This project aims to allow customers to customize the complementary properties of their integration through the ROOK portal, automating the configuration processes. The main goal is for customers to make changes autonomously and immediately, without the need for support intervention. This will speed up the implementation of changes in their configurations.
Scope
The feature introduces an automated configuration management system within the ROOK portal. Customers will have access to an intuitive interface to make real-time adjustments. Available features include the ability to add or edit URLs for webhook notifications, set time zones, enable or disable granular data, and activate security protocols. Each action will be fully audited to ensure traceability.
Empowering Customer Autonomy
This system will allow customers to manage their configurations quickly and efficiently, eliminating unnecessary wait times. Automating these processes will provide them with the flexibility to adapt the product to their needs.
Key Benefits
- Intuitive Interface: Easy-to-use design that enables customers to make changes with confidence and security.
- Access Permissions: Strict control to ensure that only authorized users can modify key configurations.
Main Configurations Available
The Customize ROOK module will include three main categories:
- General Settings
- Webhook Notifications: Enables users to add or edit URLs to which notifications of specific events or changes will be sent. These notifications can be used to inform other systems or services when a significant event or update occurs.
- Redirect URL: Allows customizing the redirect URLs used after linking data sources. This is useful when the system requires sending the user to a different page after completing the integration process.
- Time Zone: Allows users to set the time zone in which operations will occur within their account. This is crucial to ensure that data and notifications align with the client’s local time.
- Data Settings
- Receive Granular Data: Allows enabling or disabling the collection of granular data, which are more detailed and specific records (such as minute-by-minute or second-by-second data). These data provide deeper analysis but can be heavier to process and store.
- Receive Unstructured Data: Allows handling and storing unstructured data, such as logs or free-form information. These data are typically harder to organize in a conventional way but can be valuable in certain cases.
- Pre-Existing Data: Allows managing data that already exists in the system or comes from external sources prior to integration with ROOK.
- Security Settings
- Basic Auth: Enables basic authentication, which requires users to enter a username and password to access certain areas of the system. This adds a layer of security before making sensitive configurations.
Frequently Asked Questions (FAQ)
What is configuration automation in the ROOK portal?
It is a new feature that allows customers to modify and manage configurations without the need for manual intervention from the support team.
Is it available to all customers?
Yes, this feature will be available to all ROOK customers. However, keep in mind that the modules you configure will be available based on your plan and contract. If you'd like to activate a module, please contact ROOK support.
What are the main advantages of this feature?
- Less dependency on technical support.
- Quick implementation of changes.
- Greater control and customization of configurations.
- Smoother and more efficient user experience.
What configurations can I modify in the portal?
- Webhook Notifications configuration.
- Modify Redirect URL.
- Select a custom time zone.
- Enable/disable Granular Data and Unstructured Data.
- Configure Pre-Existing Data.
- Enable/disable Basic Auth.
Can I revert configuration changes?
Yes, customers can edit and update their configurations at any time within the portal.