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Managing and Updating Tenants in the Admin Portal
Updating the credentials used on particular a tenant is simple - navigate to the tenant you want to update through the tenant resource in the sidebar, or you can click into it through the tenant name in the integration or activity views.
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 that is generated and lives on the connector used for the integration. This URL is a unique link per tenant - and will not change even if the specific tenant is disconnected and connected again. When connecting as a Pandium user, this will take you through the external authentication process needed, and then you can return to Pandium and continue.
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.
Example of the tenant detail and connection status
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.
Example of the info button on a connector
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.
Example configuration shot of a sample Github tenant
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.
If you select 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 what the Default integration release is set as at the integration level.
To change how often a tenant syncs, you can set the sync schedule discretely for each tenant. Once on the tenant detail page, click 'Sync Schedule' in the top right. Once you do, you'll see the sync schedule settings for that particular 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!
Example of sync schedule settings
Last modified 2mo ago