Functional Requirements

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

##	Requirement	Tasks	Description	Phase
1	User Interfacehttps://digital-impact-exchange.atlassian.net/browse/CDS-2051
1a		Account sign up for tenant		1
1b		Tenant - Configuration Panel/ Main Dashboard		1
1c		URL	We can offer a standardized format - example: fao.digitalexchange.global If they want their own domain, we can support with instructions and they can maintain themselves.	2
2	User management
2a		Background configuration
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		Logo upload	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		1
6b		Catalog options (products, BBs, Use cases, projects)		1
6c		Marketplace options (Comparison, RFPs, Storefronts)		2
6d		Resources (Library, Playbooks, Courses, RW, AI Chatbot)		2
6e		Ability to rename categories, add/delete	The UN wants to rename Building blocks to “Product Domains” and wants to be able to add/delete their own categories	1
6f		Filters	Turn off/on	1
6g		Page sections	Turn off/on	2
7	UX toggles
		Card view vs. List View		1

Parking Lot

Feature toggles - pin one item for landing page *
1. Catalog *
  1. Products
Data toggles
1. Sync data from Global Exchange?
2. Submit your own data (see API)
Security/Privacy settings
1. Sync/ share with Global Exchange (public/private/custom)
2. Other?
Notification settings
1. Emails/frequency
Documentation settings
1. Data sharing agreements, code of conducts, what can be shared/is not private, standards for accuracy and quality of data
Publish Draft (Dev Environment) or Deploy (Production)
1. Add task to architecture work
Change/update process
See UN Change Request