# Introduction The goal of Uplynk Accounts 2.0 is to make it easier for an Uplynk customer to manage their content and accounts. Content is detached from individual Uplynk users, improving overall security and allowing more flexibility. Single Sign-On (SSO) was added as part of this effort for those who require this enhanced corporate security. Using SSO also adds the ability to auto-provision Uplynk users. If it is desired to use SSO, please contact your Account Manager or Uplynk Support. Onboarding help documents for integration with Okta are here: * [Uplynk OIDC Integration with Okta](doc:sso-onboarding-okta-oidc) * [Uplynk SAML Integration with Okta](doc:sso-onboarding-okta-saml) Uplynk Accounts 2.0 will exist concurrently with existing logins until existing logins can be migrated. During migration, a user will be able to switch between using Uplynk Accounts 2.0 and the previous account management methodology. # Benefits Accounts 2.0 provides the following benefits over our legacy account management: * SSO provides corporate security and user control. * Users are auto provisioned via SSO so no more manual processes required. * Uplynk customers have the ability have their own administrators. * Can control user permissions per job function. * Individual users do not “own” content so no account switching required. # New Concepts ## Workspace A **workspace** is the main area where Uplynk content will be created and managed. An Uplynk customer would have different **workspaces** for VOD and linear content for instance. A **workspace** is NOT tied to individual users. Only Uplynk can create **workspaces** at the present time. **Workspaces** have API keys similar to how an existing account has API keys. At the present time, **workspaces** can only be created by Uplynk Support. In Accounts 2.0, **workspaces** replace the idea of individual users having their own content. **Workspaces** have a Workspace ID, an alphanumeric system-generated field that identifies it. This was formerly known as a User ID. ## Organization An **organization** is the top-level to which multiple **workspaces** roll up. An organization has one or more **Organization Administrators** (**Org Admin**) to administer users and permissions. Permissions can be assigned to one or more workspaces by an **Org Admin**. Billing rolls up to an organization but is calculated at the workspace level. Organizations are created by Uplynk Support.

## Users/Members **Users** are independent from **organizations**. Users can sign up for their own Uplynk accounts but will not be able to do anything until invited to an organization by an **Org Admin**. Users in an **organization** become **members** of the **organization**. A **user** can be a **member** of one or more **organizations**. A **member** can be removed from an **organization** by an **Org Admin**. Users have a list of **workspaces** to work in when they log in. If SSO being used, **users** will be automatically provisioned on their first login. Depending on the SSO configuration, the **user** will automatically be added to an organization as a **member** or will manually have to be added to the **organization** by an **Org Admin**. If **users** need to have access to multiple **organizations**, SSO cannot be used. An **Org Admin** can also remove members from their organization, say if the person leaves the company. ## Groups and Roles Members of an **organization** are assigned to **groups**, which are essentially a job function (e.g., Content Creator). **Groups** have assigned **roles** which are a set of permissions in the Uplynk system needed to perform a given function (e.g., the ability to create content). A **role** can give access to one or more **workspaces**. Groups can have a "hint" assigned, basically a tag to make it easier for members of groups defined using SSO to be automatically assigned to groups in Uplynk. # User Experience For this section, there is a single organization called _Acme_ that contains a single workspace that is also called _Acme_. This is the simplest example of Accounts 2.0, having a single organization with a single workspace. ## User Logs into a Workspace When a user logs in, their current workspace and organization are shown at the top left. The workspace is on top in bold and the lower is the organization. If a user is a member ofmore than one workspace,the user can change workspaceshere using the down arrow. A user also has the ability to set a default workspace in **User Settings** if they have access to more than one.

To switch to another workspace, click on the down arrow in the workspace box at the top left. You will then be able to switch workspaces and/or pin favorite workspaces.

## Display Workspace Information (Member View) A member can view information about their current workspace by clicking **General** under the **Settings** menu.

## Setting a Default Workspace You can set a default workspace for when logging into Uplynk. If you do not set a default workspace, you will be logged into the workspace you last used. To set a default workspace, go to **User Settings** by clicking on your username in the top-right corner and selecting **User Settings** from the dropdown menu. ![](https://files.readme.io/f223a9de9dca9c03c5b696d25a7b753f24ae2740a9776e48de1c117f24ca76ef-image.png) Then click **Manage Default Workspace** which will allow you to set the current workspace as the default or to clear the default workspace. ![](https://files.readme.io/0c88fc928dad077391b7fd07c0e28b95e05f3f914e863d799c4edb729ab32828-image.png) ## Switching from Legacy Account Management to Uplynk Accounts 2.0 To use Accounts 2.0 instead of legacy account management, click on **Settings** and select User Settings. On the User Settings scrren, scroll down and select **Toggle to Accounts 2.**

Once you switch to Accounts 2.0, any content that was previously in your personal account under legacy account management is no longer viewable. If this content needs to be migrated to Uplynk Accounts 2.0, please contact Uplynk Support. ## Reverting to Legacy Account Management A user cannot revert to legacy account management if an account did not exist in this environment. Also, Uplynk does not allow the ability to switch back to legacy account management by default. If this functionality is needed, please contact Uplynk Support. To revert to using legacy account management, click on your username at the top-right and select **User Settings** from the dropdown menu which will display the User Settings screen. On the User Settings scrren, click on **Revert to Legacy Version** to change to the legacy account management scheme.

# Organization Administrator Functionality An Org Admin has additional abilities for managing the organization including enabling members and setting roles and permissions. If a member does not have Org Admin rights, these controls will not be accessible. ## View Administration Settings To view **Administration** settings, click on your username at the top right and then select **Adminstration** from the dropdown menu. ![](https://files.readme.io/ec9720224752fd81bae2d314307767759e395ee7775cf5c9440f493521931f5c-image.png) ## Organization Information Organization information is found under the **General** tab of **Administration** settings. This page contains information about the organization including contact information for important personnel. Also on this page, an Org Admin can enable/disable the ability for Uplynk Support to have access to this organization. It is recommended to have this enabled so that Uplynk Support can provide faster issue resolution.

## Workspace Information Information on workspaces in the organization is found under the **Workspaces** tab of **Administration** settings. This page contains information about the workspaces such as if they are active and when they were created. ![](https://files.readme.io/760d45e457a03fb043b48481a88c6db524344bd11bcd6f934e70c7302aa4f7f1-image.png) When a workspace is selected, it is possible to view the content inventory for the workspace using the **View Inventory** button. This will show the number of VOD assets, number of channels, etc. ![](https://files.readme.io/195ba1fa2353019d6aca206f8cf4c58097027c08b0aeb5f074ba5d7b25aaefe1-image.png) If a workspace has been ported to Accounts 2.0, it may have a name that is no longer appropriate for its current use since it was previously the Uplynk Username. Changing the Uplynk Username may impact Slicer configurations. However, you can change the workspace name as it is displayed in the Uplynk CMS by setting a **Display Name** and clicking **Save**. ![](https://files.readme.io/61c561bf1cc8cf7c292877dee323d451472f28c67b1069c53677c218ca3dc14e-image.png) Once the **Display Name** is changed, it may require logging out and logging back in to see the change. ## Organization Members An Org Admin can show the members of the organization by selecting the **Members** tab of **Administration** settings. ![](https://files.readme.io/e3d4cb30f5a1993bdf0727f8353ba5d13e16252712b8c33ffc081402e28a8423-image.png) From this screen, an Org Admin can also add a member to the organization or delete someone from the organization. ## Adding a Member to an Organization To add a member to an organization: 1. Go to the **Members** tab of **Administration** settings. ![](https://files.readme.io/dcbaca71fd3ad7aa1353874009bf461b9862f177c5bd922acbee59afe7773720-image.png) 2. Click **+ Member**. ![](https://files.readme.io/a36c99af94aae364e1ac844289d870d3da873bb561a70abefa5d05a1331d8b26-image.png) 3. Enter the email(s) for the user(s) to add a members of the organization and select group(s) to add the new member to using the dropdown. ![](https://files.readme.io/c02b8fdefaf5cad75109cad5b4475ab4576275de70fb1918ce76d600e9a09a36-image.png) An email will be sent to the new member(s) to join the organization as shown below: ![](https://files.readme.io/c05a145c55fff3f3ca156f4f9e8901ec56b9273a8c080d33039e0a52d0abe054-image.png) If the newly invited member does not have an Uplynk account, they will be auto-provisioned and will receive another email to reset their password: ![](https://files.readme.io/8cb78d5e10f8cca5449710b375fd89af86ebf9a4edd330dfddfbd5c03961ce97-image.png) ## View as Member An Org Admin can view the Uplynk CMS as another member of the organization. This can aid in debugging user permissions. To view the Uplynk CMS as another member of an organization: 1. Go to the **Members** tab of **Administration** settings. ![](https://files.readme.io/7e3f0744562e40ccd2878ae16eaffddfec0601637ac615bd75c0e946d8513f42-image.png) 2. Click on the three vertical dots icon (also known as a kebab menu) for the user you would like to view the Uplynk CMS as, select **View As** and click **Start View-As**. ![](https://files.readme.io/9eee7d7f198f4c8749cd021bb03e250817635e0d98a0d1a0456c5499da65c8fc-image.png) Once enabled, the Org Admin will view as the selected member for one hour before automatically switching back to the Org Admin's view. ## Deleting a Member from an Organization An Org Admin can delete a member from an organization. This can be because the person has left the company or no longer needs Uplynk access. When SSO is used, if a person has left the company, they will no longer be able to log into Uplynk. However, their account still remains in Uplynk until it is removed by an Org Admin. To remove member of an organization: 1. Go to the **Members** tab of **Administration** settings. 2. Check the member(s) of the organizaton to remove. 3. Click **Delete Member** (if one) or **Delete X Members** (if more than one). 4. When prompted in a dialog, confirm the deletion of the members.
![](https://files.readme.io/c47d6be4625160c2854b6aedf0e7ea8a7d56fff337e6ea2f4b0c6dcd8683e249-image.png) It is recommended to use **Last Login** as a way of identifying stale members of the organization. ## Group Information An Org Admin can show the groups in a organization by selecting the **Groups** tab of **Administration** settings.

From this screen, an Org Admin can also add a group to the organization or delete a group from the organization. There are four system-defined groups: * Organization Administrators * Organization Auditors * Workspace Contributors * Workspace Viewers Groups are assigned roles which give the group specific permissions in the organization. ## View as Group An Org Admin can view the Uplynk CMS as a member of a group. This can aid in debugging groups and roles. To view the Uplynk CMS as another member of a group: 1. Go to the **Groups** tab of **Administration** settings. ![](https://files.readme.io/926bb0f06a18d37cf7b901e38e298aa3c76ea6bf89f64598d6bf6167808bfbf1-image.png) 2. Click on the three vertical dots icon (also known as a kebab menu) for the group you would like to view the Uplynk CMS as, select **View As Group** and then click **Start View-As**. ![](https://files.readme.io/7349278b460d17a40572ddb56abd3daf1f879bf6606353f1cad5354be081ba3e-image.png) Once enabled, the Org Admin will view as the selected group for one hour before automatically switching back to the Org Admin's default permissions. ## Automatically Assigning New SSO Users to Groups When SSO is being used, a group can be configured to automatically add a new member to a group if they are a member of an SSO (e.g. Okta) group. For each group, **SSO Hint** can have the name of an SSO group. It must be an exact match for what is used in SSO. When **SSO Hint** is used, when a new user logs in via SSO and they are in an SSO group, they will automatically be added to the group with a matching **SSO Hint**. ![](https://files.readme.io/9d3816fa0dad424a616cb835a9d101cd4b28549b90c6bd57b0bd37b0cce520e8-image.png) ## Role Information An Org Admin can show the roles (permissions) in a organization by selecting the **Roles** tab of **Administration** settings.

From this screen, an Org Admin can also add a role to the organization or delete a role from the organization. There are four system-defined roles, two of which that cannot be deleted: * Organization Administrator (Cannot be deleted) * Organization Auditor (Cannot be deleted) * Workspace Contributor * Workspace Viewer