Businesses

Manage businesses and sub-businesses with comprehensive controls for users, settings, and configurations.

Business Management Overview

Business Management in the Platform allows business-admins to manage businesses and sub-businesses. Business-admins can create businesses, configure branding (logo, colors), manage Azure OpenAI keys, and add users with specific roles (admin, support, user). You can also set up custom email, allowed domains, SSO, file upload limits, and agent assist integration.

Access Path:

Login to the Platform
Go to Admin in the header navigation
Select Businesses

Businesses can be viewed in a sortable and searchable table, with details like name, address, and phone. Business-admins can edit business details, select apps, and assign AI key types. Only business-admins can modify business data, ensuring control over user access, settings, and advanced features.

Add Business

Business-admins can add a new business using a guided, four-step form for onboarding. Enter basic business information, configure AI keys, select apps, and set up branding elements.

Step 1: Basic Information

Step 2: AI Key Configuration

Step 3: App Selection

Step 4: Branding Setup

Four-Step Process:

Enter business name, address, email, phone, and unique slug
Select and configure AI key type (Inherit, Use My Own, Vault)
Choose from available apps to associate with business
Configure logos, colors, and theme elements

Throughout the process, form validation ensures data integrity, and visual previews help confirm selections.

Edit Business

The Edit Business function allows business-admins to modify details of an existing business. Access this feature from the actions column of the business table.

Edit Business Access

Edit Business Form

Change contact information (name, address, email, phone)
Modify the list of associated apps
Reconfigure AI key settings if necessary
Update branding elements and theme colors

All changes are saved instantly, and updated data is reflected in the business table.

Business Selection

When a business-admin is associated with multiple businesses, a dropdown selector allows switching between businesses.

Dropdown selector shows all accessible businesses
Page refreshes and loads details of selected business
This feature enables efficient management of terminology across multiple business entities.

Business Table Structure

All businesses are displayed in a table view that provides a clear overview of business data and available actions.

Table Columns

Business Name - Display name of the business
Address - Business location details
Created By - User who created the term
Actions - Edit and Delete options

The actions column offers quick access to editing a business, viewing its users, and accessing configuration options.

Search and Sort Businesses

Users can search businesses based on multiple criteria and sort the table view for better organization.

Search Functionality

Sort Functionality

Search Criteria

Search by business name
Search by business address
Search by phone number

Sort Options

Sort by business name (ascending/descending)
Sort by address (ascending/descending)
Toggle between ascending and descending order

Efficient tools for managing large numbers of teams

Business User Management

Each business has its own group of users, which can be accessed by selecting 'Users' from the actions menu in the business table.

User Management:

Select 'Users' from the actions column in business table
System redirects to dedicated user management interface
View, add, edit, and remove users for the business

From the user management interface, admins can see all current users of the business, add new ones, or update/remove existing users as needed.

Add Users to Business

Business-admins can add users with email addresses and assign specific roles (business-admin, support, or user).

Add User Button

Add User Form

Required Fields:

Full Name (required)
Email Address (required)
Role Selection (required)
Contact Phone (optional)

Available User Roles

Business Admin - Full access to business management
Business Support - Limited administrative access
User

Once added, users appear in the business's user list and gain access to relevant features based on their assigned role and token limits.

Edit Business Users

Each individual user can be edited to update their information and role assignments.

User Table View

Edit User Form

Editable User Fields

Full Name
Email Address
Username
Contact Phone Number
User Role
AI Token and Storage Limits

The user table includes search functionality and sorting options for efficient user management.

Delete Business Users

When a user should no longer have access to a business, they can be removed using the 'Delete' action beside their name.

Delete User Action

Delete Confirmation Dialog

Warning: User deletion is permanent and cannot be undone. The user will be immediately disassociated from the business.

Upon confirming deletion, the user is immediately removed from the business and loses all associated access.

Connect Custom Email

Business-admins can set up custom email configurations to connect Google or Outlook email accounts for business communications.

Supported Email Providers:

Google Gmail integration
Microsoft Outlook integration
SMTP connection option

This feature enables businesses to use their own email accounts for sending automated emails and notifications through the platform.

Allowed Domains

Business-admins can configure domains that are permitted to sign in, ensuring only trusted entities have access.

Domain Management Features

Add trusted domains to the allowed list
Remove domains from the allowed list
Domain validation and verification
Secure access control based on email domains

Security Note: Only users with email addresses from allowed domains can access the business, maintaining secure access control.

Configure Single Sign-On

Single Sign-On (SSO) can be configured to allow users to authenticate using their existing Microsoft or Google credentials.

Microsoft SSO Setup

Google SSO Setup

Supported SSO Providers:

Microsoft Azure Active Directory
Google Workspace
Option to disable regular email login

Once configured, users are redirected to their respective identity provider during the login process for seamless authentication.

Configure Agent Assist

To integrate email with your agent assist system, connect the Google or Microsoft account that will be used for sending emails and provide the required API credentials.

Agent Assist Email Providers

Agent Assist Configuration

Setup Requirements

API credentials for Google or Microsoft accounts
Email integration configuration
Callback URL setup for OAuth applications
OAuth application settings in respective platforms

This integration enables automated email sending and receiving through agent assist systems.

Configure Upload Limits

Business-admins can set maximum sizes for files and folders, as well as configure AI token limits and storage restrictions.

Configurable Limits

Maximum File Size (per individual file)
Maximum Folder Size (total folder content)
Overall Storage Limit (per user)
AI Token Limits (overall and monthly)
Monthly Usage Restrictions

Limit Enforcement: These limits apply to all users within the business and help manage resource usage effectively.

Configure Business Features

Business-admins can enable or disable various features to customize the platform behavior according to their business needs.

Available Features

AI Text Translation - Enable automatic text translation
Document Translation Server URL configuration
Restrict access to the Credentials tab
Mapbox API Key for map visualization
Personal API Key Generation Secret

Feature Customization: Enable or disable features to tailor the platform's behavior to your organization's specific needs and security requirements.