The Admin Console offers extended settings only available to the administrator (admin) of your organization. The admin may review organization activity, view Services, and manage users within the organization, customize author interfaces, and create themes to match the organization's corporate identity.
How to gain an overview of your organization
In this section, learn how to gain an overview of your organizational activity through the optimal use of the Admin Console. Specifically, learn how to access the Admin Console, check your organization's statistics, view published and unpublished modules, as well as, manage users within your organization.
Accessing and exiting Admin Console
To access the Admin Console follow the steps below:
- Log into your BRYTER account. Note that you need specific admin rights to access the Admin Console.
- Click your name on the Navigation bar at the top of the page.
- A drop-down menu will appear. Click "Admin Console" to access.
- To exit the Admin Console, again, click your name on the Navigation bar at the top of the page.
- Click "Exit Admin Console" to exit.
- Alternatively, click "Exit Admin Console" on the bottom left corner of the page.
[ 1 ] Exit Admin Console or log out of your BRYTER account.
[ 2 ] Exit Admin Console: Return to Modules dashboard
[ 3 ] Organisation Activity: Landing page – View aggregate statistics for your organization over the last 28 days.
[ 4 ] Modules: View published and unpublished modules in your organization.
[ 5 ] Users: View and manage all users of your organization here.
[ 6 ] Settings: Customize the interfaces to be seen by your authors.
[ 7 ] Theme Library: Customize the look of your BRYTER module that is being sent out to your end-users. Authors will be able to select from these themes.
[ 8 ] Integrations: Set up integration configurations for authors to use in their modules.
View all the Services in your organization. Services are sorted by last updated and also display all collaborators. Admins can retrieve or troubleshoot authors by adding themselves to the Service.
One of the main tasks of an organization's administrator is the Module and Service Management. The Services tab provides you with an overview of all Services containing published and unpublished modules in your organization. You can use the Search bar to search for a specific Service by name.
As an admin, you can also add collaborators to already existing Services. Add yourself as a collaborator to the module by clicking "Edit" next to the Collaborators column. You will now have access to view the modules by clicking the Service name in the Name column.
Module and service management is very important. Imagine the following situation: Author X is working on a module that needs to be deployed by a certain date. Author X unexpectedly falls ill. Author Y needs to take over but has no access to the Service created by X. As an administrator, you can access Services in the Admin Console and add Y to be a collaborator on X's Service. Y can now work on the modules in the Service.
Admins can view and manage all users of their organization here.
Another main administrator task is User Management. Click the Users tab in the Navigation bar to manage user accounts. You can see all of the users in your organization, including their First and Last Name, E-Mail Address, Role, and State. The users are sorted by the first letter of their Last Name.
As an administrator, you can [ 1 ] add new users and [ 2 ] Send activations. You cannot modify, deactivate, or delete accounts. Modifications and deactivations can be made in consultation with your Customer Success Manager (CSM). If you encounter any issues with User accounts, feel free to reach out to your CSM for support.
Click "+ New User" to add a new user. A pop-up window will appear. Enter the First Name, Last Name, E-Mail Address, and Role of the new user. Note that certain accounts may be limited and dependent on the subscription plan you have selected. Please, refer to your Customer Success Manager (CSM) for support.
For instance, author accounts are named accounts and only a certain number of these is assigned to your organization.
As an admin, you can send activations to user accounts. An activation link is only valid for the duration of 24 hours. After 24 hours the link becomes invalid and has to be sent out again. Consider time zones when creating new user accounts. Note that certain Firewall settings can cause the activation link to end up in the spam folder. Let the user know to check their spam folder if they do not receive an email with an activation link.
Customization of your organization and modules
In this section, learn how to get the most out of BRYTER through the customization of your organization and modules. Specifically, learn how to customize the interfaces displayed to your authors, as well as, how to create impressive themes that will make your modules shine.
Customize the interfaces to be seen by your authors.
As an admin, you may set certain default configurations for the authors within your organization. When an author decides to publish their module, the default settings will come already pre-selected. However, the author remains in full control of changing the settings prior to publishing.
Configuring default settings can be incredibly helpful: For example, you can set a consent message that will be displayed when the author is publishing the module.
Note that the selections can be made for two types of publishing: Test and Live. BRYTER differentiates between two environments. While the test environment simulates how a module will look and work in its final stage, the live environment is the final product that may be made available to the users.
Selection not possible
Customize the look of your BRYTER module that is being sent out to your end-users. Authors will be able to select from these themes.
The Theme library enables you to create themes that match your organization's brand requirements and corporate identity. Manage [ 1 ] already available themes or [ 2 ] create a new theme. A [ 3 ] preview mode ensures a fast and easy overview of your selected theme. You can customize your theme, among other things, by uploading your own logo or custom font.
You can upload your own logo which will appear in the header of your module. Supported file formats are .png, .jpg, .svg and .webp. Recommended minimum picture width size: 100px.
In the Typography section, you are able to define the fonts and the font sizes of the heading and the text. By selecting "Upload custom fonts" in the drop-down list, you can upload and use your own fonts. The supported file format is .woff. Other file formats like .ttf or .otf can be easily converted with online converters.
You can specify different color types by using the color picker or inserting the HEX code of the web color you want to use. The custom brand color represents the predominant color in the module and will influence the appearance of the selected inputs as well as navigation buttons and the color of the progress bar. The other color types refer respectively to the color of the heading, the text, and hyperlinks.
In this section, you can set up further settings regarding the navigation and the appearance of the modules that will use the theme you have created, e.g. enabling the navigation or progress bar.
Reach out to your Customer Success Manager (CSM) for extended options or further support.
Refer to the Themes Editor article for a more detailed account on this topic.
Best practices for managing your organization
In this section, learn about best practices, as well as, tips and tricks for managing your organization.
Check your email settings within your organization
Please ensure that system-generated emails wrongly flagged as spam are whitelisted. Your internal systems or firewall administrators can usually ensure that emails from official BRYTER email addresses such as email@example.com or firstname.lastname@example.org are not incorrectly categorized as spam emails. For instance, this will safeguard that new users have no trouble receiving activation emails when new accounts are set up by administrators.
Set out clear instruction for publishing modules
Set out clear instructions for authors that wish to create a module containing client or sensitive information. Your internal users should contact the administrator as this might require extra configuration for the module, e.g. setting passwords or enabling logins via SSO (if SSO has been set up).
Admins should also suggest or enforce a naming convention that is helpful to differentiate between internal and external-facing modules. For instance:
- [internal] if the module is only intended for an internal audience (e.g. colleagues);
- or [external] if the module is intended for external users (e.g. clients).
The new test and live environment can assists admins to better understand which modules are still being tested internally and which use cases are fully rolled-out to users. In the Admin Console, admins can also select publishing defaults and a consent message in the Settings section. Additionally, we recommend setting up a process where authors notify their admins once their module is ready to be officially launched in the live environment for a final review. This will help administrators to keep better track of internal development and to adhere to contractual limitations.
Set up a use case intake system and reach out to your CSM for support
Administrators are encouraged to set up a use case intake system for each new use case. In addition, educate authors regarding internal approval structured. Admins often help with assessing feasibility of the use case and point towards the right resources, best practices, and/or the best approach if the authors are building the module themselves. To support admins and authors, BRYTER provides a broad range of business services that can be planned and organized for each customer individually. Your Customer Success Manager (CSM) can support you with ideation sessions to identify additional use cases.