Creating a Tenant on the Admin Dashboard
To see the full list of tenant activity across your integrations, navigate to the 'Tenants' resource within the Admin Dashboard.
Note: The CREATE button will be greyed out until you have a valid integration set up.
Select CREATE from the top right
Select your preferred integration from the dropdown list
Select your release from the dropdown list
Add the username (email address or another unique identifier) for the tenant and move on to the next screen
Connect to the SaaS systems required for the integration and move on to the next screen
Depending on how your connector is authorized, you may see different required credential fields.
- On typical login, upon hitting 'Connect', a pop-up with a URL will appear. Here you are able to copy the link so you can send this secure authentication link to your end-users, if needed.
- For OAuth2.0 connectors, once the authentication flow is completed, Pandium will generate a link that you can send to your customers so that they can authenticate, and give consent to use their app.
Select your Configuration settings from those shown for your integration and move onto the next screen.
- Please note, that your integration may include dynamic configurations. If this is the case, you will not be able to select these options until you finish creating the tenant and run an init sync.
To begin configuring your sync schedule, select your schedule type: simple or advanced
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.
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!
Last modified 1mo ago