User & Organization Settings

The User and Organization Settings section serves as a place for managing both personal and organizational configurations within the Probe platform.

To access the User and Organization Settings, click on the user icon located in the top-right corner. This will open the landing page and replace the Platform’s navigation bar with the dedicated navigation for the settings section.

In the continuation of this page, we will provide detailed explanations for the features within the User and Organization Settings section.

When you’re done with the editing, click Leave Settings, located near the navigation bar, to exit the settings page.

You can also find the Logout option in the bottom of the navigation bar, if you wish to log out of your account.

Password Change

Besides viewing the email address you registered with, the Account Settings page allows you to update your account password directly within the Probe interface.

Access Token Generation

1. Navigate to the Personal Access Tokens Page.

2. Click the “Generate New Token +” button.

3. Provide Token Details.

   1. Token Name: Assign a meaningful name to your token.

   2. Description: Add a brief description for clarity.

   3. Duration: Specify the token’s expiration period.

Once generated, the token will be displayed only once. Be sure to copy and securely store it immediately, as it cannot be accessed again.

Figure 1: Generation of New Token

Managing Your Tokens

On the Personal Access Tokens Page, the tokens table lists all previously created tokens with the following details:

• Name

• Partial Token Key (not the full key for security)

• Created Date

• Expiration Date

• Delete Token Option

Inviting Users To Your Organization

To add a user to your organization, navigate to User & Organization Settings (user icon on top right corner of the platform) and follow these steps:

1. Create the organization (if it hasn't been created already):

   • Go to the General page in the Organization section of the navigation bar. If you haven't already, make sure to create your organization within Probe by setting your organization’s name.

2. Invite the User:

   • Next, navigate to the Users page.

   • Enter the email address of the user you want to invite.

   • Click "Invite". An invitation email will be sent to the user, prompting them to create a password.

3. Manage User Status:

   • In the Users table, you can view all users and their current status.

   • For users who haven’t created their password yet (status: Invited), you can either:

     • Reinvite: Send a new invitation.

     • Copy Invitation Link: You can copy the link and manually send it to the user.

1. The invitation link is expirable. If the user does not accept the invitation in time, a reinvite will be required.

2. If the invitation email isn't received promptly, check the spam folder.

Organization Integrations

Organization integrations work at the organization level, allowing the Probe platform to connect with various applications and tools (e.g., Jira for project management) for smoother integration with your existing workflows.

You can view all available and installed integrations on the Integrations page within the Organization section.

Figure 2: Organization Integrations Page

Do not confuse organization integrations with target integrations, which link the Probe platform to its target.

Jira Integration

After clicking "Install" for the Jira integration, you will be redirected to the Atlassian Authorization app. Here, the SplxAI Platform will request access to your Atlassian account. You will need to select the app you wish to integrate with, grant the necessary access permissions, and accept the privacy policy.

All tickets created by the SplxAI Platform will be displayed as if they were reported by the user who accepted the integration.

ServiceNow Integration

To integrate SplxAI Platform with ServiceNow, you will need the following information:

• ServiceNow Instance URL

  • Provide the URL of your ServiceNow instance.

  • E.g., https://<your_instance>.service-now.com).

• API Key

  • The API Key required for access to ServiceNow's APIs.

  • To learn how to generate API key, visit the ServiceNow Configure API key - Token-based authentication Page.

• User ID

  • Your ServiceNow User ID.

  • To view your User ID after generating the API key, click the information button next to the User field on the API key page. For more details, refer to step 2.e. in the previously linked ServiceNow documentation.

All tickets created by the SplxAI Platform will be displayed as if they were reported by the user defined in the integration process. The incident will be posted in the Incident Management Module.

Figure 3: Service Now Installation