You can access the settings by clicking on your profile photo in the top right corner and selecting 'Account Settings.' Or, you can find settings on the left-hand side menu bar. 

You will find the following tabs on the settings page:

Account settings

The account settings feature lets you change your name, work mail address, phone number, and profile picture. You can reset your password or enable two-factor authentication from the same tab.

To Enable 2-factor authentication, click on Setup Now button highlighted above. Once clicked, four options will appear on the screen. Refer to the below screenshot:

One can set up 2-factor authentication using a Phone number, Authenticator, Email & Recovery Code. 
If one clicks on Setup for Phone Number, the below screen will appear. Here a user would have to enter his work number and click on Send Verification Code.

The entered phone number has to be valid; else the below error will come:

Once a valid number is entered, a verification code is sent to the same number.

After entering the verification code, the below screen will appear where a user can keep the backup verification code safely & he has the option to download the same in the pdf option.


Similarly, the above steps can be done for Email, Authenticator & Recover Code.

Your organization

You can modify organization details from this tab, such as company name, IT owner, Payment owner, etc.

This tab lists all the trusted domains Zluri has identified from your organization's data. Domains of the organization are fetched from the SSO. You should verify and ensure all the domains approved for use by your organisation are listed here.

Trusted Domains are essential as they segregate an organization's employees and external users. 

An organization must add the Trusted domain separately if these are not fetched through SSO Integration. To add the domains - share a mail to support@zluri.com mentioning the domains that need to be added.

Zluri can add, remove and verify domains from the backend. This customer needs to submit a request through the customer success team, and a support ticket will be raised for this request.

You can also select the primary source for various data points in the application. If Zluri fetches the same data from multiple sources, it will display the data in the platform based on these data points from the primary source. 

Now the user can select the primary source for additional data points to Zluri, highlighted in the snapshot below. These are Employee Lifecycle status (which gives users data), Reporting Manager, Joining Date, Personal Email, Cost Center & Business Unit. The Users data point is replaced by Employee Lifecycle Status, which serves the same purpose. 

If the user hovers over the down arrow of the Employee Lifecycle Status data point, he can see "Show Advanced Settings." If he clicks on the down arrow, he can select two additional options based on his preference. Please refer to the below screenshot:

If the first option is selected, he can import users based on the verified domains, which is the existing logic.

If the second option is selected, he can import the users based on the specific application that he has set as the primary source of truth for users. From this option, an external employee will become an employee if he is an active user of that application.

By selecting both options, users will be able to use both functionalities together, i.e., users will be added to the Employees based on verified domains and who are not on verified domains but active on any application set as the Primary source of truth.

Administration

The Administration Members section, as shown above, lists all the members that currently have access to your workspace, their email-ids, permission levels, and their last login details.

Add Administration Member

You can also invite members. You can click the '+ Add' button to add a new member. 

After clicking the Add button, another screen will appear to search for names and send mail to them.

Enter the name, select the permission level & send an invite. The user will receive the email and can accept the invitation.

Zluri has the following roles built into its platform. These roles can be assigned:

Admin: Multiple admins can be added to Zluri, & these admins have access to all modules & privileges to carry out day-to-day administrative tasks. 

Viewer: Admins can add any user with a 'Viewer role' with read-only access to all modules. Cannot take any specific action.

IT Admin: Users with IT Admin roles can access all modules except the Transactions module. They can add applications and users, assign users to applications, add departments, add users to departments, assign owners to applications, etc. 

Finance Admin: Users with this role have access only to the Overview module, Transactions module & the Integrations module in Zluri. They can add transactions, map those transactions to applications & archive transactions, etc.

Procurement Admin: Users with this role have access only to the Overview module, Transactions module & the Licenses modules in Zluri.

Integration Admin: Users with this role have access only to the Integration and Workflow modules.

Security Admin: Users with this role have access only to the Security module, Reports module, and Application Overview modules.

Super User: Users with this role can access all modules except Audit Logs and Settings.

IT Viewer: Users with this role have read-only access to the Overview module, Applications module, Users module and Departments module.

Owner: Users with an admin role won't be able to assign an owner role to any user. The owner can access all the modules and have write permissions.

Suppose admin logins; users with the Owner role will be greyed out. Please refer to the below screenshot:

Remove Users Access

When the employee with admin access leaves the organisation or needs access changes, we can make those changes.

The administration tab under settings has a list of administrators, and the permissions can be changed from the Permission column.

The following images give us information about how we can make this change. If the admin clicks on the “Remove User” option, a popup will appear which asks for confirmation of the intended action.

By clicking on the “Remove admin”, the user can be removed from the Administration members list.

There is one more option here to re-invite members, and it is known as “Resend invitation”. This option is available if the user does not respond to the first invitation within a period.

After clicking on resend invitation, the invitation goes to the user to respond to it, and the “Sent” option appears in place of “resend invitation”.

Custom Fields

You can add custom fields to Applications, Users, Departments & Transactions to add any additional information you would like to store regarding these entities.

To add a custom field, Please navigate to the 'Settings->Custom Fields' section & click on 'Add new field' under the entity you want to add a custom field to.

Next, you will need to select the type of field. Type in the field name and suggested values (if your field type is a drop-down list or boolean) and click save. 

The added custom field will appear in the respective entity's overview screen.

Scheduled Exports

This tab lists all the scheduled sports from the system. It lists the following fields about the scheduled exports.

Custom Apps

Custom Apps are applications either added by you or identified by us through our integrations that are not present in our database.

To view details of these applications, tap/click on 'View App.'

Billing

You can use the billing by contacting us through chat, mail, or phone.

Notifications

Zluri's notifications can be classified in the image below.

The administrators can select the type of notification they wish to receive, and Zluri will deliver that kind of notification in the app & through the mail. The list of notifications is available as follows:

Product update notifications: If enabled, Zluri sends daily & monthly summary emails to the user.

Optimization recommendations: If enabled, Zluri spends recommendations on how to optimize the usage of licenses & spends to the users.

Product usage guides: If enabled, Zluri sends emails regarding how to use some product features to the user best.

Unusual trend alerts: If enabled, Zluri sends notifications whenever there is a sudden change in the number of users, usage & spend for any application.

Security alerts: If enabled, Zluri sends notifications regarding security updates regarding the applications.

Restricted app summary emails: If enabled, Zluri sends notifications to the users whenever there is an activity for a restricted application.

Restricted app alerts for employees: If enabled, notifications will be sent to the users of restricted applications to stop using the application

Notes

You can add Notes to applications, users or departments to save any important information regarding those entities.

You can also set a reminder for a note by clicking the ‘bell’ icon. 

Overview:

The security admin role provides access to the security, reports and application page of Zluri. They cannot access transactions, spends, licenses, integrations & workflow modules.

The snapshot is attached for reference.

You will find this by navigating here:

Settings>Administration>Select Permission.