Organizations
Overview
The Organization represents the legal entity in the Ocular framework.
The Organization module allows you to configure your SMTP to facilitate email notifications. Additionally, you can also configure authentication mechanisms, such as basic authentication and OAuth 2.0.
You can add multiple users to your organization. To learn more about users, see Users.
Create an organization
To create an organization, click Create New and enter valid values in the following fields:
| Field | Description |
|---|---|
| Name | Name of the organization. |
| Organization Type | Type of the organization. The following are the possible values:
|
| Organization Email | Official email address of the organization. |
| Company Code | Code of the company used for auditing purposes. |
| Description | Additional details of the organization. |
| Effective Date | Date when the organization will be available. |
| Expiration Date | Date when the organization will no longer be available. |
| Locale | Primary language used in the ogranization. |
| Country | Country of origin of the organization. |
| Time Zone | Primary time zone used in the organization. |
Views
Card View
The card view presents all applications in the form of cards, with the organization name and its status on the card header. The card displays the Organization Email and Organization Type. The card footer displays a duplicate icon and a delete icon.
Clicking anywhere on the card, except the duplicate and trash icons, will redirect you to view the Organization Details.
List View
The list view displays all organizations in a table format.
| Column Name | Description |
|---|---|
| Name | Name of the organization. |
| Official email address of the organization. | |
| Organization Type | Type of the organization. |
| Status | Status of the application. |
| Actions |
Displays the following icons:
|
Filter
You can filter or search the list of organizations by entering a keyword or the full name of an organization.
For example,
Sort
The following columns on the list view can be sorted:
- Name
- Organization Type
- Status
Organization Details
Organization details
The Organization Details tab shows all the information you added when creating your organization. For more information about the fields, see Create an organization.
You can also add more role groups or modify the existing ones by following the same steps in the Application Role Group.
This tab allows you to update all the fields. Additionally, you can choose to copy or delete the selected organization from this tab.
SMTP details
For the SMTP details of your organization, you can choose to use the configured default STMP or configure a different one.
When you select Use default SMTP, the configured default values are displayed, and all the SMTP details fields are disabled.
If you opt to configure a new SMTP, follow these steps:
- Uncheck the Use default SMTP.
- Enter valid values in the following fields:
| Field | Description |
|---|---|
| Host Name |
Host name of the SMTP server used to send the emails. |
| Port |
Port number used by the SMTP server. |
| Username | Username to access the SMTP server. Mandatory: Yes |
| Password | Password to access the SMTP server. Mandatory: Yes |
| Sender Email |
Email address to use for sending emails. |
| Sender Name |
Name of the sender to appear in the recipient's inbox. |
| Allowed Domains |
List of all the domains that are accepted to be used in the Sender Email field. |
Authentications
The Authentications tab lists all authentication mechanisms supported by the organization.
Add a new authentication
To add a new authentication, follow these steps:
- Click Add New Authentication.
- Select the type from the Authentication Type dropdown list. The following are the possible values:
Basic AuthenticationMicrosoft AZURE AuthenticationOAuth 2.0 Authentication
Microsoft Azure authentication
If you choose to add a Microsoft Azure authentication, then you need to configure the following fields:
| Field | Description |
|---|---|
| Auth Code |
Code or identifier used to register and reference the authentication configuration. |
| Name |
Display name of the authentication provider shown in the configuration list. |
| Logo |
Logo to be displayed on the Login page. |
| Public Key |
Upload the public key to use for the authentication. |
OAuth 2.0 authentication
If you choose to add an OAuth 2.0 authentication, then you need to configure the following fields:
| Field | Description |
|---|---|
| Auth Code |
Code or identifier used to register the authentication configuration. Mandatory: Yes |
| Name |
Display name of the authentication provider shown in configuration list. Mandatory: Yes |
| Logo |
Logo to be displayed on the Login page. Mandatory: Yes |
| Public Key |
Uploaded public key used to validate tokens received from the provider. Mandatory: Yes |
| Authority |
Base URL of the identity provider. Used to discover authorization and token endpoints. Mandatory: Yes |
| Client ID |
Identifier of the client used to obtain an access token. Mandatory: Yes |
| Client Secret |
Secret of the client used to obtain an access token. Mandatory: Yes except for PKCE-only setups |
| IDM Hosted User Flow |
Indicates whether the login flow is hosted by an Identity Management service. Accepts: true or false Mandatory: No |
| Principal Name |
Claim or field used as the primary user identifier (e.g., email, preferred_username).Mandatory: Yes |
| Redirect URL |
URL where the identity provider sends the authorization response after login. Mandatory: Yes |
| Referer |
Expected origin or domain allowed to initiate authentication requests. Mandatory: No (depends on provider) |
| Response Type |
Requested OAuth/OIDC response type, such as, code, token, id_token).Mandatory: Yes |
| Tenant ID |
Unique identifier of the tenant in the identity provider. Mandatory: No |
| Token URL |
Endpoint where the application exchanges authorization codes for tokens. Mandatory: Yes |
| Type |
Type of authentication method used. Mandatory: Yes |
You can also edit an authentication by clicking
, and delete an authentication by clicking
next to it.
Users and Roles
The Users and Roles tab lists all the members and their roles in the organization.
However, if you are a business administrator, you can only view the business users. This means that your own profile will not be visible in the Users list.
This tab only displays the list of users and their roles. To perform an action on the Users list, navigate to the Users module.
Products
The Products tab lists all the products associated with your organization.
This tab only displays the list of products. To perform an action on the Products list, navigate to the Products module.