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Getting Started as a Tenant Admin

Welcome to the AI Innovation Platform Tenant Admin Quick Start Guide. This comprehensive guide provides you with everything you need to effectively manage your tenant, users, projects, and platform resources. As a Tenant Admin, you have full administrative control over your organization's environment.

It is organized by platform modules to help you quickly find the administrative capabilities you have for each area of the platform:

Module Key Responsibilities & Actions
Tenant Administration • Admins manage all tenant settings, licenses, users, and budgets through the platform.
• They should regularly monitor spending patterns, modify license tiers as needed, maintain user role assignments, and review all billing activity.
Project Management • Admins are responsible for creating, approving, and monitoring all projects and their associated budgets.
• They must configure budget alerts at key thresholds (80%, 95%, 100%) and maintain appropriate project access controls. (Coming Soon)
Folder Management • Admins need to create and organize both regular and regulated folders within the platform hierarchy.
• They are required to establish appropriate permissions and ensure all folders maintain compliance with organizational requirements.
Marketplace Administration • Admins must oversee all Marketplace purchases and process approval workflows in a timely manner.
• They should continuously monitor resource allocation and provide support for users' Marketplace interactions when needed.
Access Control (PAM) • Admins need to establish security entitlements and define appropriate access levels for all resources.
• They are required to process access grant requests promptly while maintaining security compliance standards.
Digital Assistant Administration • Admins must configure all AI assistant types and manage the templates and library content available to users.
• They should create and maintain tenant-wide document templates and ensure the knowledge base remains current and comprehensive.
Reports & Analytics • Admins are responsible for tracking all financial metrics and analyzing organizational spending patterns.
• They must monitor budget utilization across projects and regularly review all transactions and invoices.