Using the Administration options in Astrato
From the lobby sidebar, click Administration to view the options linked to the administration of Astrato.
The sections available for view are linked to role type and customer level.
Figure 1: Administration home visible to users with Create and Viewer roles.
Please note: Users with Owner or Admin access have access to System Settings and Enterprise Connection as well.
Contents
Enterprise-level customers
This is the full options in Administration for Enterprise level customers.
Figure 2: Administration home - Enterprise-level customers see Enterprise Connection and License and Usage
Options in the Administration section
General:
Appearance:
Default view:
Reporting:
AI:
| |
List of all users, when their account was added, and what type of role they have in Astrato (Owner, Admin, Creator, and Viewer). | |
Invitation Links | Generate and manage invitation links for the tenant. |
Groups | Create and manage users association to groups. |
The Teams section is for Enterprise-level customers to organize their users in teams. | |
Tenant Permissions | Manage and review requesters to access data assets. |
Set up connections via Login or Access integration. | |
Create embed links to share views of your live data in other systems | |
The License & Usage section allows Enterprise-level customers to organize their users and assign them to teams, with each team assigned the most appropriate licensing model. | |
Use this area to manage media used in your Astrato tenant. | |
Export | Export the tenant metadata: workbooks, users, objects, etc. |
Lists in the Administration section
In all the Administration sections of Astrato, when there are lists, you can:
Filter the fields in columns (click the filter icon beside the column name).
Adjust how many rows per page are visible to 5, 10, 25, and 50 (change this from the bottom of the list)
Figure 3: Change the number of rows visible in a list
System Settings
General: Workbook Gallery
Explore the workbook gallery on the Astrato website and import workbooks to your tenant to reuse actions and designs.
General: Execute SQL Action
Slide the toggle to allow users with the Viewer role to execute custom SQL queries. A warning will appear to confirm whether you want to allow this permission to users with a Viewer role.
General: External Embed Links
Slide the toggle to allow users to create external embed links.
This option permits the creation of an object, group, sheet, or workbook without any authorization.
General: Enable Writeback on External Embed Links
Slide the toggle to allow users to enable Writeback on external embed links.
Enabling this option requires enabling the "External Embed Links" option.
General: Execute SQL Action on External Embed Links
Slide the toggle to allow users to use actions on external embed links.
Enabling this option requires enabling the "External Embed Links" option.
General: Creators can upload shared media
Creators can upload shared media. Allow users with the Creator role to upload available media to other users in the list of Gallery images under the Shared media heading.
General: Allow for automated reporting on behalf of users
Slide the toggle to enable the execution of automated reports without the user having to log in.
General: SCIM Provisioning
Enabling SCIM will generate a secret token for you to use in your SCIM provider.
More details on SCIM can be found in this article.
General: Allow for automated reporting on behalf of users
Slide the toggle to enable the execution of automated reports without the user having to log in.
General: Force two-factor authentication
Force users who use a user and password to log in to Astrato to set a two-factor authentication using an authenticator app.
General: OEM API
Enabling OEM API generates a client ID and client secret keys to automate login operations for your tenant.
Appearance - Lobby theme selection and customization
Control and modify the whole lobby experience for users. Select a predesigned theme, adjust it to your brand colors, and add your company's logo (hover over it, click Upload or Reset).
Click on the color in the Custom Theme area to view the color picker; you can enter color codes that are Hex, RGB, or HSL and select whether you use the white or dark font color.
Figure 7: Astrato Lobby and appearance theme options
Default View - Set the entry point for users by their role type
An Administrator can select the area of Astrato that displays after login by user role type.
The view options are the Data, Collections, or Workbook area of Astrato. Click the radial button for each user role type from the displayed table.
An example of the use would be to have all Viewers open at the view of the list of Workbooks or Collections.
Figure 8: Click the radial button for each user role type to select their view in Astrato after logging in.
Reporting: SendGrid
Configure your own SendGrid Account.
Sending emails to external addresses (not an Astrato user) is only supported when setting up a SendGrid account.
Set up a SendGrid Account here.
Reporting: Timeout
Set the timeout for running a scheduled task.
