Administration
Welcome to the Centerpoint Admin application. This is where you set up and manage all administrative tasks necessary for making Centerpoint your communication hub. Tailored to your organization. Please note that you must have admin rights to access this application. Admin rights are set when you register your subscription.
Overview
Centerpoint Administration allows you to manage your Centerpoint communication hub in a smooth and efficient way. These are the functions available:
| Function | Explained |
|---|---|
| Team | Invite, Manage, Access control, and roles |
| MFDX | Set up production, test, and development |
| Settings | Set up notification, account, branding, and retention policies |
| ViewPoint | Set up digital archive (classic line) |
| Interact | SOAP and Editor setup |
| Billing | Set up billing and payment methods |
| Integration | Digital signing vendors, digital archive setup, API clients, auditlog |
Team
When you register a subscription for Centerpoint, you will automatically have full administrative rights. You can invite individuals, both inside and outside your organization. This is where you assign rights and privileges. Anyone can register themselves as a user in Centerpoint, but they must be connected to an organization with a valid subscription to access any of the functionalities within the platform. A user can be connected to one or multiple companies.
Administrators can invite users and set their access rights and privileges in the Team menu. This is also where administrators can disable and revoke access rights and privileges for users.
Invite
To invite a person to your Centerpoint communication hub, you need to navigate to the Invite menu under Teams. Enter the e-mail address of the individual you want to invite, then select the role. The new user will receive an email notifying them that they have been granted access to your communication hub. If this is the first time an individual has access to Centerpoint, they will be asked to complete their profile.
You can track the statuses of your invites in the overview:
| Category | Explained |
|---|---|
| User | Is already a user in the system and is now invited to your solution |
| Pending | Not an existing user and will also have to register in the system |
Manage
In the Manage section, you can change users’ access rights and privileges. You can also remove them from your Centerpoint communication hub. A user account is personal, but you as an admin can manage access to your organization’s solutions in Centerpoint.
Access
The Access section is where administrators assign users to different groups such as HR, Sales, Marketing, etcetera. In Centerpoint, groups are used to allocate specific rights and functions to users. You can create your own groups by clicking the “New group” button. You can also remove groups if they are no longer needed.
Roles
Roles is where you, as an administrator, decide which applications and functionalities a user can access. For example, a Developer will have access to Studio to develop Smartforms, and Dialogs. A user from the HR department will only have access to Dialogs and specific Dialogs applicable to that role.
Administrators can add new roles and make changes to existing roles.
Settings
The Settings section gives you access to settings that are used globally in the Centerpoint platform.
Notification
In Notification, you can default messages for SMS and email notifications. A Notification informs a person, internal or external that there is a Dialog waiting for them to be filled in. This can be an order form, acceptance of terms & conditions, or similar. Notifications can be in several languages and will be selected automatically using metadata.
Notifications can be personalized by using pre-defined placeholders. Examples of placeholders are the name of the sender or company name.
Account
This is where you register names, addresses, and contact persons for your organization. The information is used in documents, notifications, and Dialogs when needed.
Branding
Here you can set the look and feel of your own Centerpoint communication hub in accordance with your organization’s brand guidelines.
Retention Policies
A retention policy (also called a ‘schedule’) is a critical part of the lifecycle of a customer record. It describes how long you need to keep a piece of information (a record), where it’s stored, and to dispose of the record when it’s time to do so. You can define your retention policies in Centerpoint. The retention policies must be activated by other systems in Centerpoint to take effect.
This example shows how you can use the retention policy defined for the built-in Centerpoint Archive. In this example, each folder has different retention policies.
This example shows how you can use the retention policy defined for the built-in Centerpoint Archive. In this example, each folder has different retention policies.
Billing
The standard payment method for Centerpoint is by credit card on a monthly basis. There are two items on your invoice. One is your actual monthly subscription fee (fixed amount). The second item is variable depending on usage. SMS, e-mail, digital signatures, BankId are examples of variable items on your invoice. If you have an enterprise subscription you also have the option to pay by invoice.
Centerpoint is using Stripe for credit card payments. This means that all credit card information is only stored with Stripe, which is a PCI-compliant and well-known payment provider.
Invoices
This section under billing is showing the invoices that are paid, unpaid, or overdue.
Payment method
You can register a credit card to pay for your monthly fee and usage. Credit card information is handled by Stripe.
Integration
This section of the Admin application includes functionalities for setting up integrations with other systems and services.
Digital Signing vendors
The Centerpoint platform currently support the e-signing services provided by Signicat and Verified.
Signicat is provided by Metaforce and you will be billed monthly in arrears for your usage.
When using Verified, you need to set up an account with Verified and you will be billed accordingly by Verified.
Digital Archive setup
The built-in Centerpoint Archive can be customized to fit the needs of your company. The following features are supported:
| Feature | Explained |
|---|---|
| Webhooks | Generating webhooks to notify thirdparty solutions about upload of new documents to the archieve |
| Folders | It is possible to define folders for the archive which again can get access control through access groups |
| Column | Definition of column names. This is a translation of the system names which allways will stay as system variables |
API Clients
To use the APIs for the Centerpoint platform, you must register an API client with ClientID and client secret. The client secret can only be obtained during the registration process. If the secret is lost, you must register a new API client.
Audit logging
The Centerpoint platform has a built-in audit log functionality that tracks all events in the system. Events can be configured from the Audit log Forwarding menu. Audit logs can be passed on to other systems, either to the console log or to a REST API. This enables you to collect all the audit logging you need in accordance with your organization’s policies.
Version
Release Packages
Search through and discover all release packages for your Centerpoint solution.
Customer notifications
Here you can set up notifications to your email addresses to be notified about new releases.
