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Settings management

Updated on September 19, 2025
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From the Settings module, an administrator can configure general settings—such as upload their own logo or that of their child or partner organization to the SCALAR platform; configure account settings, such as enable or disable impersonation settings; set the time zone and language; configure domain settings; and manage profiles at the organizational level.

NOTE:
  • This functionality is subject to user permissions. Only an administrator can access the Admin module.
  • Access to the Organization settings tabs is subject to user permissions. 

View and upload or edit logo for personalization #

An administrator can upload the logo of their fleet customer organization to the SCALAR platform to promote their own company’s branding and to lend a personalized experience. They can manage the logo for their organization and also for their child (partner) organizations, if they have subscribed to the Data Sharing module from Salesforce. The logo is displayed on the upper-right side in the header along with the SCALAR logo.

An administrator can upload the logo of their organization to the SCALAR platform and manage the appearance, such as display or hide the visibility of the logo.

  1. In the Admin module > click Settings . The Organization settings page is displayed.
  2. On the General settings tab, click the Logo section. The Logo page is displayed.
  3. In the Organization section, click the Upload logo section. The Upload logo dialog is displayed.
  4. Click Browse to view and select the logo from the Open dialog. Alternatively, drag the logo file in the Upload logo dialog.
    5. NOTE:

    Supported file formats

    • File name extensions: svg, png, jpg, jpeg
    • Preferred file type: png with a transparent background

    Image dimensions

    • Recommended size: 200px (width) x 80px (height)
    • Minimum size: 100px x 40px
    • This feature supports square and rectangular images, which are adjusted within the logo section.
      The rectangular images will be rendered without any space, whereas the square images will have some empty space within the logo component section.
    • In the top bar, a space of 96px x 29px is allocated: the image uploaded must adjust within this space.

    File size constraints

    • Maximum file size: 2 MB
    • Preferred file size: Less than 200 KB

    What is not available?

    • SCALAR does not provide an image editor for resizing and cropping.
    • You cannot edit an uploaded logo. To edit and adjust a logo, re-upload the logo, make the changes, and save.

    Compatibility

    • The logo is displayed in the header of the desktop, laptop, and tablet. The logo is not displayed on the mobile phones because the header is not visible on the mobile devices.
    • You can upload the logo and set the visibility preferences for logo from the mobile web app.
  5. Select the file and click Open. The Crop and rotate dialog is displayed.
    6. NOTE:

    The following settings are available in the Crop and rotate dialog:

    • Zoom in and zoom out: Use the the slider to zoom in or zoom out and fit the logo into the placeholder. Alternatively, use the scroll button or scroll wheel on a mouse to pan or position the image.
    • Click Rotate left or Rotate right as required to flip the image anti-clockwise or clockwise respectively.
  6. Click Upload. The logo is displayed in the Upload logo section.
    7. NOTE:
    • The logo will be visible for everyone across the organization apart from the Support module.
    • The logo will be reflected for the entire organization after some time of uploading. Refresh the page to view the changes immediately.
    • To modify the logo, in the Upload logo section, click the logo.

Appearance #

A administrator can choose to display (or hide) a logo in the header.

  1. In the Admin module > click Settings . The Organization settings page is displayed.
  2. On the General settings tab, click the Logo section. The Logo page is displayed.
    3. NOTE:

    The Partner section will not be displayed for fleet customer organizations that are a single entity (without child organizations).

  3. To display or hide the logo visibility, click the Appearance section. The Appearance page is displayed.
    4. NOTE:

    A preview of the logo as it appears in the header is displayed in the Appearance section. In the above image, the Show option is selected; therefore, the logo is displayed in the preview mode.

  4. To display or hide the appearance of the logo, click the Show or Hide option, and then click Save. The appearance setting is changed.
    5. NOTE:

    A preview of the logo as it appears in the header is displayed in the Appearance section. In the above image, the Hide option is selected; therefore, the logo is hidden.

An administrator can manage the logo for their child (partner) organizations.

NOTE:
  • The partner logo settings are displayed to the organizations who have subscribed to the Data sharing package. These organizations can on-board partners.
  • All the on-boarded organisations with whom the data sharing agreement and contract are entered into are considered as child organisations. They will not have access to logo settings. The logo appearance within these organisations is controlled by their parent organisations.
  1. In the Admin module > click Settings . The Organization settings page is displayed.
  2. On the General settings tab, click the Logo section. The Logo page is displayed.
  3. In the Partner section, click Logo appearance. The Logo appearance page is displayed.
  4. To display or hide the appearance of the logo for a partner, click the Show or Hide option, and then click Save. The settings are applied to the child or partner organizations.
    5. NOTE:

    The visibility of the logo in the partner organization does not depend on the organization settings, instead, it depends on whether the logo has been uploaded by the organization (or parent organization in case of parent-child entity type relationship).

    For example, if the organization (or parent organization) has uploaded its logo, consider this scenario:

    • In the Organization Appearance setting, the Hide option is selected
    • In the Partner Logo appearance setting, the Show option is selected

    Logo visibility: The logo will be visible in the child (or partner organization) but not in the (parent) organization.

View Account settings #

You can view the account settings applied at an organizational level on the Organization settings page. These settings are configured at the time of on-boarding the first administrator.

In the Admin module > click Settings . The Organization settings page is displayed. This table describes the sections on the Account settings tab.

Section

Description

Impersonation

Indicates whether impersonation by the SCALAR Service desk is enabled or disabled.

NOTE:
  • Impersonation facilitates the SCALAR Service desk to establish an impersonation connection with your organization.
  • The impersonation setting is enabled by default.
  • Enabling the impersonation setting will allow the SCALAR Service desk to investigate and troubleshoot an issue raised by impersonating a user.
  • To safeguard the privacy of the user and comply with internal security policies, you can disable the impersonation setting. For more information, see Edit Account Settings.
  • If the impersonation setting is disabled, the SCALAR Service desk personnel will receive a notification indicating that the setting is disabled by the organization when they attempt to impersonate a user. They may contact you (administrator) should there be a requirement for impersonation.
  • To allow the SCALAR Service desk to impersonate the user, you can enable the impersonation setting for the required window period.
  • Disabling the impersonation setting will potentially increase the resolution time.

Time zones

Time zone set for the organization, for example, (UTC-08:00) Pacific Time (US & Canada)

Language

Language selected for the organization: the SCALAR platform is launched based on the language selected

NOTE:

Based on the language selected, the locale settings are applied to the SCALAR platform. If the language is changed, you must re-launch the application to apply the settings.

Edit Account settings #

You can edit account settings for the organization such as enabling or disabling impersonation settings, and modifying the time zone and language.

  1. In the Admin module > click Settings . The Organization settings page is displayed.
  2. On the Account settings tab, click Edit. The Impersonation, Time zones, and Language sections become editable.
  3. In the Impersonation section, select Enabled or Disabled as required.
    4. NOTE:
    • It may take up to 10 minutes for the impersonation setting changes to be reflected.
    • If you have enabled impersonation to facilitate remote troubleshooting by the SCALAR Service Desk, you can disable the setting after the issue is resolved.
  4. In the Time Zones section, from the Time zone list, select the required time zone.
  5. In the Language section, from the Language list, select the required language, and then click Save settings. A confirmation message is displayed. To confirm the action, click Save. The modified configuration settings are saved.
NOTE:

The time zone setting is not considered for time visualization in the SCALAR platform, but only serves to facilitate backend calculations.

View Account Owner information #

The name and registered email address of the account owner is displayed on the Account ownership tab. The account owner details cannot be edited by the administrator in the Admin module. Only the ZF team can edit the account owner details.

Configure Domain settings #

Users can sign into the SCALAR platform by using one of the authentication mechanisms:

  • SSO (Single Sign-On) login
  • Password login
  • SSO and Password login

After the domain or SSO login is activated, all the users of the organization will be able to sign in to SCALAR by using SSO as the authentication mechanism.

NOTE:
  • Disabling the SSO setup will disable the SSO login access for all users until it is enabled again. The users can access SCALAR only through the Email and Password login access mechanism if enabled for the users.
  • You can exclude users from SSO login. The excluded users can then access SCALAR through email and password login.
  • For some users, you can enable both SSO and email and password login to access SCALAR, provided SSO is enabled for their organization.

Manage SSO Login Access #

To enable or disable SSO login:

  1. On the Organization settings page, click the Domain settings tab. The settings configured for the authentication mechanisms are displayed.
  2. Click the Domain / Single sign-on (SSO) Setup section. The Domain / Single sign-on (SSO) setup page is displayed.
  3. To configure settings for SSO setup, click Edit. The page is now in editable mode.
  4. Modify information in the various fields as described in this table, and then click Save. The SSO settings configured are updated.

    5. Section and field

    Action or description

    Domain details

    Enable / Disable SSO Setup

    To enable or disable SSO, click the Enabled or Disabled option

    NOTE:

    After the domain or SSO login is enabled for the organization, all the users can be set to SSO login from the Login access page.
    After the SSO setup is disabled for the organization, the SSO login access for all users will be disabled until enabled again. The users can then access SCALAR only through Email and Password login if enabled for them.

    Connection name

    Connection name is set to ‘ZF-SSO’

    NOTE:

    This field cannot be modified.

    Connection details

    Connection type

    Select the type of the identity authentication protocol: SAML or OIDC

    SAML: Security Assertion Markup Language

    OIDC: OpenID Connect

    Login URL

    The login URL will be generated after the connection is created.

    NOTE:

    This field cannot be modified.

    Issuer URL / Sign-in URL

    Issuer URL: Enter the domain URL of the identity provider involved in authentication in this format:
    https://YOUR_DOMAIN/api/v1/sso/.well-known/openid-configuration

    Sign-in URL: Enter the login URL of the identity provider that will be used for signing in to SCALAR

    Client ID

    Enter the client ID shared by your identity provider in alphanumeric format

    Client secret

    Enter the client secret shared by your identity provider

    NOTE:

    Click to view or hide the client secret.

    X509 Signing certificate

    Applicable for SAML connection type: This section allows you to upload a SAMLP server public key encoded in pem or cer file format

    1. Click Upload X509 signing certificate.
    2. Drag the X509 Signing certificate file to the area or click Select file to browse and select the file. A message is displayed confirming addition of a file.
    3. Click Save to upload the file. You are redirected to the Domain / Single sign-on (SSO) setup page.
NOTE:

The Client ID and Client secret fields are inapplicable for the SAML connection type.

Manage user access #

User access to the SCALAR platform can be managed in the Manage user access section. They can be assigned access either through Single sign-on (SSO) authentication only or Email and Password login authentication only (Password login) or both. You can also disable SSO or password login access if required.

SSO Users tab #

  1. Click the Manage user access section. The Manage user access page is displayed.
    2. NOTE:

    In the Search box, enter the name or email address of the user. Records matching the search criteria are listed.

  2. On the SSO Users tab, do one of the following:
    • Enable password login
      1. Select the checkbox next to the name, and then click Enable Password login. The Enable Password login access dialog is displayed.
      2. To confirm the action, click Enable. The password login is enabled.
    • Enable both SSO and password login
      1. Select the checkbox next to the name, and then click Enable Both. The Enable both (SSO login and Password login access) dialog is displayed.
      2. To confirm the action, click Enable. The password login is enabled. SSO login and password login access are both enabled.

Password Login Users tab #

Users for whom the password login access is activated are listed on the Password Login Users tab.

On the Password Login Users tab, do one of the following:

  • Enable SSO login
    1. Select the checkbox next to the name, and then click Enable SSO login. The Enable SSO login access dialog is displayed.
    2. To confirm the action, click Enable. The SSO login access is enabled.
  • Enable both SSO and password login
    1. Select the checkbox next to the name, and then click Enable Both. The Enable both (SSO login and Password login access) dialog is displayed.
    2. To confirm the action, click Enable. SSO login and password login access are both enabled.

Both tab #

On the Both tab, you can disable SSO or password login.

  • Disable SSO login
    1. Select the checkbox next to the name, and then click Disable SSO Login. The Disable SSO login access dialog is displayed.
    2. To confirm the action, click Disable. The SSO login access is disabled.
  • Disable password login
    1. Select the checkbox next to the name, and then click Disable Password Login. The Disable password login access dialog is displayed.
    2. To confirm the action, click Disable. The password login is disabled.

Manage Profiles #

The Manage profile feature saves on the manual efforts required while configuring the same SSO settings for multiple child organizations. Through this feature, the parent organization can configure an SSO profile (domain and connection settings) as a one-time activity and later, through Data sharing > Framework agreement. When creating a new consumer organization, these SSO profiles can be reused to copy the entire SSO configurations automatically.

NOTE:

This feature is implemented to partially automate the workflow related to data sharing. The domain settings for your organization (parent) must be configured manually on the Domain settings tab. While sharing data with other organizations, you can create multiple profiles for child organizations as required on the Manage profiles tab. For data sharing agreements with child organizations, you can apply the same profile, eliminating the need to enter domain settings multiple times.

The Manage profile tab is visible for the administrator of respective organizations based on the required packages. The SSO and Data sharing-related packages must be applied for the organization.

Illustration

Organization A (parent) enters into a data sharing agreement with organizations B, C, and D (child). Organization A can configure domain settings for child organizations by creating a single profile, for example, ‘Profile1’. When creating the framework agreement for each child organization, you can select and apply profile ‘Profile1’, which reduces manual data entry.

If you need different domain settings for another child organization, create a new profile. For example, for child organization E, a new profile ‘Profile2’ can be created and applied.

NOTE:

You can set the required profile as the default one.

Create Profile #

  1. On the Manage profiles tab, click Create profile. You are prompted to create a new profile.
  2. Click Create profile. The Create profile dialog is displayed.
    3. NOTE:

    If required, select the Set as default profile checkbox.

  3. In the Name box, enter a name for the profile, and then click Create profile. The profile is created and the details page is displayed.
  4. Click the Domain / Single sign-on (SSO) Setup section. The Domain / Single sign-on (SSO) setup page is displayed.
  5. Configure domain settings to specify domain and connection details. For more information on the various fields, see step 3 and 4 in the Manage SSO Login Access section.
    6. NOTE:

    The login URL is formulated automatically as a concatenated string of SCALAR endpoint URL + Region + Connection name + Connection type
    For example, https://app.zf-scalar.com?region=eu&connection-name=SSOTEST-OIDC

  6. Click Save. You are redirected to the Create profile page. A confirmation message is displayed confirming the creation of a new profile.

    7. This is a representative image that lists multiple profiles created.

Edit Profile #

You can modify domain or connection settings from the Manage profiles tab.

  1. On the Manage profiles tab, click the required profile to modify. The Profile details page for the selected profile is displayed.
    2. NOTE:

    The default profile is listed in the Profile details section. The value next to the Organizations field represents the number of organizations to which this profile is applied.

  2. Click the Domain / Single sign-on (SSO) Setup section. The Domain / Single sign-on (SSO) Setup section will become editable. Click the section to reconfigure settings on the Domain / Single sign-on (SSO) setup page.
  3. Modify the required information in the Domain details and Connection details sections, and then click Save. The profile is updated. For more information on the various fields, see step 3 and 4 in the Manage SSO Login Access section.
NOTE:

You can select the profile on the Add new framework agreement page while creating a new data consumer organization for sharing data. In this example, ‘Test9’ profile is selected.

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