Enterprise Onna accounts have access to an admin interface to manage their Onna instance.
The admin interface is where an Onna admin can go to:
Add site settings
Manage what sources are available to that instance
Add enterprise sources
Update configuration preferences
Rename Compliance severity levels and add webhooks
And more! This article covers some of the basics of the admin interface.
Site Settings will allow you to configure your company’s Onna site.
Site brand URL: you can enter a URL for your logo to be displayed at the top of your Onna account.
Login screen brand URL: you can enter a URL for your logo to be displayed on the login screen.
Custom support name: this will be the visible name of your support link which you can enter in the section below.
Customer Support URL: will add an additional help and support link in the user panel underneath the default Onna help and support link.
Admin Users for Enterprise Onna can manage user roles and add/delete users through the 'User Management' panel.
Note: User management is located under Admin preferences in the Main Menu for quicker access as indicated below.
You'll see a list of existing users and their roles, represented in the following format:
Name: Name in Onna. If a user hasn't changed their name in their profile this will display their email.
ID: This is the email they use to log into the system
Role: There are four types of user roles in Onna
Special Permission: allows a user to perform actions their assigned role would normally not allow them to do
User Groups: a group of users that can share workspaces or sources
Enterprise Onna Roles are defined by permission levels:
Account Holder - admin user that created the Onna account
Admin - An Onna user with full permissions and accessibility to the admin dashboard.
User - An Onna user with full permissions
Guest - An Onna user that can only see files or sources that have been shared with them. This user cannot add data sources
Note: Enterprise Onna Roles are different from Workspace Roles.
To see more information on how to manage users visit our user management guide.
Managing Integrations on Onna
Enabling A Source
Companies can also decide which integrations users can add to Onna through the admin dashboard. To do so, head to the 'Admin preferences' tab on the menu.
Now head to the Sources tab on the menu and expand 'Enabled sources'
This page shows all integrations available on Onna. If the checkbox beside it is selected, the integration is available for users to add to the platform. To remove an integration simply uncheck the toggle. This will remove it as an option on the user dashboard.
Enabling an Enterprise Source
Enterprise sources are integrations that have been built to access a company's entire account through the admin's credentials. The enterprise sources that we currently offer are:
Google Drive Enterprise
Microsoft Outlook for Microsoft 365 accounts (using their Microsoft Graph API)
Office 365 Teams Enterprise
To view the enterprise sources expand 'Enabled Enterprise sources':
Just like the 'Enabled sources' panel enterprise sources can be enabled or disabled by clicking the toggle.
Dropbox Business, Google Drive Enterprise, Office 365 Teams Enterprise, Quip Slack Enterprise, & G Workspace can be added normally through the 'My Sources' menu. Setup instructions for each of these integrations are available on our Integrations support page.
Microsoft Domain Admin Consent
Some Microsoft 365 accounts require Admin Consent in order to connect Onna to their account. For users to connect Microsoft Outlook, OneDrive, or Sharepoint as a User, then Onna Microsoft Application may need Admin consent in order to connect.
This field will only show if the client has OneDrive, Outlook, or Sharepoint enabled.
Enabling Identity Sources
Identity sources enable Onna to collect user information to link accounts across different platforms together, enabling the user in Onna to search easily across the different sources of data.
Opening the 'Sources configuration' panel gives you two options for source synchronization options:
Auto-sync only - sources will no longer auto-sync and archive
Mirror Slack Enterprise retention settings - messages that are removed from Slack due to a retention policy will also be removed from Onna
Adding Retention Policies
Retention policies can be set within Onna as well. This feature does not mirror the retention policies within the source, it is its own Onna-specific retention policy. These source-specific rules delete files in Onna after a set time expires. To add a new retention policy click on the 'Add new policy' button:
Next, choose which source you want to delete from and what time you want to set for the policy. You can choose from any enabled source and the times range from one month to five years:
After the policy is set you can add more or edit and delete existing ones.
Note: Source files within a legal hold will not be deleted despite the retention policy. Retention policy dates are related to the date that the information was added to Onna and not when the original file was created.
Onna Configuration Preferences
Additional configuration settings are available through the 'Admin preferences' page by clicking on the 'Configuration' tab:
Expanding the 'Advanced Configuration' panel displays the following options that can be toggled on and off by clicking the checkbox:
Do not notify synced sources - disable email notifications when source sync completes
External sharing - allows sharing of sources and files to users outside of Onna. External users initially have an overall guest role but can be updated later in user management.
Expanding the 'Advanced functionalities' panel displays the following options that can be toggled on and off by clicking the checkbox:
Advanced search - allows searching on specific fields and executing more complex queries
Contract detection (still in Beta) - machine learning function that detects if a document is considered a contract
Preservation - allows you to retain data about specific users while letting other data fall out of Onna through your normal retention settings.
Smart alerts - allows you to send notifications or label documents any time you get a match for a search criteria
Legal hold - retains information that would otherwise be removed from Onna due to mirror syncs and retention policies
Versioning - sets up file versioning that creates a history of changes made to files
Tags - can tag sources, workspaces, and files with keywords
Custom fields - create custom fields that can be applied to workspaces and files
Clicking on the two-step verification panel provides an option to turn this security measure on. Enabling this will require your Onna users to use two-step verification to access the platform.