Organization Management

Dashboard

The Dashboard tab, located on the Organization page, shows statistics for the following categories:

• Onboardings

• Document size in MBs (total for all stored documents)

• Tokens Processed (used by AI, if included in product tier)

• Logins

• User Minutes

An Audit Trail is also presented if any significant actions have been executed at the Organization level (as opposed to the Client level)

Subscription

The Subscription tab shows the features included in tiers Basic, Plus, and Premiere, highlighting the currently purchased tier.

Restoration

The Restoration tab lists the client onboardings that have been deleted but are not yet permanently purged along with following information:

• Name

• Created - date created

• Updated - last dated updated

• Removed - date removed

• Status - number of days remaining

These client onboardings can either be restored or permanently deleted.

Integration

The Integration tab is used to enter (or change) and test the API Key connection.

Once saved, the API Key will display partially masked for security purposes.

The Save button won't become enabled until the API Key has a successful connection test.

Configuration

The Configuration tab shows a listing of Live (published and ready for use) and Development (draft) configurations.

Configuration files, stored in JSON format, can be used to modify the MSP Template to change labels, fields, field ordering, etc. Configurations can only be changed if included in the currently purchased product tier.

Information for Live configurations includes:

• Version - version number

• Created - date created

• Published - date published

• Status - number of records

The only action available for Live configurations is:

• Export - export to JSON file

Information for Development configurations includes:

• Version - version number

• Created - date created

Actions available for Development configurations are:

• Export - export to JSON file

• Import - import from JSON file

• Test - verify configuration