Admin guide

This section helps you navigate through Apptics on the account level. You can understand how to:

• Manage the organizations and projects created by you in Apptics

• Learn how to provide role-based access with user roles and privileges

• Manage AI features

Super admin: Super admin is the individual who creates an organization in Apptics and is the org owner. A super admin can manage (add, edit, and delete) the orgs they create.

Organization members: Organization members are members of the organization who use Apptics, while an Apptics organization is an entity that represents the organization. Once you create a organization, you can invite users to the org, create projects ( containing apps across multiple platforms), and provide role-based access to the org members.

Managing organizations

Once you create a new organization or become a member of an existing organization, you will see a list of all the orgs you can access with your role for each org. 

• Navigate to the right menu by clicking on the profile. 

• Click Manage organizations and you will be able to see a list of all the portals you are part of.
• Click on the menu to mark a portal as a default organization, edit the organization details, or delete the organization. 
  
  
• When you choose a org as default, you will be directed to the same org whenever you access Apptics. To access other orgs, you need to navigate to Profile > Manage organizations. 

Update organization details

As a super admin you can change the organization's name, timezone, and user consent management preference as per your convenience.

• Go to Profile>Manage portals.
• Click on menu near the organization and click Edit. A pop-up will appear on the screen with the options to chnage the current org name, timezone, and consent preference.
• Click on the drop-down under timezone and select your preferred timezone.
• Once the required chnages are done, click Save.

There will be a slight difference in the data available in your Apptics console after the timezone has been edited.

Roles and privileges

Super Admin: Super admin is the org owner. A super admin can add/remove org members, edit the org details, assign other users as organization admins, update their roles and privileges within the organization in Apptics. The super admin's account will be associated for any billing and payments.

Organization Admin: While inviting an org member, you can choose the user type, i.e., Admin or Member. If the user type is selected as admin, they will become an organization admin. They can assign roles and privileges to other members in the organization. They can manage and make changes in the organization, but cannot edit or delete an organization unlike the super admin.

Project Manager: The project manager is an individual who creates the project in Apptics. A project manager can add project members in various roles, configure group email notifications, edit the project name, and delete the project. The project ownership can be transferred to someone else from the organization settings, provided they should be an existing org member.

Super admin, organization admin, and project manager are the default roles. 

There are other configurable roles in Apptics. Only an admin can configure, enable, or disable these roles in an organization.

• Development Lead and Developers
• Design Lead and Designers
• Marketing Lead and Marketers
• Testing Lead and Testers
• Followers
• Clients

Organization admin privileges 

An organization admin can perform all the actions apart from editing organization details or deleting it.

Project Manager

Development lead and developers 

(*The privileges access are listed here in general. It will vary for each portal/project according to the roles and privileges assigned by the portal admin.)

Marketing lead and marketers

(*The privileges access are listed here in general. It will vary for each portal/project according to the roles and privileges assigned by the portal admin.)

Testers, Clients, and Followers

The privileges for the Tester, Client, and Follower roles will vary for each organization/project. These will be defined according to the roles and privileges assigned by the organization admin.

Organization settings

The doorway into the Apptics console is to be a part of a organization. In order to access the Apptics console, you need to create a organization and invite users to the portal. Once you create an organization and add an app, a project will be automatically created and you now invite users to the organization and assign roles and privileges in Organization settings. After creating a organization, it is always recommended to configure your organization settings first, to manage it efficiently.

Organization settings allows you to organize roles and privileges, configure role-based access for the organization, add the other family apps to cross-promote within your app, and manage the use of AI features within the Apptics console for your organization.

Updating roles and privileges

• Navigate to the right menu and click on the profile.
• Click on Organization settings and the below screen will appear.
  
  

Managing portal users

You can invite new users, edit their roles, or remove users from the organization.

Updating user roles

Click on Roles to select the roles you want to include in the organization apart from the default roles (Super admin, Organization admin, and Project manager), and click Update to save the configured roles. 

Manage module privileges

The Privileges section allows you to determine who can perform view, configure, add, edit, and delete actions for each feature module in the portal.

• Choose the privilege group for which you want to set permissions for each feature module. For example, let us say you choose Google for the privilege group, you can set permissions only for the roles you have assigned under the Google ecosystem.
• Click on Manage roles to add or remove roles from the privilege group you have selected and update the changes. (Only the roles that you have most recently updated will be visible for the chosen privilege group.)
• Click save to update the set permissions for each feature module. 

Adding Apps for cross-promotion

From the Apps section, you can add the other applications that you want to cross-promote within your app. This means that these apps will be listed under the 'Apps that you may like' and 'More apps from us' sections in your app's UI.

• Select the store and platform in which the app will be available.
• Provide further details such as the application ID, the app name, the URL for the app's logo, and a short app description.
• Click on Add and the app will be available in a list of apps that you want to cross-promote. 

Deletion

Deleting a portal or the associated projects is a role-based action. Once a portal or a project is deleted, data collection is stopped immediately and all the associated data is permanently removed as per our terms of use. This is followed by an email to all the members notifying them about the portal or project deletion.

Delete a portal

Only the Super admin (the one who created the portal) can delete the portal by following the below steps.

• Navigate to Profile > Manage Portals.
• Click on the menu button near the portal that you want to delete.

• A list of options will appear, click Delete and you will see a confirmation pop-up.

• Click Yes, delete and the portal will be deleted permanently.

Delete a Project

Only the super admin, portal admins, or the project manager can delete a project following the below steps:

• Navigate to Project Settings > Project Info.

• Click on Delete Project and a confirmation pop-up will appear.

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• Accept the terms and conditions of deleting a Project, click Yes, delete it permanently and the project will be deleted permanently.