PIPELINES
- Introducing pipelines
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- Inputs and outputs
- External sharing
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- Dates
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- Syntax and functions
- Updates and legacy

DATA

ANALYSE

ADMIN

TUTORIALS
- Pipelines
- Analyse

Admin

In this section

Manage members ↓

Manage organisation details ↓

View API details ↓

Manage schedules ↓

Overview

Admin tools allow users with an Admin role to manage members of their organisation, edit organisation details and view public API credentials. They are only available to users with an Admin role within their organisation.

To access the Admin tools, click on the Admin tab in the main navigation bar.

Manage members

Click on the Members item in the side bar to view a list of members of your organisation.

The members list displays:

Member name
Member email
Member profile picture
Number of organisations the member belongs to, that you also have access to
Date added to organisation
(for members added before September 2023, the date added is not available)
‘Last seen’: the date of their last activity within this organisation
(activity before 23 January 2024 is not available)
Whether they are an Admin of this organisation

The list can be sorted by any of these criteria.

For members added before September 2023, the date added is not available.

Invite new members

To invite new members, click ‘Invite new’ and enter their email addresses. For multiple members, a list of emails can be pasted in.

The new members will be added to the organisation immediately. Their user name will initially be their email address.

New members will be sent a link to set up their password and Multi Factor Authentication. When they log in for the first time, they will be shown a welcome page where they can set their name and profile photo.

If an invitee already belongs to an organisation on Quantemplate, when they are added to a new organisation they will be sent a notification email.

Member profile

To view a member profile, click on their entry in the members list. The profile panel on the right displays their name, profile photo and any organisations you both are members of.

Remove members

To remove a member:

Click on their entry in the members list to open their profile panel.
Check to see if they belong to any other organisations you are a member of. If they need to be removed from another organisation too, switch to that organisation and repeat these steps.
Click the ‘Remove member’ button to open a popup.
Within the popup, optionally choose to migrate documents they own to another member. If the field is left blank, their documents will not be migrated and may become inaccessible or unsharable.
Click ‘Remove member’. They will be removed from your organisation immediately and will receive an email notification. They will retain access to any organisations they are still a member of.

When a member is removed from an organisation, they will be sent a notification email.

Admins are responsible for removing users

Admins are responsible for removing members from their organisation who should no longer have access.

Unless your organisation uses only SSO login, if someone leaves your company, they may still be able to log in to Quantemplate until an Admin revokes their access – even if they no longer have access to their company email account.

Leave your organisation

To leave an organisation, you will need to ask another Admin within the organisation to remove you.

Make member an Admin

About the Admin role

Organisation Admins have the following capabilities:

View additional user metadata: email address, date joined and other memberships on Quantemplate.
Add members to their organisation.
Remove members from their organisation.
Make another member an Admin.
Reset a member’s Quantemplate MFA.
Change the organisation name.
Change the organisation logo.
View public API credentials.

Appoint or revoke an Admin

To make a member an Admin, click the ‘Make Admin’ button on their profile panel.

To revoke their Admin status, click the ‘Revoke Admin’ button.

When a member’s Admin status changes, they will be sent a notification email.

Remove your own Admin role

To remove your own Admin role, you will need to ask another Admin within the organisation. Once your role has been removed, you will no longer have access to the Admin tools.

Reset Multi Factor Authentication (MFA)

If a user no longer has access to their MFA device, or their device has been reset, they may need their MFA to be to reset in order to access Quantemplate. To do this, click the ‘Reset Multi Factor Authentication’ button on their profile panel.

When a user’s MFA is reset, they will be sent a notification email.

Always verify an MFA reset request is genuine

Be security conscious. If you receive an MFA reset request from a user, take care to verify their request is genuine. Speak to them in person or contact them via medium other than email.

It’s possible that a user’s email account could have been compromised, initiating a password reset on Quantemplate. The attacker would then need to set up MFA for Quantemplate on their own device to gain access. Initiating an MFA reset would allow them to do this.

Manage organisation details

Click on the Organisation entry in the side bar to view and edit organisation details, and see organisation Admins.

Edit organisation name

Click on the organisation name to edit it. The name is displayed to all members of your organisation.

Edit organisation logo

Click on the organisation logo to upload a new one. The logo is displayed to all members of your organisation.

View API details

If your organisation has API access enabled, click on the API entry in the side bar to view your organisation’s API Client ID. Your API Client Secret was given when API access was enabled; it cannot be shared.

To enable API access, contact support@quantemplate.com

Manage schedules

Schedules are in beta

The schedules feature is in beta whilst we complete testing. The beta release allows users to provide early feedback and construct pipelines utilising the scheduling metadata. Some aspects of the feature may not be fully functional or tested.

About schedules

Schedules are used to automate the creation of submissions and the sending of submission request emails.

Schedules are created and managed by Org Admins and can be applied to multiple feeds by the feed owner. When a schedule is applied to a feed, new submissions will be created according to the frequency set in the schedule. Data request emails will be sent to the users listed in the default submitters popup.

Schedules can contain a deadline, allowing a submission to be marked as overdue.

Create a schedule

To create a schedule, navigate to the Admin tab:

Navigate to the ‘Schedules’ tab on the left.
Click the ‘New schedule’ button.
Create a name for the schedule.
Define the schedule parameters (frequency, naming convention, deadline, etc.)
If the schedule is ready to use, set ‘Publish’ to ON.
Click ‘Save’ to apply the changes.

Schedule parameters

Parameter	Description
Name	Name the schedule to allow it to be identified in feeds
Publish	When toggled ON the schedule is made available to the whole organisation and can be used in feeds. When toggled OFF the schedule is in draft form and can only be accessed via the Admin panel
Frequency	Set the frequency of requests, e.g. monthly every 1 month, weekly every 2 weeks.
Submission naming	Create a naming convention for submissions utilising date components, separators and custom text, e.g. ‘yyyy-mm’
Requests	Set the time of day the request is issued. The date of first request will be set in the feed.
Deadline	Set the deadline for submission to a time after the request.
Reminders	If a deadline has been set, define when reminder emails are sent, both before and after the deadline. If the submission is complete, no reminders will be sent.
Example	An example of the submission naming

Use a schedule

To use a schedule in a feed, see Schedule submissions.

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