URL and Entity ID.

Once the changes are made, to save and implement them, click the Save changes button. 

In case you have any questions on setup, contact our team at support@fluix.io and we’ll be happy to help you.