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Tenant Admin Profile

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Login Procedure

To login for the first time, the Tenant Admin clicks on the Accept Invitation button in the email invite.

Upon accepting the invitation, the user can select either Jiffy Authentication or LDAP Authentication.

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Jiffy Authentication

  1. Select the Jiffy Authentication option and click on the NEXT button.
  2. In the Setup Password screen, type the required password in the Enter Password text box, considering the validations shown on the screen. Image description
  3. Re-type the password in the Confirm Password text box to confirm.
  4. Click on the SAVE button to save the password.
  5. In the Password setup is complete! dialog that appears, click on the OKAY button. Image description
  6. Type the username and the password in the Login to Get Started screen that appears.

    In this case, there will be no entry of LDAP settings to be shown under the Applications Settings screen of the Tenant Admin.

LDAP Authentication

  1. Select the LDAP Authentication option and click on the NEXT button.
  2. In the LDAP Settings screen that appears, specify the following details: Image description

    • LDAP URL: It is a string that can be used to encapsulate the address and port of a directory server. It specifies the LDAP host, port, and root.
    • Bind Type: The value for this field is DN (Distinguished Name). A Bind DN consists of the user and the location of the user in the LDAP directory tree.
    • Search DN: Search DN is used to define criteria for identifying entries that contain information about the DN.
    • Use Service Account: If this toggle button is set to ON, then Jiffy looks for the user in the Service Account first, and then it validates the user based on the selected bind type. It is a two-way authentication process, if the service account credentials are not correct, then an error message is displayed indicating that the username does not exist.

    The Username and Password fields will not appear if the Use Service Account toggle button is set to OFF.

    • Username: Service account username.
    • Password: Service account password.

    The Username and Password fields are mandatory and can be filled using the values from Secure Vault by clicking on the lock icon.

  3. Once the server details are provided along with the details of Service account username and password, the TEST CONNECTION button to validate LDAP authentication. If the Use Service Account is set to OFF, the LDAP server connection establishment happens by implementing a different approach of using the DN entry values.

  4. Once the test connection is successful, the TEST CONNECTION button changes with a green tick mark. Image description

    If the test connection fails, the TEST CONNECTION button is replaced with the TRY AGAIN button. The user is redirected to the LDAP settings screen to check if the details provided are correct if not, the user can modify them. Click on the TRY AGAIN button to validate the connection again. If the connection fails again, a message "Please contact System Administrator and alternatively Jiffy authentication can be used" is displayed.

Dashboard

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The Dashboard has the following details:

  • Total Hours Saved: Time for which the bot is used and running.
  • Total # of Bots: Total number of Bots present in the application for the respective Tenant.
  • Total # of Apps: Total number of Apps defined in the application for the respective Tenant.
  • Total # of Tasks: Total number of tasks from all the Apps in the application for the respective Tenant.
  • Top 5 Bots by Usage: More frequently used Bots. The name of the Bot and the number of Bot Utilization hours is displayed. If the utilization of the bot is high, then additional bots can be added as required.
  • Top 5 Apps by Bot usage: Apps that consume the maximum Bot utilization hours in a month.
  • Top 5 Active Apps: Apps that are most frequently used considering the number of sessions the users are logged in and the average time spent by the users on an App in a month.
  • Recently added Apps: Most recently added Apps by the Designer. This section also provides the details of the number of active users for each App along with the number of hours saved by using the bot. These Apps can be displayed either in a card view or tabular view by using the appropriate buttons provided on the top right corner of this section:
    • Card view: The Apps are in the form of cards.
    • Tabular view: The Apps are displayed in the tabular form.
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