Skip to content

Tenant Settings

As a Tenant Admin, you can configure various settings for your organization's workspace, including branding and integrations.

Overview

Tenant settings allow you to customize:

  • Branding (logo, colors)
  • Integration configurations
  • Tenant information

Accessing Settings

  1. Click Settings in the main navigation
  2. Navigate to the relevant settings tab

Branding

Coming Soon

Branding customization features are planned for future releases, including:

  • Custom logo upload
  • Brand color schemes
  • Custom domain
  • Email templates

AI Assistant

Enable and configure the AI Assistant feature for your tenant.

What is it?

The AI Assistant is an intelligent chatbot that helps users query POC data using natural language. It's powered by cloud-hosted language models and integrated with POC Manager using MCP tools.

Key Configuration

  • Enable/Disable: Control whether the feature is available to users
  • API Key: Provide credentials for the cloud service

Setup Instructions

See the complete setup guide: AI Assistant Configuration

Quick steps: 1. Go to Settings → AI Assistant 2. Click Enable AI Assistant toggle 3. Review the requirements warning 4. Click I Understand, Enable 5. Enter your API Key 6. Save settings

Cloud-Hosted Models

The AI Assistant uses cloud-hosted language models. No local installation or server setup is required—you only need to provide the API key for authentication.

Integrations

Configure integrations with external services to enhance your POC workflow.

Available Integrations

POC Manager supports integration with:

  • Slack: Notifications and updates
  • Jira: Task synchronization
  • GitHub: Repository linking
  • Email: Custom email notifications

Setting Up Integrations

Coming Soon

Integration configuration is planned for future releases. This will include:

  • OAuth authentication
  • API key management
  • Webhook configuration
  • Integration testing

Tenant Information

Updating Tenant Details

To update your tenant's basic information:

  1. Navigate to Settings
  2. Go to the Tenant Info section
  3. Update:
  4. Organization name
  5. Description
  6. Contact information
  7. Save changes

What You Can Modify

  • Organization name (displayed throughout the app)
  • Description
  • Primary contact email
  • Billing information (if applicable)

What You Cannot Modify

  • Tenant ID (system-generated)
  • Creation date
  • Platform-level configurations

User Preferences

Each user can configure their own preferences:

  • Language preference
  • Timezone
  • Notification settings
  • Display options

User Settings vs Tenant Settings

  • Tenant Settings: Apply to all users in the organization
  • User Settings: Personal preferences for each individual

Security Settings

Password Policies

Configure password requirements:

  • Minimum length
  • Complexity requirements
  • Expiration policies
  • Reset procedures

Coming Soon

Advanced security settings are planned for future releases.

Two-Factor Authentication

Coming Soon

2FA support is planned for future releases, including:

  • SMS verification
  • Authenticator app support
  • Backup codes

Notification Settings

Configure how and when users receive notifications:

  • Email notifications
  • In-app notifications
  • Slack notifications (if integrated)
  • Notification frequency

Coming Soon

Comprehensive notification settings are planned for future releases.

Data Management

Data Retention

Configure data retention policies:

  • POC archival rules
  • Comment history retention
  • Document storage limits
  • Backup schedules

Coming Soon

Data management features are planned for future releases.

Export Options

Export your tenant data:

  • POC reports
  • User lists
  • Activity logs
  • Configuration backup

Coming Soon

Data export features are planned for future releases.

Best Practices

Regular Review

  • Review settings quarterly
  • Update branding as needed
  • Test integrations regularly
  • Monitor notification effectiveness

Documentation

  • Document custom configurations
  • Keep integration credentials secure
  • Track changes to settings
  • Share updates with team

Security

  • Use strong API keys
  • Rotate credentials regularly
  • Limit integration permissions
  • Monitor integration usage

Troubleshooting

Settings Not Saving

If settings won't save:

  1. Check your internet connection
  2. Verify you have Tenant Admin role
  3. Ensure all required fields are filled
  4. Clear browser cache and try again

Integration Issues

If an integration isn't working:

  1. Verify credentials are correct
  2. Check API key permissions
  3. Review integration logs
  4. Test connection
  5. Contact support if needed

Next Steps

After configuring settings:

  • Inform users of any changes
  • Test integrations
  • Monitor for issues
  • Keep documentation updated

Related Documentation: