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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  

  1. User Interface  

    1. Account sign-up for tenant  

    2. Create a main dashboard for the Tenant – Configuration Panel should be accessible

    3. URL 

  2. User management

    1. User management tab for admins

    2. Access/permissions for tenant users

    3. User types, “create new role”

  3. Branding Customization

    1. Logo Upload (supported: .png, .jpg, .svg)

    2. Color scheme (use hex codes - up to 4 colors)

    3. Custom fonts?

    4. Favicon (custom or select choices?)

  4. Landing Page customization

    1. Do you want to feature/pin any content? 

  5. Integration

    1. API Keys, analytics integrations, documentation?

  6. Feature toggles

    1. Catalog

      1. Products

      2. Building Blocks/Technical Specs/Domains

      3. Use cases

      4. Projects/Deployments

    2. Marketplace

      1. Product Comparison

      2. RFP Radar

      3. Vendor Storefronts

    3. Other Resources

      1. Resource Library

      2. Playbooks

      3. Courses/Curriculums

      4. Recommendations Wizard

      5. AI Chatbot

    4. Filters

      1. Which filters do you want?

  7. Security/Privacy settings

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

    2. Other?

  8. Notification settings

    1. Emails/frequency

  9. Documentation settings

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

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

  11. Change/update process

  12. See UN Change Request

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