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2FA Setup and Login Process - Tenant Users

2FA Setup and Login Process - Customer Users

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Overview

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Tenant Overview & Key Features

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A tenant represents a direct client of NextFluent and serves as the primary administrative entity within the AssessFluence application. Tenant accounts are created and provisioned by the NextFluent support team. Users with tenant accounts have administrative privileges and can perform the following actions:<ul><li>Create Assessments and Groups: Design new assessments or group multiple assessments into logical categories.</li><li>Manage Collections: Establish collections and their respective items, then associate them with specific assessments or assessment groups.</li><li>Define Subscription Plans: Link assessments or assessment groups to subscription plans tailored to client or organizational needs.</li><li>Create Entities: Set up organizational units such as customers, departments, teams, or other entities.</li><li>Assign Subscription Plans: Allocate one or more subscription plans to individual entities for tailored access.</li><li>Manage Entity Owners: Create and configure owner user accounts for the entities established under the tenant.</li><li>Review Account Settings: Oversee and update account configurations as necessary.</li></ul>Tenant accounts empower users to manage their operations efficiently by centralizing administrative tasks and enabling seamless access to the platform's features.<h2>Modules accessible to Tenant user accounts</h2>Tenant user accounts typically have access to the modules listed below:<ul><li>Plans</li><li>Entities (aka as Customers)</li><li>Projects</li><li>Users</li><li>Filestore</li><li>Collections (available on the enterprise plan only)</li><li>Account Settings</li></ul>

<h3>Customer/Entity Overview</h3>An&nbsp;Entity represents a group of users with access to a specific set of&nbsp;assessments, assessment groups, and modules. This structure allows flexibility in organizing users by their organization type, departments, projects, or teams. For example, an&nbsp;Entity could represent a&nbsp;sales department, a&nbsp;specific company, or a&nbsp;project team. Entity user accounts have access to a range of management capabilities to streamline administration and operations. Below is a detailed breakdown of its features and functionalities.&nbsp;<hr><h3>Key Features and Functionalities</h3><h4>1. User Management</h4>Entity accounts are equipped to create, organize, and maintain user structures:<ul><li>User Groups: Entity users can create&nbsp;user groups to efficiently organize individuals and assign:<ul><li>Assessments or&nbsp;Assessment Groups to one or more user groups.</li></ul></li><li>User Roles and Permissions: Entity users can define custom&nbsp;user roles and assign associated&nbsp;permissions to tailor platform access and capabilities specific to their needs (e.g., admin, editor, viewer roles).</li><li>User Lists: Create lists of users and organize them for bulk operations such as assigning assessments or campaigns.</li><li>User Nodes and Hierarchical Links: Build a hierarchical user structure by creating&nbsp;nodes that represent organizational levels, teams, or working relationships. Users within the nodes can be linked with&nbsp;parent-child relationships to shape a hierarchy (e.g., manager ↔ team members).</li></ul><hr><h4>2. User Creation and Assignment</h4>Entity users can:<ul><li>Create Users and assign them to:<ul><li>One of the predefined&nbsp;user profiles.</li><li>Relevant&nbsp;user groups for seamless assessment and campaign management.</li></ul></li><li>Assign Hierarchical Links: Link users within the hierarchical structure, aligning them within the organizational or operational framework.</li></ul><hr><h4>3. Collections Management</h4><ul><li>Entities can&nbsp;add new collection items to existing collections the&nbsp;owner user has access to. This allows extending data items (e.g., adding new employees to an employee database or new assets to an asset database).</li></ul><hr><h4>4. Project Settings Management</h4><ul><li>Review and configure&nbsp;Project Settings for the assigned assessments, including:<ul><li>Setting up&nbsp;default email campaign invitation templates, ensuring smooth and customized communication for assessment invitations.</li></ul></li></ul><hr><h4>5. Campaign Management</h4>Entity accounts can launch and manage campaigns to assigned users:<ul><li>Send Campaign Invitations: Send campaigns linked to assessments or assessment groups to:<ul><li>A single user.</li><li>Multiple users or user groups.</li></ul></li><li>Associate Campaigns with Collections: When applicable, campaigns can be tied to&nbsp;specific collection items for tracking data at the item level.</li><li>Collaborator Invitations: Invite&nbsp;collaborators to participate in campaigns, fostering teamwork and collaboration.</li><li>Start and Complete Campaign Invitations: Initiate campaigns and manage tasks to ensure campaign invitations are completed.</li></ul><hr><h4>6. Workspace Assessments</h4><ul><li>Entity users can&nbsp;start and complete any workspace assessments, maintaining the flexibility to handle data collection directly in the workspace.</li></ul><hr><h4>7. Approval Request Management</h4><ul><li>Entity users can&nbsp;open and complete pending approval requests, ensuring smooth workflows and preventing delays in decision-making.</li></ul><hr><h4>8. Learning Center Courses</h4><ul><li>Entity accounts allow users to:<ul><li>Start and complete courses available in the Learning Center.</li><li>Better organize and track training resources and ensure course compliance.</li></ul></li></ul><hr><h4>9. Response and Data Pool Management</h4><ul><li>Response Module:<ul><li>View and moderate collected assessment responses.</li></ul></li><li>Data Pools Management:<ul><li>Review and analyze&nbsp;virtual assessments linked to&nbsp;Data Pools, providing deeper insights into response data across datasets.</li></ul></li></ul><hr><h4>10. Account and Profile Settings</h4><ul><li>Entity accounts offer full control over account and profile settings:<ul><li>Update Account Settings: Manage branding, email integrations, and system defaults as allowed by their permissions.</li><li>User Profile Management: Entity users can review and update their profile details, including activating/deactivating the&nbsp;offline mode for assessments and workflows.</li></ul></li></ul><hr>&nbsp;<h4>Context</h4>The&nbsp;Entity module provides a comprehensive framework for organizing and managing users, assessments, and workflows within a structured group. It equips users with powerful tools to handle everything from campaigns and collections to responses and approvals. With robust organizational tools like hierarchies, roles, and permissions,&nbsp;entities are vital for streamlining operations across departments or teams.<h2>Modules accessible to Customer/Entity user accounts</h2>Customer/Entity user accounts typically have access to the modules listed below:<ul><li>Responses</li><li>Approvals</li><li>Projects</li><li>Campaigns</li><li>Invitations</li><li>Workspace</li><li>Learning Center</li><li>Data Pools</li><li>Users</li><li>Filestore</li><li>Collections (available on the enterprise plan only)</li><li>Account Settings</li></ul>

<h2>What makes AssessFluence Report Generator unique?</h2>AssessFluence report language is a universal low-code templating language.This templating language works virtually with all documents (docx, odt, ods, md, xml, html, ...) even if AssessFluence does not know the specification of the document. For computer scientists, it is an XML-agnostic algorithm.It uses a simple declarative programming language, which is not intrusive. You don't need to insert control flow codes such as <code>if</code> or <code>start/end-loop</code> tags in your document.This way of programming provides more flexibility for traveling data. You can transform your original JSON array directly in the template.<blockquote>In computer science, declarative programming is a programming paradigm, a style of building the structure and elements of computer programs, that expresses the logic of a computation without describing its control flow.Many languages applying this style attempt to minimize or eliminate side effects by describing what the program should accomplish in terms of the problem domain, rather than describing how to go about accomplishing it as a sequence of the programming language primitives (the how being left up to the language's implementation).This is in contrast with imperative programming, in which algorithms are implemented in terms of explicit steps. <a href="https://en.wikipedia.org/wiki/Declarative_programming">Wikipedia source</a></blockquote><hr><h2>Essential knowledge</h2>What is a template? A document created with the tool of your choice. It can be a DOCX, PPTX, ODT, HTML, MD, etc. AssessFluence supports almost any type of editable document.What is JSON? A way to organize and share information in a format that is easy for both people and computers to understand. The JSON is the raw data coming directly from your responses, campaigns, etc. in AssessFluence.What is a Tag? A placeholder (also called "merge field") in your template that indicates where data should be inserted. Tags are written between curly braces <code>{}</code>. Types of tags:<ul><li><code>{d.}</code>: Injects data from the main <code>data</code> object.</li><li><code>{c.}</code>: Injects data from the <code>complement</code> object.</li><li><code>{# }</code>: Special tag to declare an alias (shortcut).</li><li><code>{t( )}</code>: Special tag for multi-language translation</li><li><code>{o.}</code>: Special tag to apply AssessFluence options: pre-release tags and arithmetic precision.</li></ul>How does AssessFluence Report Generator work? AssessFluence merges your template with the data and generates a new document.What is a Formatter? A function (e.g., <code>:lowerCase</code>) that is added to the end of a tag to modify the data. What you can do with formatters:<ul><li>Format numbers, dates, strings, currencies, etc.</li><li>Create conditions,</li><li>Perform mathematical computations, aggregations, etc</li><li>Use them for advanced features such as inserting images, merging PDFs, parsing HTML, or applying colors, etc.</li></ul><h2>Generate a document</h2>Designing a template is 80% about mastering your text editor (e.g., Microsoft Word, LibreOffice, OnlyOffice) and 20% about understanding the AssessFluence Report Generator language, which is fully covered in the Help Center.<ul><li>Use your text editor to add elements such as headers, footers, page numbers, and table of contents, ...</li><li>Add AssessFluence tags to inject your data and see the result</li></ul>Ready to generate your first report template? Just follow this quickstart tutorial below to get started. &nbsp;<hr><h2>1 - Design a report template</h2>Generating your first report with AssessFluence is very simple.Simply create an ODT or DOCX document with Microsoft Word, Libreoffice or Google Docs (just to get started, other formats are of course supported 😉).Then write tags, which are placeholders used by AssessFluence to inject data, such as:<pre><code class="language-plaintext">Name: {d.data.firstname} {d.data.lastname}</code></pre>Bravo 🤩, your template is ready to use!<h2>2 - Upload a report template</h2>For the second step, you need to upload your template into the AssessFluence platform.<ul><li>Navigate to Projects &gt; Reports.</li><li>Then click on Add, set a name and open the design studio and upload your template</li></ul><h2>3 - Preview your report</h2>All that's left to do is insert your data into the JSON editor. Your document is immediately previewed.<h2>4 - Download final report</h2>You can then download your document in any format you like!<hr><h2>Amazing feature - Live reloading</h2>Live reloading allows designing and editing templates from your local text editor, and AssessFluence Report Studio will preview the report automatically. Upload a template once, and the document previews on the AssessFluence studio as soon as the JSON/template is updated.It's magic 🎉

Welcome! Integrating forms and/or assessments into your workflow is quick and easy with AssessFluence. Follow this short guide to start creating and deploying forms within our app.<hr><h3>1. Access the Survey Feature</h3><ul><li>Log in to your account.</li><li>Navigate to the Projects section from the main menu.</li></ul><h3>2. Create a New Form</h3><ul><li>Click "Add".</li><li>Use the intuitive drag-and-drop interface to add questions:<ul><li>Multiple Choice</li><li>Text Input</li><li>Rating</li><li>Dropdowns, and more.</li></ul></li></ul><h3>3. Customize Your Form</h3><ul><li>Set question properties: required, default values, etc.</li><li>Configure survey options:<ul><li>Welcome message</li><li>Progress indicators</li><li>Completion message</li></ul></li></ul><h3>4. Preview Your Form or Assessment</h3><ul><li>Use the Preview button to test the form.</li><li>Make adjustments as needed to improve user experience.</li></ul><h3>5. Deploy the Form or Assessment</h3><ul><li>Once satisfied, click Save.</li></ul><h3>6. View Responses</h3><ul><li>Access the Responses tab to see real-time data.</li><li>Export results for analysis or integrate with other tools.</li></ul><hr><h3>Tips:</h3><ul><li>Use the rich library of question types to gather diverse data.</li><li>Customize styling to match your branding.</li><li>Use logic and branching for personalized survey paths.</li></ul><hr>

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