Introduction

Uplynk Accounts 2.0 makes it easier to manage your content and accounts. Content is detached from individual Uplynk users, improving security and allowing more flexibility.

Single Sign-On (SSO) was added as part of this effort for those who require enhanced corporate security. SSO also enables automatic provisioning of Uplynk users. If you want to use SSO, contact your Account Manager or Uplynk Support. Onboarding help documents for integration with Okta are here:

• Uplynk OIDC Integration with Okta
• Uplynk SAML Integration with Okta

Uplynk Accounts 2.0 exists concurrently with existing logins until they can be migrated. During migration, you can switch between Uplynk Accounts 2.0 and the previous account management methodology.

Benefits

Accounts 2.0 provides the following benefits over legacy account management:

• SSO provides corporate security and user control.
• Users are auto-provisioned via SSO, so no manual processes are required.
• Uplynk customers can have their own administrators.
• You can control user permissions per job function.
• Individual users do not "own" content, so no account switching is required.

New Concepts

Workspace

A workspace is the main area where Uplynk content is 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.

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 them. This was formerly known as a User ID.

Organization

An organization is the top-level entity 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 cannot 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 is being used, users are automatically provisioned on their first login. Depending on the SSO configuration, the user is automatically added to an organization as a member or must be manually added to the organization by an Org Admin.

If users need access to multiple organizations, SSO cannot be used.

An Org Admin can also remove members from their organization, for example 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, which is a tag that makes 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 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 you log in, your current workspace and organization are shown at the top left. The workspace is on top in bold and the organization is below it. If you are a member of more than one workspace, you can change workspaces using the down arrow. You can also set a default workspace in User Settings if you have access to more than one.

To switch to another workspace, select the down arrow in the workspace box at the top left. You can then switch workspaces and/or pin favorite workspaces.

Display Workspace Information (Member View)

You can view information about your current workspace by selecting 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 selecting your username in the top-right corner and selecting User Settings from the dropdown menu.

Then select Manage Default Workspace to set the current workspace as the default or to clear the default workspace.

Switching from Legacy Account Management to Uplynk Accounts 2.0

To use Accounts 2.0 instead of legacy account management, select Settings and then select User Settings.

On the User Settings screen, 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, contact Uplynk Support.

Reverting to Legacy Account Management

You 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, contact Uplynk Support.

To revert to using legacy account management, select your username at the top-right and select User Settings from the dropdown menu to display the User Settings screen.

On the User Settings screen, select 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 are not accessible.

View Administration Settings

To view Administration settings, select your username at the top right and then select Administration from the dropdown menu.

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.

On this page, an Org Admin can also enable or disable the ability for Uplynk Support to access this organization. It is recommended to keep 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 whether they are active and when they were created.

When you select a workspace, you can view the content inventory using the View Inventory button. This shows the number of VOD assets, number of channels, etc.

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 selecting Save.

Once the Display Name is changed, you may need to log out and log 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.

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.

2. Select + Member.

3. Enter the email(s) for the user(s) to add as members of the organization and select group(s) to add the new member to using the dropdown.

An email will be sent to the new member(s) to join the organization as shown below:

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:

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.

2. Select the three vertical dots icon (kebab menu) for the user you would like to view the Uplynk CMS as, select View As, and select Start View-As.

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.

To remove a member from an organization:

1. Go to the Members tab of Administration settings.
2. Check the member(s) of the organization to remove.
3. Select Delete Member (if one) or Delete X Members (if more than one).
4. When prompted in a dialog, confirm the deletion of the members.

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 an 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 a member of a group:

1. Go to the Groups tab of Administration settings.

2. Select the three vertical dots icon (kebab menu) for the group you would like to view the Uplynk CMS as, select View As Group, and then select Start View-As.

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, you can configure a group to automatically add a new member if they belong to 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 configured, a new user who logs in via SSO and belongs to a matching SSO group will automatically be added to the corresponding Uplynk group.

Role Information

An Org Admin can show the roles (permissions) in an 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 cannot be deleted:

• Organization Administrator (cannot be deleted)
• Organization Auditor (cannot be deleted)
• Workspace Contributor
• Workspace Viewer