Tenancy Management

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Overview

Upsolve AI is data source agnostic, meaning you can populate data from multiple data sources into a single dashboard. To ensure that each end users only sees the data relevant to them, you’ll need to set up tenancy filters.

These filters allow you to isolate the data your end useres can view based on the specific characteristics you’ve defined for each of them. By doing so, you provide each user with a tailored dashboard experience while maintaining strict control over data access.

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Tenants

A Tenant refers to a distinct group of end users that share the same data access and permission. The benefits of Upsolve AI’s tenancy management include:

• Security: Letting Upsolve AI know what data users should have access to ensures users are restricted to only seeing the data meant for them
• Easy Management: By using tenants, you can assign permissions and filters to each group, streamlining data management.
• Consistency: Automatically applied filters ensure all tenants in the same group follow the same data access rules.
• Predictability: Automatically applied filters ensure all tenants in the same group follow the same data access rules.
• Consistency: Tenant registration is controlled via an endpoint as part of your auth system, so Upsolve is in sync with your existing permission model across all of your applications.

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Tenant Registation (User Authorization)

You could register a tenant following the Backend Setup instruction.

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Tenant Preview

Upsolve AI allows you to simulate the registration of individual tenant and then preview the dashboard as that tenant.

• If you have completed the Backend Setup, you are able to view the dashboard as one of your customers.

• If you are using the sample dataset we have provided two sample tenants, which you are able to preview in the hub below.

If you are using the sample dataset and want to add more to add more Preview Tenants, please click on Home, then Deploy and then Registered Tenants

Click on Create tenant You can use the following values to simulate creating a tenant:

• Tenant Display Name: {customer-1}
• Filter Column: {CustomerID}
• Filter Value: {User_1}