Accessing & Understanding Account Settings Screen

Follow the procedure below to access the Account Settings screen:

 

  1. Click on button at the top right-hand corner of the screen to access the Settings Main Menu. This menu is displayed below,

 

 

  1. Under the Account Setting heading click on Account Setting menu item [highlighted in the screenshot above] to access Account Settings screen. This screen is shown below,

 

 

Before proceeding to perform activities on this screen select the Collection for which you will be configuring the account setup.

 

Activities which can be performed from this screen after selecting the appropriate Collection:

 

  1. Custom Branding:  User can incorporate an account logo, a company logo and change the login URL to a custom URL from this section.

 

User can create custom URL and upload company logo/application logo from both SKYSITE Projects and SKYSITE Facilities & Archival. Creating custom URL & uploading the company logo/application logo in one module of SKYSITE is sufficient. For example, if user created the custom URL & uploaded the company logo from Facilities & Archival, then he/she does not need to repeat the same process from Projects and vice-versa. User can change or delete the company logo and account logo as well as can modify the custom URL from any of the modules.

Workflow of uploading & changing custom account logo:

 

The logo image selection dialog box appears. This is shown in the screenshot below,

 

 

6.       After selecting the image, click [Open] button on the dialog box to upload the logo image on the logo image cropping pop-up screen.

 

Note: Only JPG, JPEG, PNG, BMP files are supported. TIFF files are not supported.

 

Screenshot displaying the logo image cropping pop-up screen:

 

 

Screenshot displaying the account logo on the left-side of the application top bar [highlighted using the red rectangle] and the same logo as selected under the Application logo section [highlighted using the green rectangle]:

 

 

Workflow of creating custom domain & uploading company

 

 

Say, the user entered the company name as ‘demo’; hence the application will generate the new custom URL for accessing the SKYSITE application as https://demo.skysite.com

 

Note: Please provide only alphanumeric (a to z, 1 to 9), dash (-) and minimum 2 to maximum 20 characters and no special character is allowed. Only account owner or secondary owner can make the changes.

 

A pop-up box will appear asking the user for domain confirmation.

2.      

 

Screenshot displaying the demo URL [highlighted using the red rectangle]:

 

 

Application enables the company logo addition button only after custom URL is created successfully.

1.      

 

The logo image selection dialog box appears.

2.      

After selecting the image, click [Open] button on the dialog box to upload the logo image on the logo image cropping pop-up screen.

 

Note: Only JPG, JPEG, PNG, BMP files are supported. Application does not support TIFF files.

 

Screenshot displaying the logo image cropping pop-up screen:

 

 

Screenshot displaying the added logo:

 

Screenshot displaying the company logo on the SKYSITE application log-in screen [highlighted using the red screenshot] and the custom URL [highlighted using the green rectangle]:

 

 

Next time, when user logs in to the application using the custom URL he/she will be able to view the company logo on the application log-in screen instead of the default SKYSITE logo.

 

Customized login screen with 'contact us' option:

 

This is a paid feature and $599 is charged to the customer for choosing to use a custom landing page.

Application provides 4 different type of customized SKYSITE landing page templates. Customer will select one of the templates and provide their own images and content. SKYSITE team will deploy the landing page for the customer.

 

Screenshot displaying the template landing page selection screen:

 

 

Screenshot displaying the selected theme in larger view:

 

Contact Us:

With each theme, there is a CONTACT US button. Clicking on it, application will capture the theme selected by customer and will automatically generate and send email to the user who clicked the CONTACT US button along with reseller.

 

  1. Recycle Bin Settings: Recycle bin can be operated from this screen. You can select either of the radio buttons Delete permanently or Move to recycle bin on deletion. If you select Delete Permanently radio-button then any collections, folders, files, images, communications etc. once deleted will be removed permanently from the application. On the other hand, if you select Move to recycle bin on deletion radio-button then any folders, files once deleted will be moved to the Recycle Bin folder. Also, you can enter the number of days or months (from the Automatically cleanup recycle bin section) after which the folders/files present in the recycle bin will be permanently purged from the Recycle Bin, thereby from the application.

Refer to Accessing & Understanding Recycle Bin Screen for more details.

  1. Password settings: You can select the number of days after which the account log-in password expires or select to make the current password never expire. You can enable complex password and/or two step-authentication to force the user to enter a complex password and a PIN number to access the application.

  2. Folder Sorting: You can choose to display folders on the tree structure present on the left-hand panel of the Collection Files screen as well as on other screens whereever the folder tree structure is displayed by,

 

The folder sorting option here (in the Account settings screen) will override the folder sorting option on the Collection Files screen.

 

  1. Set default link expiration time for folder, file, package & album: You can enter the number of days, weeks, months or years, crossing which download link to access file, folder, package and album will expire. The entered number of days (or weeks, months, years) will be considered by the application as the default for Link Folders, Link Files, Share Album & Link Document Package functionalities unless expiration date is set during individual link sharing process.

 

Screenshot below displays the Set Expiration Date field on the Collection Folder Link(s) screen which can override the default number of days after which link will expire in the Account Settings screen:

  

In the end, after configuring the setup, click on [Save] button to save the settings.