Reveal Help Center

Tenants

A system admin can create new tenants from this page. On the System administration page, choose Tenants under SYSTEM:

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To create a new tenant chose Create tenant and the following window appears:

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You will enter the name and domain. This information will have to have been pre-configured in this domain for these entries to work.

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Choose Save.

Note

Once the tenant is thus created, this will now allow the tenant to log in:

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The system admin can now start to configure the tenancy of the new tenant by actions in the TENANT section of the directory on the left.

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You may begin by choosing Server connections

Now use the dropdown from the tenant switcher located in the upper righthand corner to find and then choose the newly created tenant.

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The page now shows information for the new tenant. You choose the appropriate connection icon such as SQL server.

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And the Add SQL Server Connection page appears:

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Enter the appropriate information:

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Choose Test Connection and assuming confirmation choose Save

The connection is established:

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For further details on setting up this and other Server connections, see Section 2F - Server connections

Having set up the tenant connection you may now want to set up a storybook. Choose All storybooks and then Add storybook:

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And the Add storybook page appears...

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...which requires the following:

  • Storybook name: Choose a name for the storybook.

  • Storybook database name: This name is autopopulated according to the chosen storybook name.: This name is autopopulated according to the chosen storybook name.

  • Tenant: Select the new tenant from the dropdown list.

    Note

    Once a tenant is chosen for this storybook, it can never be changed. This is a component of the security architecture that protects tenants’ data.

  • Storybook database server: Select from the the dropdown list of servers connected to the tenant.

  • Insights: Indicate whether Insights is enabled.

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Then choose Save.

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You may now want to create a user for this tenant. Continuing in the context of your new tenant (in this case Reveal Docs) you now choose Users and then Create User.

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And the Create User window appears:

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Place the relevant information:

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And the new user appears on the list:

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You may now add the user to a group. Choose Groups then Create group.

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The Create Group window will appear:

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The following information is required:

  • Tenant: This is automatically provided.

  • Name: You choose a group name.

  • Role: Choose either Tenant or Storybook administration. If you choose Tenant administration you inherit all Storybook administration rights.

  • Permissions: Choose any of these permissions. If you have chosen Tenant administration you will inherit “Allow Configuration of Insights Notifications”.

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Then choose Save and the following addition to the list appears:

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To add a user to the group, choose the group name from the list.

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And the group-specific window appears (in this example Groups >> Alpha Tenant Admin):

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Choose the Add user button and the Add Users to Group window appears. Only the existing storybook users appear in the dropdown.

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Make your choice and the user appears in the group-specific list:

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The group-specific list scrolls through three sections - UsersCOSMIC modelsStorybooks:

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In the COSMIC models section of the group-specific list, choose Add model.

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The Add models to group window will appear. Select models from the dropdown list.

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Chosen model names will stack and can be individually or collectively removed.

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The models now appear in the COSMIC models list:

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See Section 2B - Tenant Settings > Groups for further details.

In the Storybooks section of the group-specific list...

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Choose Add storybook. Only the storybooks connected to the designated tenant will appear in the dropdown list.

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Choose your storybook and it appears in the list:

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