Functional Requirements - Configuration Panel

Owned by Sarah Farooqi
Last updated: Sept 11, 2024
2 min read

Purpose  

The Tenant Configuration Panel will allow tenants of the Exchange to customize and configure key aspects of their instance. This will provide tenants with the ability to manage settings related to branding, user permissions, integrations, and feature toggles within their environment. 

Scope 

The Tenant Configuration Panel will be accessible by tenants who have administrative privileges and will allow customization of the following areas: 

  • Branding (logo, color scheme) 

  • User management/permissions 

  • API and integration settings 

  • Feature toggles (enable/disable different parts of the Exchange) 

  • Security 

  • Notifications 

Functional Requirements  

 

##

Requirement

Tasks

Description

Phase

##

Requirement

Tasks

Description

Phase

1

User Interface

 

 

 

1a

 

Account sign up for tenant

 

1

1b

 

Tenant - Configuration Panel/ Main Dashboard

 

1

1c

 

URL

  1. We can offer a standardized format - example: fao.digitalexchange.global

  2. If they want their own domain, we can support with instructions and they can maintain themselves.

2

2

User management

 

 

 

2a

 

User management - Background configurationCDS-2055: User management - Background configurationDone

 

1

2b

 

User management tab for admins

 

1

2c

 

Access/permissions tab for tenant users

 

1

2d

 

Add an additional “approver” role

 

1

2e

 

Ability to add new roles

 

2

3

Branding Customization

 

 

 

3a

 

Branding - Logo uploadCDS-2059: Branding - Logo uploadDone

supported formats .png, .jpg, .svg
example: fao-logo.svg

1

3b

 

Color scheme

Hex codes (up to 4 colors)

2

3c

 

Custom fonts

 

2

3d

 

Favicon

Custom or select choices

2

4

Landing Page Customization

 

 

 

4a

 

Editor - create your landing page content

 

1

4b

 

Hero images

 

2

4c

 

Define standard widgets for customizing landing page

 

2

4d

 

Do you want to feature/pin any content? 

we can add more customization.

2

5

Integration

 

 

 

 

 

Analytics

 

2

 

 

Documentation

 

2

6

Feature Toggles

 

 

 

6a

 

Pin one item for landing pageCDS-2061: Pin one item for landing pageProposed

 

1

6b

 

Catalog toggle options (products, BBs, Use cases, projects)CDS-2062: Catalog toggle options (products, BBs, Use cases, projects)In Progress

 

1

6c

 

Marketplace options (Comparison, RFPs, Storefronts)

 

2

6d

 

Resources (Library, Playbooks, Courses, RW, AI Chatbot)

 

2

6e

 

Ability to rename categories, add/deleteCDS-2063: Ability to rename categories, add/deleteDone

The UN wants to rename Building blocks to “Product Domains” and wants to be able to add/delete their own categories

1

6f

 

FiltersCDS-2064: FiltersIn Progress

Turn off/on

1

6g

 

Page sections

Turn off/on

2

7

UX toggles

 

 

 

 

 

Card view vs. List ViewCDS-2065: Card view vs. ListIn Progress

 

1

 

Parking Lot

 

  1. Feature toggles - pin one item for landing page *

    1. Catalog *

      1. Products

      2.  

    2.  

  2. Data toggles

    1. Sync data from Global Exchange?

    2. Submit your own data (see API)

  3. Security/Privacy settings

    1. Sync/ share with Global Exchange (public/private/custom)

    2. Other?

  4. Notification settings

    1. Emails/frequency

  5. Documentation settings

    1. Data sharing agreements, code of conducts, what can be shared/is not private, standards for accuracy and quality of data

  6. Publish Draft (Dev Environment) or Deploy (Production)

    1. Add task to architecture work

  7. Change/update process

  8. See UN Change Request