Webhooks represent an efficient way to inform your external applications in real-time about events that have occurred in ALITEO. Instead of regular polling via API, ALITEO sends an automatic notification (HTTP POST request) to your defined URL address immediately after a selected action occurs.

Management and Configuration

In the overview, you can see all active webhooks, their names, target URL addresses, and the types of monitored actions. Each webhook can be deactivated or archived if necessary.

When creating a new webhook, you define:

• Status – whether the webhook is active or inactive.

• Name and URL Address – identification of the webhook and the target endpoint where data should be sent.

• Action Types – specific events that should trigger the notification (e.g., creation/modification of a task, comment, attachment, work log, project, or team).

• Filtering (Scope) – you can limit the scope of the webhook to all or only selected workspaces, projects, and teams. For work logs, those linked directly to the company can also be monitored.

Queue and Error Handling

The Queue tab is used to monitor outgoing notifications. For each record, you can see the processing time, component ID, and current delivery status.

Automatic Retry System: ALITEO attempts to ensure message delivery even in the event of temporary outages of your server:

• Temporary Error – occurs if your server does not respond with a success code. The system will attempt to resend a total of 12 times. In the queue, you will see information about the current number of attempts and the scheduled time for the next run.

• Permanent Error – if successful delivery does not occur even after the 12th attempt, the record is marked as a permanent error, and the system stops further retries for that specific event.

Data synchronization ensures a two-way transfer of information between the ALITEO application and another external system. This function is key to keeping data up to date across your tools. The system keeps a history of changes for 30 days, allowing the state of components to be reproduced in another system in chronological order. An API is also available for writing synchronized components back into ALITEO.

Selecting Components for Synchronization

Within the settings, you can choose specific ALITEO components to be synchronized via the API. Simply check the relevant boxes:

• Users and Groups – includes company users (including mentored ones), user groups, and solver groups (including members).

• Structure and Entities – attributes defined at the company level (including shared values), portfolio types, portfolios, teams, workspaces (including stages and attributes), and projects.

• Work Logs and Tasks – synchronization of work logs and detailed change tracking for tasks.

Detailed Task Change Tracking

For tasks, you can define in more detail which changes you want to track. These settings only apply if the parent task is also being tracked:

• Comments, Attachments, ToDo lists, Subtasks, Links, Solvers, Followers, and Task merging.

Synchronization Property Refinement

At the bottom of the tab, you can set the system's behavior during the transfer process:

• Create Notifications – option to enable system notifications during data synchronization.

• Send Invitations – option to automatically send invitations when synchronizing company users.

History and Visibility

The system allows you to track the time of the last synchronization. In the "Display last synchronization time in company tooltip" section, you can set the visibility of this information:

• Do not display – the time will not be visible.

• To Administrators – the time will only be visible to users with administrator rights.

• To Internal Members – the time will be available to all internal company users.

The Integration tab allows you to connect the ALITEO application with external systems and automate data flows. This section is intended for administrators to manage the technical interface and configure specific connection types. Within Integration, you will find the following sub-tabs:

• Data Synchronization – to set up the two-way transfer of information.

• Webhooks – to send automatic notifications to your application in response to an action in ALITEO.

API Interface and Documentation

To successfully implement and connect with your own system, you need to use API endpoints.

• API Reference – a complete list of all endpoints and technical specifications can be found at this address. This documentation serves as a key guide for your developers.

• Secret Keys – two unique keys are available for authenticating requests. You can reset each key (generate a new one) or permanently delete it.

• Interface Status – for a functional connection, the API interface toggle must be set to "On".

Team templates help you quickly and consistently create new teams with a predefined structure and settings. Unlike other objects, templates are automatically shared to your company upon creation, ensuring their immediate availability for the effective scaling of your organizational structures.

List of Team Templates

In a clear table, you will find a list of all templates created within your company. Due to automatic sharing, the table includes:

• Name – the name of the template for easy identification when creating a new team.

Actions and Template Management

Within this tab, you can perform administrative tasks for individual templates using the icons on the right side of the table:

• Archive – if a template is no longer needed for active use, you can archive it. This hides it from the standard selection when creating teams without permanently deleting the history or data associated with it.

Thanks to this overview, company administrators have control over the available patterns for creating teams and can operationally manage their list from one central location.

Saved views help you work with data more efficiently thanks to predefined filters and displays that you can customize in the ALITEO application to suit your needs. This section provides a central record and overview of all views that are shared to your company within the application. This tab serves for the administrative management of these objects and ensures their availability across projects and teams.

List of Shared Views

In a clear table, you can see all views that are shared with other users of the company. For each entry, the following information is available:

• Name – the name of the view for easy identification.

• Owner – the name of the user who currently has full control over the view.

• Sharing scope – information regarding who the view is available to within the company.

Actions and Ownership Management

Within this tab, you can perform administrative tasks for individual views using the icons on the right side of the table:

• Change Owner – by clicking the user icon for a selected view, you can delegate it to another company user. By doing so, the new user gains all disposal rights to the view, including the ability to edit it, modify settings, or delete it entirely.

Thanks to this overview, company administrators have control over all shared views and can operationally change the persons responsible for their maintenance without having to search for the views in individual user accounts.

Dashboards help you visualize data using widgets and provide an immediate overview of the status of your projects. This section provides a central record and overview of all dashboards that are shared to your company within the application. This tab serves for the administrative management of these objects and ensures their availability to the relevant team members.

List of Shared Dashboards

In a clear table, you can see all dashboards that are shared with other members of the company. For each entry, the following information is available:

• Name – the name of the dashboard for easy identification.

• Owner – the name of the user who currently has full control over the dashboard.

• Sharing scope – information regarding who the dashboard is available to within the company.

Actions and Ownership Management

Within this tab, you can perform administrative tasks for individual dashboards using the icons on the right side of the table:

• Change Owner – by clicking the user icon for a selected dashboard, you can delegate it to another company user. By doing so, the new user gains all disposal rights to the dashboard, including the ability to edit it, modify settings, or delete it entirely.

Thanks to this overview, company administrators have control over which dashboards are shared and can operationally change the persons responsible for their maintenance without having to search for the dashboards in individual user accounts.

This module allows all email communication from the ALITEO application to be sent under your own corporate identity.

Licensing Requirements

To activate this feature, your company must have an Enterprise license or a Premium license with an active Company Branding add-on.

Email Settings

1. Open Module: In settings, go to Company Branding > Sender Email.

2. Add Domain: Click the "Add custom domain" button.

3. Enter Domain: In the displayed window, enter the name of your domain or subdomain and confirm by clicking Save.

4. DNS Configuration (For IT Admins): Technical information for your domain administrator will then be displayed. It is necessary to set the appropriate CNAME records (for mail_cname and DKIM keys) with your provider so that the ALITEO system can securely send emails on your behalf.

5. Final Address Setup: Once the domain is verified (status "Verified"), set the specific email addresses and names:

   • Sender: The address emails are sent from (e.g., helpdesk@yourdomain.com).

   • Reply: The address users will reply to (e.g., reply@yourdomain.com).

Important Technical Note: Subaddressing

The domain and email server used for sending must strictly support subaddressing (also known as plus addressing).

• Why is it necessary? ALITEO uses the email format with a "+" (e.g., reply+comment.XXXXXXXX@yourdomain.com) to match replies to tasks. If your server does not support these addresses, email replies will not be recorded back into the system.

The Anonymous Portal is a specialized interface used for secure communication with external entities (e.g., clients, contractors, or the public) without these users needing to have a full account created in the ALITEO application. Branding this portal allows you to maintain a professional impression and visual continuity of your brand.

Appearance Customization Options

Within the branding settings, you can modify key visual elements of the portal to match your corporate style:

• Portal Logo:

  • Use company logo: The portal will automatically adopt the main logo you have set in the basic company branding.

  • Upload a different logo: Use this option if you use a different version of your logo for external communication or specific projects. This logo will also be used in the header of notification emails sent from the portal.

• Portal Background:

  • Aliteo: The portal will use the standard ALITEO system gray background.

  • Custom color as background: Allows you to define a specific color shade (e.g., according to your graphic manual) to color the entire surface of the portal.

  • Upload image as background: For maximum personalization, you can upload your own photo or graphic background to be displayed on the portal's background.

Portal Activation

It is important to keep in mind that the branding settings define the appearance of the portal, but its actual functionality is enabled for each project separately:

1. Go to the Settings of a specific project.

2. In the Advanced section, activate the Allow anonymous portal option.

3. Once activated, the portal will be available for external communication within the given project, featuring the visual elements you configured in the Company Branding section.

This module allows you to unify user signatures in task comments.

• Options: You can choose either Signature by user or Unified company signature.

• Signature elements: For the unified signature, you can enable the display of name, phone number, position, company, and email.

• Add-on: In the Signature appendix field, you can insert any text that will be displayed below the automatic details.

Company Branding allows you to fully customize the visual identity of the ALITEO application to match your corporate standards. With these features, you can replace default system elements with your own logo, customize portal graphics, or send notifications from your own email domain.

Licensing Terms

The use of branding tools is subject to your license type:

• Enterprise License: Branding is included in the base package, and you have automatic access to it.

• Premium License: Branding features are not included by default but can be activated as a paid add-on.

What can be configured within branding?

Branding consists of four main modules that allow you to unify your corporate communication:

• Company Logo: Uploading the main logo, which is displayed throughout the application.

• Signatures: Defining a unified visual style for task comment footers for the entire company or individual users.

• Anonymous Portal: Customizing the appearance of the external environment for clients (custom colors, backgrounds, and specific logo).

• Email Sender: Configuring a custom domain for sending email notifications with subaddressing support.