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leon:general-setup [2023/05/19 17:31]
marek [Bases]
leon:general-setup [2024/03/25 11:19] (current)
rafal [Automatically mask PAX after given days]
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   * **Mobile Notifications** - full section explained [[leon:mobile-notifications-tab-in-general-settings|here]]   * **Mobile Notifications** - full section explained [[leon:mobile-notifications-tab-in-general-settings|here]]
   * **Fuel** - full section explained [[leon:fuel-prices-settings-in-general-settings|here]]   * **Fuel** - full section explained [[leon:fuel-prices-settings-in-general-settings|here]]
 +  * **Phonebook** - settings related to PAX 
   * **Crew App** - settings that apply to the Crew mobile app   * **Crew App** - settings that apply to the Crew mobile app
   * **Security** - settings that apply to the user login settings   * **Security** - settings that apply to the user login settings
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 In the 'Email Templates' section > 'Recipients' tab of any template, the relevant 'Reply to' option can be selected. Below, Base sales email option selected on the 'Charter Agreement' template: In the 'Email Templates' section > 'Recipients' tab of any template, the relevant 'Reply to' option can be selected. Below, Base sales email option selected on the 'Charter Agreement' template:
  
-{{:leon:settings:bases-emails:bases_-_sales_email_selected.png?nolink|}}+{{:leon:settings:bases-emails:email_templates_-_reply_to_options.png?nolink|}}
  
 Once this template is used, the relevant base email will apply to the 'Reply to' field. Below, 'Sales email' assigned to MEL base: Once this template is used, the relevant base email will apply to the 'Reply to' field. Below, 'Sales email' assigned to MEL base:
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 ---------- ----------
 +===== Tab 'Phonebook' =====
 +
 +The 'Phonebook' tab contains the following options:
 +
 +  * **Is account required** - checkbox that, if ticked, requires the new Phonebook entry to be assigned to an Account
 +  * **Automatically delete PAX after given days** - option to set up Leon to automatically remove passenger details from the system if they are not assigned to flights within a specified timeframe. By default, this function will be turned off for all operators. More information below
 +
 +==== Automatically delete PAX after given days ====
 +
 +
 +The 'Automatically delete PAX after given days' configuration contains the following options:
 +[{{ :leon:settings:phonebook-tab:automatically_delete_pax_after.png?300|'Automatically delete PAX...' setting}}]
 +   * **Delete PAX enabled** - option to enable automatic deletion. 
 +   * **Send notification 7 days before deletion to:** - specify an email address where a notification containing passenger names scheduled for deletion will be sent seven days before the deletion date. This field is mandatory if the **'Delete PAX enabled'** checkbox is selected. 
 +   * **Delete PAX after** - a field where it will be possible to indicate the number of days (by entering a numerical value) after which PAX data will be deleted if PAX is not assigned to the flight within the specified timeframe. The minimum threshold for deleting PAX is 30 days. 
 +
 +<box>**Please use this function with extreme caution, as the deleted data cannot be recovered!**</box>
 +
 +It is **possible to exclude the PAX** that are not to be automatically deleted by selecting the **Never delete automatically** setting in the Phonebook > Passenger profile > 'MISC' tab.
 +
 +--------------
 +==== Automatically mask PAX after given days ====
 +
 +This setting automatically masks passenger (PAX) contact information not used in trip bookings or sales quotes within the past days. This function enhances data privacy and security. 
 +[{{ :leon:settings:phonebook-tab:mask_pax_-_settings.png?300|'Automatically mask PAX after given days' settings}}]
 +The 'Automatically mask PAX after given days' configuration contains the following options:
 +
 +  * **Mask PAX enabled** - Activates the functionality
 +  * **Mask PAX after** - Number of days after which PAX will be masked.
 +
 +=== Conditions ===
 +
 +For this functionality to work the following conditions have to be met:
 +
 +  * PAX cannot be a User
 +  * PAX cannot be marked as 'Deleted'
 +  * PAX cannot be marked as 'Is representative'
 +  * PAX is selected as a passenger on a past flight but was not assigned to a flight within the days indicated in the 'Mask PAX after'
 +
 +=== How it works ===
 +
 +[{{ :leon:settings:phonebook-tab:mask_pax_-_preview_in_the_phonebook.png?300|Example of masked passport in the PAX profile}}]
 +Once the conditions for masking PAX data are met, the PAX details (currently 'Passport' number) will be unavailable for preview, as per the screenshot on the right.
 +
 +Additionally, the passport number will be masked in the PAX sections of OPS > 'PAX' tab on a flight and Requests/Quotes > 'PAX' tab in a quote:
 +
 +{{:leon:settings:phonebook-tab:mask_pax_-_ops_pax_tab.png?nolink|}}
 +
 +A User with the **Contact Mask** privilege set to 'EDIT' will be able to:
 +
 +  * **preview** the masked details in the PAX profile by clicking on the {{:leon:settings:phonebook-tab:mask_pax_-_eye_icon.png?nolink|}} icon, and
 +  * **unmask** the details by clicking on the 'UNMASK' option in the PAX profile and saving changes
 +
 +If a User's **Contact Mask** privileges are set to **DENY**, the user will see the {{:leon:settings:phonebook-tab:maks_pax_-_question_mark.png?nolink|}} icon in the PAX profile with the following information: //You don't have permissions to unmask passports.//
 +
 +
 +----------------
 ===== Tab 'Crew App' ===== ===== Tab 'Crew App' =====
  
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 ---------------- ----------------
 ===== Tab 'Security' ===== ===== Tab 'Security' =====
-[{{ :leon:settings:security:security_tab.png?300|'Security' tab}}] 
  
 In the 'Security' tab additional security login settings can be selected. In the 'Security' tab additional security login settings can be selected.
  
 The additional security options are:  The additional security options are: 
 +[{{ :leon:settings:security:gs_-_security_tab.png?300|'Security' tab}}]
   * **Force two factor authentication for all users** - 'Two factor authentication' applied globally per operator. More information about this option can be found [[leon:users|HERE]].   * **Force two factor authentication for all users** - 'Two factor authentication' applied globally per operator. More information about this option can be found [[leon:users|HERE]].
   * **Trusted IP** - a section where trusted IP addresses can be inserted. IP addresses listed here will not be subject to 2FA authentication   * **Trusted IP** - a section where trusted IP addresses can be inserted. IP addresses listed here will not be subject to 2FA authentication
 +  * **Single sign-on settings** - a section where alternative way of signing in to Leon can be set up
 +  * **Second factor validity time [h]** - This setting decides, that after logging in using two-factor authentication, following logins for this user, on that specific machine, can be performed without using a second factor for a certain amount of hours (MAX 12h)
 +
 +------------------
 +==== Single sign-on settings ====
 +[{{ :leon:settings:security:login_with_sso.png?300|Microsoft SSO in Login page}}]
 +The configuration panel can be accessed in the 'General Settings' of the admin panel under the 'Security' tab.
 +
 +It contains the following options:
 +
 +  * **Enable SSO ** - In order to enable SSO the box must be checked.
 +  * **Operator domain ** - Enter your company's Microsoft-registered domain here. Only accounts in that domain will be allowed to sign in to Leon.
 +  * **Disable login and password access ** - If you check this checkbox, you will only be able to log in using Microsoft SSO credentials, and logging in with Leon's credentials will not be possible.
 +  * **Provider ** - Choose Microsoft as a provider. 
 +
 +{{:leon:settings:security:sso_settings_bord.png?nolink|}}
 +
 +Once it is configured, Users will be able to **log in using the Microsoft account instead of Leon-generated login and password**, as per the screenshot on the right-hand side.
 +
 +--------
  
 ---------------- ----------------
leon/general-setup.1684517473.txt.gz · Last modified: 2023/05/19 17:31 by marek