Update Existing Tenant

Instructions

• Sign into your account.
• Select one of the tenants.
• Go to the “DASHBOARD” section on the left top side of the screen.
• Click on the display name of the tenant e.g. My Sample Tenant.

• Click on the blue Edit button.

• You will see the tabs for Settings, Login Page, User Alert Settings, Email Settings, and Tenant SAML Certificates.

• Update the Login Page.

• Update the User Alert Settings.

• Update the Email Settings with the SMTP information.

• Update the SAML Certificates. You can generate a new x509 certificate or upload one.

What’s Next?

Create or import a Client App

• Now we need to create a new client application or import one from an existing one.
• This configuration will be done in the APPS section.

Allow the Client App to Access a Resource Server

• Now we need to configure the client to use a resource server.
• This configuration will be done in the APIS section.

Create Necessary Permissions

• We’ll need to make sure the permissions are correct for the client application. These permissions are needed for things like sending email, accessing the list of users, etc.
• Create the necessary permissions in the PERMISSIONS section.

Add Permissions to new or existing Roles

• Permissions don’t function by themselves. They need to be combined into roles. Permissions can be assigned to an existing role, or a new role can be created for the given client application.
• To create a new role or to update an existing role, go to the ROLES section.

Add Users and Roles to new or existing User Groups

• We’ll need to add the necessary users (e.g. an email address) and roles to a user group. This user group will then be linked with the client application.
• To create a new user group or to update an existing user group and add users and roles, go to the USER GROUPS section.