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Platform Settings

Platform Settings allow you to configure global settings for your Maeris account, including application URLs, default configurations, integrations, user management, and system-wide preferences.

Accessing Platform Settings

Platform Settings are accessible from the main navigation menu. Only users with appropriate permissions can modify platform settings.

Navigation

  • Click on your profile/settings icon in the top navigation
  • Select "Platform Settings" or "Settings"
  • Navigate through different setting categories
  • Save changes when done

Application Configuration

Base URLs

Configure default application URLs for different environments.

  • Development environment URL
  • Staging environment URL
  • Production environment URL
  • Custom environment URLs

Default Browser

Set the default browser for test execution.

  • Chrome (default)
  • Firefox
  • Edge
  • Safari

Default Timeouts

Configure default timeout values for all tests.

  • Element timeout (default: 30 seconds)
  • Page load timeout (default: 60 seconds)
  • Action timeout (default: 10 seconds)

User and Team Management

User Management

  • Invite Users: Add team members to your Maeris account
  • User Roles: Assign roles (Admin, Tester, Viewer) to users
  • Permissions: Configure what users can access and modify
  • User Groups: Organize users into groups for easier management

Team Settings

  • Team Name: Set your team or organization name
  • Team Logo: Upload custom logo for your team
  • Team Preferences: Configure team-wide preferences
  • Billing: Manage subscription and billing information

Integrations

Available Integrations

  • JIRA: Connect with JIRA for issue tracking and test result sync
  • Slack: Send test notifications to Slack channels
  • Microsoft Teams: Integrate with Teams for notifications
  • Email: Configure email notifications for test results
  • Webhooks: Set up custom webhooks for integrations
  • CI/CD: Configure CircleCI, Jenkins, GitHub Actions, etc.

Integration Configuration

  • Enable/disable integrations
  • Configure integration credentials and settings
  • Test integration connections
  • Manage integration permissions

API Keys and Access

API Key Management

  • Generate API Keys: Create API keys for programmatic access
  • Key Permissions: Set permissions for each API key
  • Key Expiration: Configure expiration dates for keys
  • Revoke Keys: Revoke keys that are no longer needed
  • Key Usage: Monitor API key usage and activity

Access Control

  • Configure IP whitelisting for API access
  • Set up rate limiting for API calls
  • Manage access tokens and refresh tokens
  • Configure OAuth settings if applicable

Notifications

Notification Preferences

  • Email Notifications: Configure when to receive email notifications
  • Test Failures: Get notified when tests fail
  • Test Completion: Receive notifications when test suites complete
  • Schedule Alerts: Get alerts for scheduled test executions
  • System Alerts: Receive system and maintenance notifications

Notification Channels

  • Email
  • Slack
  • Microsoft Teams
  • Webhooks
  • In-app notifications

Data and Storage Management

Storage Settings

  • Storage Quota: View and manage storage usage
  • Data Retention: Configure how long to keep test results and data
  • Backup Settings: Configure automatic backups
  • Export Data: Export test data and results

Data Privacy

  • Configure data privacy settings
  • Manage data deletion policies
  • Set up data anonymization
  • Configure GDPR compliance settings

Security Settings

Security Configuration

  • Password Policy: Configure password requirements
  • Two-Factor Authentication: Enable 2FA for enhanced security
  • Session Management: Configure session timeout and management
  • IP Restrictions: Restrict access from specific IP addresses
  • Audit Logs: View and manage audit logs

Compliance

  • GDPR compliance settings
  • Data encryption settings
  • Compliance reporting
  • Data processing agreements

Advanced Settings

System Configuration

  • Feature Flags: Enable or disable platform features
  • Performance Settings: Configure system performance options
  • Logging: Configure logging levels and destinations
  • Maintenance Mode: Enable maintenance mode when needed

Customization

  • Custom branding and themes
  • Custom domain configuration
  • Custom email templates
  • Custom report templates

Best Practices

  • Review Settings Regularly: Periodically review and update platform settings

    Keeps configuration aligned with current needs

  • Secure Credentials: Keep API keys and credentials secure

    Rotate keys regularly and limit access

  • Document Changes: Document significant configuration changes

    Helps team understand platform configuration

  • Test Before Applying: Test settings changes in a non-production environment

    Prevents unintended side effects

  • Use Roles Appropriately: Assign appropriate roles to team members

    Maintains security while enabling productivity

  • Monitor Usage: Regularly monitor API usage and storage consumption

    Helps optimize costs and performance

Next Steps

After configuring platform settings: