TEST ENVIRONMENT · verify before promoting to prod
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Users
People with access to this tenant. Admins can invite, assign roles, and grant reports.
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Modules
Toggle which modules are enabled for this tenant. Disabled modules are hidden from all users.
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Environment
Everything a tenant needs to run: Fabric, Gateway, Azure AI, SWA, App DB, OnPrem sources, DevOps, Identity, Observability, DNS. Fill in what you have, leave what's pending blank β€” we track the gap.
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Groups
Tenant access-control primitive. Users belong to groups; groups grant reports and modules. Roles in groups also drive RLS (Dealer β†’ own account, TSM β†’ territory, RSM β†’ region, Sr Mgr β†’ all).
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Reports
Power BI reports, paginated reports, and Excel pivots registered for this tenant.
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Branding
Colors and name shown across the app. Changes apply immediately to all users after they refresh.
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ETL Settings
How this tenant's data pipeline is wired: Fabric Copy Jobs on a 30-minute incremental chain plus a daily full chain. Read-only configuration view.
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Data Refresh
Live pipeline state straight from Fabric β€” schedules, last runs, and what's coming next.
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Finance Loads
Upload Budget / Forecast Excel files into the Lakehouse. The loader notebook validates schema + GLAccount FKs, then writes to fact.Budget / fact.Forecast.
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Configurator Attributes
Every field the door configurator writes β€” resolved Attributes and the config Details (the picks) β€” discovered automatically from the raw data. Check what to expose in analytics; new options (like Panel Grooves) appear on their own after each refresh.
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