Updating organizational policies

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Updating organization settings

These settings allow you to update your organizational details as they are used in different workflows in the application. Only an administrator can view and update the organization settings so make sure you are logged in with a user that has an administrative role.

Note

Your organization settings contain sensitive information and it is suggested that they are updated with supervision, otherwise, some important workflows in the application might behave unexpectedly.   

You can access and update these settings by taking the following steps: 

  1. Launch Aidematic application 
  2. Sign in with Administrator credentials 
  3. Click on Settings tab given on the lower side of the left navigation panel 
  4. Click on Organization from the list 
  5. This is your Organization’s Settings page. You can perform the following actions on this page.

Updating policies 

In this section, you can set different policies for your application users. For now, Aidematic allows you to define three policies: 

Email Policy 

Email policy allows you to define the acceptable domain for the email addresses of your application users. The email policy is checked while inviting users to the application. Only those email addresses can be sent an invitation link whose domain is as defined by your email policy. 

You can set you email policy by defining 

  1. Email Validation: provide a valid regular expression in this textbox that determines the pattern for your email addresses. For example, see the following regular expression: ^[a-zA-Z0-9_.+-]+@(?:(?:[a-zA-Z0-9-]+\.)?[a-zA-Z]+\.)?(Aidematic)\.com$  
    Inputting this in Email Validation textbox allows you to only add email addresses to your application which have the domain ‘@Aidematic.com’.   
  2. Email Validation Error: provide the text for the error that appears when someone tries to invite an email address that does not follow the specified regular expression. For example, ‘The domain for the invited email address must be Aidematic.com’.  

After providing these details, click on the Save button given in this section and you will get a success notification ‘Email policy has been updated.’   

Password Policy 

Password policy allows you to define the acceptable nature of the login passwords set by your application users. This helps you to ensure that your employees are using strong passwords to protect your organization’s information. The password policy is checked while users are setting or resetting their login passwords.  

You can set your password policy by defining 

  1. Password Validation: provide a valid regular expression in this textbox that determines the requirements for the login password to be acceptable. For example, see the following example, ^.*(?=.{8,})((?=.*[!@#$%^&*()\-_=+{};:,<.>]){1})(?=.*\d)((?=.*[a-z]){1})((?=.*[A-Z]){1}).*$
    Inputting this in the Password Validation textbox encourages your users to define a password that contains 
    1. At least 8 characters 
    2. Lower as well as uppercase letters 
    3. Special characters 
  2. Password Validation Error: provide the text for the error that appears when a user is setting or resetting their password. For example, ‘The password must include lowercase and uppercase letters, special characters and must be at least 8 characters long.’ 

After providing these details, click on the Save button given in this section and you will get a success notification ‘Password policy has been updated.’   

Note

Updating password policy causes existing users to update their password before they can log in to the application. To know more, read Updating password. 

Privacy policy

This field allows you to define your organization’s privacy policy. Your users will be prompted to accept the statements mentioned in your privacy policy before they can sign up for your application portal.

Enter your privacy policy text in the editor given and click Save. You will get a success notification ‘Privacy policy has been updated.’ 

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