Managing and Updating Tenants

Managing Tenant Credentials

Updating the credentials for a specific tenant is straightforward. Navigate to the desired tenant either through the tenant resource in the sidebar or by clicking into it from the integration or activity views using the tenant name.

Tenant credentials are stored and updated in the UI via connectors on the integration. You'll see them near the top right of the tenant detail page under 'Connector Status'. Disconnect the connector that you want to update the credentials for, then reconnect and enter the new credentials that you want to use. If it is an OAuth connector, a URL we call the Magic Link will be generated that will take you through the rest of the approval process. This Magic Link can also be used to send to your customers for a headless authentication process without having to use Pandium at all.

The Magic Link is the authentication URL generated and stored on the connector associated with the integration. This URL is unique for each tenant and remains the same even if the specific tenant is disconnected and reconnected. When connecting as a Pandium user, this link takes you through the necessary external authentication process, after you can return to Pandium and proceed.

This link is also useful for your customers, who can authenticate without every using Pandium or needing an account. You can send this link to your customer and they will go through the authentication process on their end.

Once either you or you customer has successfully authenticated, Pandium will consider them connected and you will see this reflected on the Connector Status within Pandium by a green check.

Connector Info

For tenants that utilize connectors that may have extra information you may want to surface via the UI - certain webhook integrations as a prime example - there is an 'Info' button that will display under the connector name on the tenant detail page.

This will be greyed-out if there no such information set in the connector yaml information. This information is set by Pandium on the connector - if there is certain information you think would be helpful, contact your Pandium TAM.

Updating Tenant Configurations and Releases

Your integrations are able to have a multitude of configuration options set in the PANDIUM.yaml file that are then able to display in the admin dashboard when setting up or modifying tenant configurations. On top of this, when you have multiple tenants on a single integration, you may want to have certain tenants running on different versions, or releases, of an integration.

To change a configuration option of a tenant, or a release version, navigate to the tenant detail page, then click on 'Settings' in the top right. You'll be brought to the tenant configs page where you can set this information.

If you have optional settings or flows that can be set, you'll do that here before saving the new settings.

If you want to change or set a tenant release version, you are able to do so under the 'Version' heading.

Here, if you select the Specific Release option, you'll be able to choose from the dropdown and select from the releases that you've built for your integration. Learn more about that process and how it works with our Source Control here.

By choosing the Channel option, you can select either the Default or Latest channels. The Default option will set the tenant so that the release version will always match the set Default release of the integration. The Latest option will ensure that the tenant uses the most recently built release version for your integration, regardless of the Default integration release set at the integration level.

Updating a Tenant Sync Schedule

To change how often a tenant syncs, you can individually set the sync schedule for each tenant. Navigate to the tenant detail page, and click 'Sync Schedule' in the top right. This action will display the sync schedule settings specific to that tenant.

To configure a simple schedule, simply select a sync timeframe from the options listed. To configure an advanced schedule, you will have to write a cron schedule expression. For assistance with this, you can use Crontab Guru. Please note that the advanced schedule can only be altered from the Admin Dash.

Lastly, decide whether you would like to have your tenant paused, or whether you would like it to begin running right away, and then hit Save to apply the changes!

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