Managing the Product List


Selecting Catalog>Admin and then clicking the Product List button opens the Product List screen.

The list of product profiles is displayed with opportunity to edit and send request to activate and deactivate product. Columns with product type information have been added, including the date of the last modification and status change.

 


The top of this screen contains the following buttons:

  • Product List: Clicking this button opens the Product List screen, which is described on this page.

The area below the buttons allows you to search for products, using the following criteria:

  • Keyword and type: Enter one or more search terms in the field and use the pull-down menu to search by Product nameProduct ID, or Vendor name.

  • Display: This pull-down menu allows you to specify how many results appear on a single table page. See Table Navigation (opens a new article).

  • Statuses: The Statuses pull-down menu allows you to filter the product view by status, as follows:

    • All: View all products regardless of status.

    • Active: View all active products. Active products appear in your Storefront. See Managing the Storefront (opens a new article).

    • Inactive: View all inactive products. Inactive products do not appear in your Storefront.

    • PENDING: Pending products have been added as described in Adding Products..but have not yet been approved by Sys Admin.

    • NEW: New products have been added as described in Adding Products and are ready to be activated. See Activating/Deactivating Products.

The following additional functions are also available:


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Viewing Products


The table in the Product List screen displays the following information for each product:

  • Product name/partner: Name of the product and the partner who supplies the product. Clicking the product name opens the Add/Edit Product screen, which allows you to update that product. See Editing a Product.

  • Resource type: Information about product type.

  • Last modified: Date on which this product was added, activated, deactivated, or edited.

  • History of changes:  Status of the product is displayed under “History of changes”. Clicking on it opens pop-up window with history of product’s changes. This can be one of the following:

  • Status: Either “Activation request” or “Deactivation request” options are available for partners:

    • Activation request - sends product activation request to be approved or declined by a System Administrator.

    • Deactivation request - sends product deactivation request to be approved or declined by a System Administrator.


System Administrator can activate and deactivate product and see the last product’s changes by clicking status. Products of all partners are available for System Administrators.

Unlike partners, System Administrators have other options under “Status”:

  • Activate: Clicking on it makes a product available in the Catalog

  • Deactivate: Clicking on it removes a product from the Catalog


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Adding Products


To add a product:

  1. In the Product List screen, click add product.

The Add/Edit Product screen appears. This screen is blank because no information has been saved for this product.

  1. Use the Company Name pull-down menu to select the company which offers this product.

  2. Use the Resource type pull-down menu to select the Resource type of the product you are adding. This can be one of the following:

  • Bookmarks: Link to an external website that requires no sign-in.

  • Provisioning Connectors: Connectors that tie an existing service subscription to an Organization to provision user accounts. For example, an Organization with an existing subscription to a Learning Management System can connect that subscription to SSO Passport and have user accounts created for users within that Organization.

  • Roster Data Integrations (RDI): RDIs offer possibility for schools to share their roster data with external systems. Each RDI product represents such a system and has its own set of mandatory attributes required for integration.

  • Special Offers: Variation of account provisioning that automatically creates a subscription upon user’s activation, creates user and org subscription, fully automated provisioning.

  • SSO Connectors: Allow users to leverage existing user accounts for single sign on (SSO) by mapping existing third-party accounts to SSO Passport accounts.

  1. If applicable, use the Service type pull-down menu to select the type of service, offered by this product. Please contact Technical Support for assistance.

  2. Enter a name for the product in the Product Name field.

  3. If applicable, enter the following information as needed:

Product URL: URL to which a user will be directed. Applies to Bookmark products only.

Services: Back-end integration, such as a link to a back-end integration. This is provided by SSO Passport Technical Support.

RDI Attribute:  set of attributes which are required to establish integration


  1. Enter the following information:

  • Description: Provide a detailed description of this product.

  • Contact Info:. Enter detailed information, regarding how users can contact you for support or other questions in the Contact info field.

  • Availability: Use the Product availability pull-down menu to select whether this product is currently AVAILABLE for use or if it is COMING SOON.

  • Ecosystem Partner: Select the appropriate radio button to select whether the company providing the product is an Ecosystem Partner. An Ecosystem Partner is a company that has securely integrated with the SSO Passport platform.


  1. Check the appropriate radio button to select whether the product will be available to users of the Standard (Standard Product) or Premium (Premium Product) version of SSO Passport.

  1. Select how the product will be filtered in the Catalog for each of the following filter types. To include the product in all filters of a given type, check the appropriate Include to all... and/or All... checkbox(es).

To apply only certain filters of a given type, clear the appropriate Include to all... and/or All...checkbox(es).

  • Geographic Regions options: countries and states for which products are available.

  • Product subjects: Subject(s) covered by the product, such as Arts, Mathematics, and/or Vocational Education.

  • Grade level: Grade level(s) for which this product applies, such as Pre K5, and/or 12+.

  1. Attach some or all of the following item(s), as appropriate, by clicking the appropriate button to open a File Upload dialog box that allows you to upload a file. If you have uploaded a file by mistake, click the X icon next to the uploaded file:

  • Product and legal documentation: User manual or other instructions/guides. Valid formats are PDF, PPT, PPTX, DOC, DOCX, JPG, PNG, or TIF.

  • Screenshots: Up to five (5) images of the product interface. Valid formats are JPG, PNG, and TIF.

  • Product logo: Image of the product logo. Valid formats are JPG, PNG, and TIF, with a maximum size of 60x60 pixels.

  • Marketing collateral: Use this to add collateral such as a sell sheet, data sheet, case study, solution brief, etc. Valid formats are PDF, PPT, PPTX, DOC, DOCX, JPG, PNG, or TIF.

  • Video link: Link to an online video about the product. Clicking this button opens a dialog that allows you to enter the video name and complete URL to the video in the appropriate fields. Supported video formats currently include: mp4, ogg, webm. Maximum video file size is 500Mb. Any thumbnail image formats are supported with maximum size of 20mb.
     

  1. Click Save Product to finish adding the product. This product will appear as NEW and may be activated as described in Activating/Deactivating Products..

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Activating/Deactivating Products


Activating a product makes it available to users via the Catalog. All requests for product activation or deactivation must be processed by Sys Admin.

Inactive products appear with a red Inactive indicator. To request activation for an inactive product:

Click “Activation request” - sends product activation request to be approved or declined by Sys Admin.

Click “Deactivation request” - sends product deactivation request to be approved or declined by Sys Admin.

System Administrator can activate and deactivate product and see the last product changes by clicking status. Products of all partners are available for System Administrators.

Click the Activate button for that product. The Confirm the status change popup appears.

Enter your reason for deactivation in the Comments... field, and then click the OK button.

The product will remain Active until the deactivation request is approved.

 

Click the Deactivate button for that product. The Confirm the status change popup appears.

Enter your reason for deactivation in the Comments... field, and then click the OK button.

The product will remain Inactive until the activation request is approved.


Editing a Product

To edit a product:

Click the name of the product you want to edit in the Product name /Partner column of the table on the Product List screen.

The Add/Edit Product popup appears with the current product information populated.

  1. Update the product information as needed (see Adding Products, and then click the Save Product button at the bottom of the screen.


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