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Description

Advanced Settings gives tenant administrators full control over institution-level configuration in mentorAI—from branding and user management to integrations, public registration, community mentors, custom domains (DNS), and SMTP email.

Use this panel to tailor your tenant’s experience, security, and governance—all without engineering work.


Target Audience

Administrator


Features

Tenant Profile & Branding

  • Edit tenant name
  • Set a Support link (e.g., help desk portal)
  • Set a Help Center URL (e.g., institutional docs/knowledge base)
  • Upload a Tenant logo to brand the app header and widgets

User Management (Invitations & Roles)

  • Invite users via CSV upload (downloadable template) or single email invite
  • Track invite Status: Pending (not registered) / Accepted (registered)
  • View Registered Users; switch roles (Admin ↔ Student) and toggle access on/off

Integrations

  • Add your own LLM API keys
  • Configure third-party data-source credentials
  • Register external application APIs your mentors can call

Advanced Tab (Admin-Configurable Toggles)

  • Help Menu: show/hide the in-app help dropdown; link target set under Organization
  • Accessibility Menu: enable an accessibility panel for end-users
  • Community Mentors: allow mentors with public visibility to be shared across tenants
  • Public Registration: let users self-register via a direct link; new users are auto-added on sign-up
  • DNS Configuration: connect a custom domain; complete verification after updating
  • SMTP Credentials: send platform emails from your own domain instead of the default

How to Use (step by step)

Open Tenant Settings

  • Click your profile dropdown (top-right) → select your Tenant name (e.g., IBLAI)
  • The Tenant Management window opens with multiple tabs

Brand the Tenant (Profile tab)

  • Update Tenant name
  • Enter a Support link and Help Center URL
  • Upload a Tenant logo to apply institutional branding

Invite & Manage Users (Management tab)

  • Invite via CSV (use the template) or enter an email and click Invite
  • Monitor Status: Pending vs Accepted
  • Open Registered Users to:
    • Change role (Admin / Student)
    • Toggle access to enable/disable a user’s login

Connect Integrations (Integrations tab)

  • Add LLM keys (per provider)
  • Add third-party data-source credentials for secure retrieval
  • Register external APIs your mentors can use

Configure Advanced Controls (Advanced tab)

  • Help Menu: toggle On/Off; ensure Help Center URL is set under Organization
  • Accessibility Menu: toggle to surface accessibility features to users
  • Community Mentors: toggle to allow publicly visible mentors to be shared across tenants
  • Public Registration: toggle On to allow self-sign-up via a direct link to the tenant or mentor
  • DNS Configuration: enter your custom domain; complete verification steps afterward
  • SMTP Configuration: enter SMTP host/port/credentials so all platform emails originate from your domain

Review & Save

  • Confirm changes and click Save on each tab as needed
  • Test affected flows (sign-up, emails, help menu, accessibility, community mentors) in a separate session

Pedagogical Use Cases

Institutional Branding & Trust

Align the platform with campus identity (logo, help links) to improve student confidence and wayfinding.

Cohort & Role Governance

Rapidly onboard classes via CSV upload; restrict or expand access by term using role and access toggles.

Security & Compliance

Keep LLM keys and third-party credentials scoped to your tenant; route email via your SMTP for DMARC/SPF alignment.

Frictionless Access

Enable Public Registration for open pilots, events, or community programs; disable when the pilot ends.

Scalable Content Strategy

Turn on Community Mentors to reuse high-quality mentors across programs while retaining local admin control.

Reliable Access Points

Map a custom domain (DNS) for learner familiarity and SSO consistency.


With Advanced Settings, tenant admins can fine-tune branding, access, integrations, and governance—so mentorAI fits seamlessly into your institution’s policies, identity, and workflows.