Administration

This section covers the configuration areas that an organization administrator manages. The areas form a dependency chain: later ones build on earlier ones.

Setup order

The recommended order for a new organization follows this dependency path:

Organization settings — currency, user session duration, discount limits, public inventory, deal stage labels. Currency is organization-wide; set it first.
Password policy and sign-in protection — minimum length, reuse and lifetime of passwords. Set it before you create employees, because the initial password you give each of them must meet it.
Employees — create user accounts.
Employee groups — organize employees into teams; groups control deal visibility and task routing.
Roles & permissions — create roles with permission sets and assign them to groups.
Two-step verification policy — require two-step verification of everyone or of selected roles, which exist once the previous step is done.
Criteria — define classification labels for deals, customers, and inventory.
Entity types — define document types, counterparty types, directory types, report types, and their fields.
Directories — fill the directory types with the reference entries other records will point at.
Templates — create document templates that reference the entity types defined above.
Business processes — model BPMN processes that reference entity types and templates.

The setup checklist walks through this sequence step by step.

What only CityScreen can change

Some settings are controlled by CityScreen platform administrators and cannot be changed inside the organization:

Creating an organization — only a platform administrator can create a new organization.
Digital display synchronization — whether inventory syncs from CityScreen Play.
Disk quota — the storage budget for uploaded files.

If you need any of these changed, contact CityScreen support.

Data operations

Two bulk-data operations are available to administrators:

Importing data — load customers, digital displays, or printed displays from spreadsheets.
Exporting data — download lists to XLSX files.

Security

Three pages cover sign-in security from the administrator’s side:

Password policy and sign-in protection — password rules, password expiry, blocking of repeated failed sign-ins, and session duration.
Two-step verification — the policy that requires it and the help an administrator gives an employee who lost a device.
Sign-in log — who signed in, from where, and what failed. No role has access to it until you grant it.

Other systems that sign in to CityScreen Deals, or sign employees in through it, are covered under Identity and API access.

Personal settings

Every employee — not just administrators — can manage their own account from the Account section.

Signing in and out — the username, the steps after the password, a forgotten password, and what signing out does.
Your account — profile, password change, sessions, and the applications you allowed.
Two-step verification — codes by e-mail or from an authenticator app, and backup codes.
Access tokens and app passwords — credentials for scripts and mail clients.

Organizations — how organizations are created and managed at the platform level
Dashboards — user-configurable start pages with sales and saturation widgets