Overview
Canopy maintains a customer tenant and all the projects within the tenancy in a single geographical region. A customer may subscribe to multiple tenants, for example, a tenant in the United States region and another in Australia. However, each tenant stands alone and must be configured separately by a Tenant Administrator.
There are four activities of the Tenant Administrator:
These are the workflows the Canopy App provides to support the Tenant Administrator perform these activities:
| Activity Name | Description | How Tos |
|---|---|---|
| Project Status | Manage active, archived, and deleted projects across the tenant. | Change to Notification · Change to Archive · Change to Data Mining · Delete a Project · Generate Deletion Certificate · Edit a Project |
| Project Templates | Configure tenant-level templates for document view, entity layout, and processing. | Delete a template, layout, tag, or field · Define PII detection elements |
| Tenant Security | Configure multifactor authentication, access timeouts, IP restrictions, users, and roles. | Configure MFA · Configure access timeouts · Create an access restriction · Onboard users · Add users · Edit a user profile · Delete users · Reset a user password · Reactivate a user · Revert to email auth · Download documents |
| Billing | View and export billing reports for active projects and users. | View billing reports |