Business

Overview

A business can hold one or more projects. A platform admin user can create a new business and manage the people and privileges of the business. The public assets (apps, blocks, and blueprints) are displayed in all the businesses. However, private assets are displayed for the users who are associated with a specific business.

When a user logs in:

  • A business dashboard page is shown if a user has more than one business access. For example,
  • The project dashboard page is shown directly if a user has access only to a business. For example,

How To

A platform admin user can:

Creating a New Business

A platform admin user can create a new business.

Note: Once created, the business appears in the business dashboard page which can be viewed by all the platform admin users. To provide access to a business, see Adding a User to Access a Business.

To create a new business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears:
  2. Click New Business.
    A pop-up to create a new business appears:
  3. In the pop-up, provide the required business details:
    Field Description
    Business Name Enter the name of the business.
    Add an Admin Provide the email ID of a platform admin user or business user to whom access to the business is provided.
    Cover Image Upload the cover image of the business.
  4. Click CREATE NEW BUSINESS.
    Now, a new business is created.

Renaming a Business

A platform admin user can rename an existing business.

To rename an existing business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears:
  2. Identify the business that you want to modify, click :
  3. Select Rename Business.
    The Rename Business pop-up appears:
  4. Enter a new business name.
  5. Click CONFIRM.
    Note: To cancel the change, click CANCEL.
    Now, the name of the business is changed.

Changing the Cover Image of a Business

A platform admin user can change the cover image of a business.

To change the cover image of a business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears:
  2. Identify the business that you want to modify, click :
  3. Select Change cover image.
    The Change Business Cover Image pop-up appears:
  4. In the pop-up, select an image file.
  5. Click CONFIRM.
    Note: To cancel the change, click CANCEL.
    Now, the cover image of the business is changed.

Transferring a Blueprint from a Business to Another Business

A platform admin user can transfer a blueprint from one business to another business.
Note: Once it is copied to the target business, the blueprint will be removed from the source business.

To transfer a blueprint from a business to another business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears:
  2. Click on a business.
    The projects dashboard appears.
  3. Select Blueprints from the dropdown list:

    The list of blueprints of the business appears.
  4. Identify the blueprint that you want to transfer, click :
  5. Select Transfer Blueprint from the dropdown list.
    The Transfer Blueprint pop-up appears:
  6. Enter a new name for the blueprint and select a business where the blueprint needs to be transferred.
  7. Click TRANSFER.
    The Transfer Blueprint pop-up appears when the blueprint is transferred:
  8. Click DONE.

Manage People and Privileges of a Business

Overview

Once a business is created, it is accessible only to the user who created the business and for the user who have been added while creating a business. Even though the business is not accessible for all other platform admin users, the business is shown in all the platform admin user’s business dashboard with the number of projects, people, and Agora assets details. For example,

As a platform admin user, you can manage:

  • People – the team members of all the businesses.
  • Privileges – the accessibility level of the team members of the businesses.

Note: A business user can ONLY view people and privileges of the assigned business(es).

People

Overview
A platform admin user can add other users (such as another platform admin user, business user, or a new user as a business user) to access a particular business. The users who are within a business can be combined as a user group.

Note: An existing user can be moved to a new or existing user group if needed.

How To

A user can:

Adding a User to Access a Business

A platform admin user can add a user to access a business.

To add a user to access a business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click the Add People button:
  6. In the ADD PEOPLE TO BUSINESS pop-up, provide an email ID of the user:
  7. Click the ADD button.
    A user is added to the business:

    Note: If it is a new user who is not registered yet, it shows the status as Pending. The user receives an invite for registration. For example,
Removing a User from a Business

You can remove a user from a business. If a single user alone has access to asset(s), those asset(s) need to be transferred to another user before removing the user. In this case, before removing the user, a pop-up is shown to transfer the assets.

To remove a user from a business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Select Remove user from the dropdown list:
  6. In the pop-up, click the Yes button:

    The user is removed from the business:
Moving an Existing User to a User Group

You can move an existing user to a user group of a business.

Note: For more details on Creating a New User Group, see the Creating a User Group section.

To move an existing user to a user group,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click  available next to the user to be moved:
  6. Select Move User to Group from the dropdown list:
  7. In the pop-up, select a user group:
  8. Click the ADD button.
    The user is moved to the selected user group:
Creating a New User Group

You can create a new user group. This helps you to assign privileges to the created user group instead of assigning the privileges to each of the users individually.

To create a new user group,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click the Add Group button:
  6. In the ADD GROUP pop-up, provide a name to the user group:
  7. Click the ADD button.
    The user group is created:
Renaming a User Group

You can rename a user group.
To rename a user group,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click of the user group to be renamed:
  6. Select Rename Group from the dropdown list.
  7. In the RENAME GROUP pop-up, provide a new name to the group:
  8. Click the ADD button.
    The user group is renamed:
Deleting a User Group

You can delete a user group if it is no longer required.
To delete a user group,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click of the user group to be deleted:
  6. Select Delete Group from the dropdown list.
  7. In the pop-up, select the Yes button:

    The user group is deleted:
Detaching a User from a User Group

You can detach a user from a user group.
Important: Once detached, the user will be removed from the user group. However, the user will still have access to the business.

To detach a user from a user group,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click  of the desired user group.

    The user group details appear:
  6. Click of the user to be detached:
  7. Select Detach user from Group from the dropdown list:
    The user is detached from the user group and but retained under the business:
Removing a User from a User Group of a Business

You can remove a user from a user group of a particular business.

Important: Once removed, the user is deleted from both user group and business.

To remove a user from a user group of a particular business,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select People:
  5. Click of the desired user group.

    The user group details appear:
  6. Click of the user to be detached:
  7. Select Remove user from Business from the dropdown list.
  8. In the pop-up, click the Yes button:

    The user is removed from the user group as well as from the business:

Privileges

Overview

Privileges allow the granular level access of the Infosys Equinox Studio components by the user which enables them to access the business and/or project securely. There are two levels of privileges. Under a privilege, you can create several sub-privileges.

You can set up a group of privileges and assign them to a user.

How To

A user can:

Creating a Privilege

You can create a privilege.

To create a privilege,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select Privileges:
  5. Click the Add Privilege button available at the bottom-left corner of the page.
  6. In the ADD NEW PRIVILEGE pop-up, provide a name to the privilege:
  7. Click the CONFIRM button.
    The privilege is created:
­­­­Deleting a Privilege

You can delete a privilege if it is no longer required.
Note: If you delete a privilege, the sub-privileges available under that privilege are also deleted.

To delete a privilege,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select Privileges:
  5. Click of the privilege to be deleted:
  6. Select Delete from the dropdown list.
    The privilege is deleted:
Renaming a Privilege

You can rename a privilege.

To rename a privilege,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select Privileges:
  5. Click  available against the selected privilege:
  6. Select Rename from the dropdown list.
  7. In the RENAME PRIVILEGE pop-up, provide a name to the privilege:
  8. Click the CONFIRM button.
    The privilege is renamed:
Creating a Sub-Privilege Under a Privilege

You can create one or more sub-privileges under a privilege.

To create a sub-privilege,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select Privileges:
  5. Select the required privilege:

    The privilege details appear:
  6. Click the Add SubPrivilege button.
    In the pop-up, provide a name for the sub-privilege:
  7. Click the CONFIRM button.
    The sub-privilege is created under the desired privilege:
Configuring a Sub-Privilege

You can configure a sub-privilege using the rules.

To configure a sub-privilege,

  1. Log in to the Infosys Equinox Studio environment with valid credentials provided to you.
    The business landing page appears.
  2. Identify the business that you want to modify, click :
  3. Select Manage People and Privileges.
  4. Select Privileges:
  5. Select the desired privilege:

    The privilege details appear:
  6. Click a sub-privilege. For example, AddForms has been selected in the above screen.
    A page to configure the sub-privilege appears:
  7. Click the NEW RULE button.
    A rule is added:

    Note:

    • You can click again the NEW RULE button to add another rule. However, a sub-privilege can contain up to eight rules. A rule is the combination of the following components and the associated privilege categories:
      Component Privilege Categories
      TOP NAV PUBLISHING, EDITING
      SUB NAV EDITING
      LEFT PANEL INTEGRATING, DESIGNING, EXTENDING
      ACCOUNT MANAGING
    • To delete a rule, click of the desired rule and select Delete from the dropdown list:
  8. Configure the rules as per the above table.

 

Revision History 

Date Description  Created By  Peer-Reviewed By  Approved By 
2023-06-22  Page created and content added.  AN  JP Suganya