—Tenant
—ADMIN
Users
People with access to this tenant. Admins can invite, assign roles, and grant reports.
Loading users…
Modules
Toggle which modules are enabled for this tenant. Disabled modules are hidden from all users.
Loading modules…
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 — we track the gap.
Loading environment…
Groups
Tenant access-control primitive. Users belong to groups; groups grant reports and modules. Roles in groups also drive RLS (Dealer → own account, TSM → territory, RSM → region, Sr Mgr → all).
Loading groups…
Reports
Power BI reports, paginated reports, and Excel pivots registered for this tenant.
Loading reports…
Branding
Colors and name shown across the app. Changes apply immediately to all users after they refresh.
Loading branding…
ETL Settings
Tables pulled from the source system on each data refresh. Adding a new table here extends what TruDat ingests.
Loading ETL registry…
Data Refresh
Run history, schedule, and freshness monitoring.
Loading refresh settings…
Finance Loads
Upload Budget / Forecast Excel files into the Lakehouse. The loader notebook validates schema + GLAccount FKs, then writes to fact.Budget / fact.Forecast.
Loading finance loads…