TABLE OF CONTENTS

• Step 1 – Sign up your organization as a new Tenant in IDE
• Step 2 – Tenant Setup
  • Step 2.1 – Configure Tenant details 
  • Step 2.2 – Manage tenant users

Step 1 – Sign up your organization as a new Tenant in IDE

1. Go to the IDE website and log in as the first user from your organization.

2. You’ll be prompted to create a new IDE Tenant—click OK.

3. A System Admin must approve this request.

4. After approval, log in again to see the IDE login screen for your new tenant. Your account is auto-provisioned as a valid user.

Step 2 – Tenant Setup

Step 2.1 – Configure Tenant details 

1. Sign in to IDE’s web portal and go to Tenant Admin → Tenant.
2. Click on edit to update details such as:
   1. Tenant Info
   2. Contact Info
   3. Storage 
   4. Security key (optional)
3. Click Save when you’re done. 
   
   

Step 2.2 – Manage tenant users

1. Ask each user in your tenant to sign in to the IDE web app. They’ll be auto-provisioned into your tenant upon successful login. 
2. As Tenant Admin, navigate to Tenant Admin → Users to see everyone’s account.
3. To change roles or permissions, click the “⋮” menu beside a user, select Edit user, then assign one or more of:

   • Application User: Can create and view IEAs which the user is involved in

   • Tenant Setup: All Application User rights plus access to Setup Admin section

   • Tenant Admin: All Application User, including tenant admin access