Platform Administration

Platform Administration covers everything an administrator manages for the whole installation in the Admin area. Per-repository setup lives in Repository Configuration instead.

People and access

• Manage users and groups — accounts, groups, and directories.
• Security roles and permissions — how access control works, with the permissions reference.
• Assign security roles — hand roles to users and groups.
• Use groups to manage permissions — the pattern that keeps it manageable.
• Assign licenses — who gets which license.
• Map users to resources — link accounts to the people in the model.

Sign-in and provisioning

• Setting up Single Sign-On — SAMLSAML An XML-based standard for exchanging authentication and authorization data between an identity provider and a service provider. Process360 Live supports SAML 2.0 for SSO. with iGrafx IdentityiGrafx Identity The iGrafx identity and access management service that brokers authentication between customer identity providers and Process360 Live components., Okta, Entra ID, or ADFS.
• Synchronizing your user base — automatic user provisioning via SCIM.

Platform setup

• Server settings — every setting, tab by tab.
• Set the landing page and default dashboard — what users see first.
• Early Access and General Access — how feature stages work.
• Manage email and customize email templates.

Branding and customization

• Customize the platform — theme, logos, navbar links, chart colors, display names.
• Localize property names — translate your custom property names.
• Customize risk instructions — guidance for ICS risk data entry.

Reference

• License mechanics and the capability matrices (Creator/Collaborator, VCDA).
• Support settings — diagnostics, mostly used together with iGrafx support.