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FocusVision Knowledge Base

Create and Manage Companies

  Requires Decipher Cloud

Overview

Users with shell access have the ability to create new companies and edit the options for existing companies directly from the portal.

Creating Companies

To create a new company in the research hub, click the company name to bring up the "Companies" menu and select "Create New Company":

dec_create_manage_companies_001.png

The company settings page appears, where you can enter information relating to the new company:

dec_create_manage_companies_002.png

Basic Information

  • Company Name:  Enter the company name that is globally unique and no more than 100 characters.
  • Logo:  Allows you to upload the company logo. This will show for all members of the company. Any size and format is accepted, the system will convert it to the proper size in JPG format.
  • Description:  Include a description for the company.
  • CNAME:  Add a CNAME, if applicable.
  • Directories:  The main company directory is automatically created by the system. Add any subdirectories for the company here. Directories allow for a higher level of organization, for example, sharing project assets like a survey theme.

Security Settings

  • Password Length:  Select the length required for passwords (between 7 and 55 characters)
  • Password Strength:  Select the required strength
    • Minimum:  Must contain 2 different character classes (i.e., lowercase letters, uppercase letters, digits or symbols)
    • Medium:  Must contain 3 different character classes (i.e., lowercase letters, uppercase letters, digits or symbols)
    • Maximum:  Must contain 4 different character classes (i.e., lowercase letters, uppercase letters, digits and symbols)
  • Password Expires:  Select when passwords expire
    • Monthly:  Expires at the end of every month
    • Every other month:  Expires at the end of every 2 months
    • Quarterly:  Expires at the end of every 3 months
    • Custom:  Specify the number of days for the expiration
  • Allowed Shared Accounts:  Security best practices require each user account to be accessible only by one user. Check if the security practices for the company permit shared users.
    • No:  Do not allow shared user accounts
    • Yes:  Allow shared user accounts for the company
  • Inactivity Timeout:  Select the amount of time that may pass before an account is logged out due to inactivity.
    • 15 minutes
    • 30 minutes
    • 1 hour
    • 8 hours
    • 24 hours
    • Custom:  Specify the time in minutes
  • Login Attempts:  Limit the number of login attempts before the user's account is locked (between 1 and 6 attempts).
    • If a user has been locked out, they may contact a Supervisor for their company or their Account Manager.
  • Account Expires:  Select if and when the company account expires (used for trial periods or billing).
    • Never:  Account does not expire
    • Select Date:  Specify when the account expires using the calendar.

Editing Companies

To edit the settings for an existing company, click "Company Page" under the company name in the portal:

dec_create_manage_companies_003.png

In the company page, select "Edit Company":

dec_create_manage_companies_004.png

The company settings page appears, where you can edit the company information, security settings or application access. Once you are satisfied with your settings, click "Save" to apply them.

Organizing Companies

Creating Company Groups

To create a company group, open the "Companies" menu. Clear out any existing companies and add only those you want in the group. Enter a name for the group, then click "Save Group":

dec_create_manage_companies_005.png

Tip: You can also locate a company by entering the company directory (e.g., 9d3).

Accessing Saved Groups

Saved groups will appear under "Company Groups" in the "Companies" menu. To access a saved group of companies, open the "Companies" menu and click the name of the desired group in the list:

dec_create_manage_companies_006.png