Navigate the End-User Admin UI
Overview
The End-User Admin Interface in IQNECT provides administrators and users with a single, structured environment to manage tenants, systems, user permissions, and configuration resources.
This walkthrough covers how to navigate the interface, understand role differences, and manage each section of the Admin UI efficiently.
Prerequisites
- You have valid credentials for the IQNECT Admin Interface.
- You have the required permissions for your tenant (Admin or User).
- You are using IQNECT 1.5 or later.
Access and navigate tenants
Log into the Admin UI.
After signing in, a list of tenants you have access to appears, select a tenant.
Understand tenant types
Admin tenant: Full access to all configuration menus and functionality.
User tenant: Limited access, only the Details tab is available.
Manage tenant details
The Details page displays company information such as logo, name, SSO email domains, and license expiration date.
This layout is identical on both the admin and user sides.
Click the kebab menu in the upper right corner to edit company details, delete the tenant, or send a usage report.
Edit company details
You can edit most fields.
Note: The company name cannot be changed.
Delete the tenant
Click Delete to delete the tenant.
Caution: This does not permanently delete the tenant, it only deactivates it.
Send a usage report
Click Send Usage Report .
Choose a start and end date.
Add email recipients to receive the report.
The report will be delivered as a downloadable file via email.
Manage Systems
This section displays the Codebeamer system your tenant is connected to.
View, edit, or delete the systems using the kebab menu on the right.
Clicking View in the dropdown brings you to the System details, where you can edit the system.
You can also view the Integration credentials.
Add or delete systems
Click + System to create a new system.
Click Delete to remove an existing system.
Warning: Deleting a system here permanently removes it, unlike tenants which are only deactivated.
Configure Single Sign-On (SSO)
Here is where you see existing SSO setups.
Manage SSO settings
Edit or delete configurations using the trash can and pencil icons.
Toggle the Active slider to enable or disable individual setups.
Click + SSO Configuration to create a new SSO configuration.
The form includes multiple fields for defining identity providers, authentication methods, and connection details.
Manage Groups
This section lists all configured groups and their members.
Admins can manage group membership and define group permissions.
By clicking the kebab menu at the right-hand side you can edit the group, manage permissions, or delete the group.
Clicking Edit brings you into the Edit Group window where you can add or remove users.
Clicking + Group allows you to create a new group.
Permissions controls what groups can access and modify in IQNECT. More on Permissions in the section below.
Manage Users
Here you’ll see all users with access to IQNECT within the selected tenant.
Click + Add User to invite a new user.
Click the kebab menu to edit details, manage permissions, or deactivate their account.
Select Permissions to open the Permissions for User view.
Review both Direct and Inherited permissions:
- Direct permissions are assigned individually.
- Inherited permissions come from group membership.
Create permissions
When creating a permission, define:
- Entity Type: e.g., AI Prompt Template, AI Snippet, Document Task.
- Entity ID or use
*to apply to all entities. - Action: Specify allowed actions.
- Expiration: Optionally set an expiration date for temporary access.
Manage Resource Shapes
View the relationships between IQNECT resources and Codebeamer resources.
Add new Resource Shapes
Click + Resource Shapes .
Define how specific resources connect to IQNECT prompts or trackers.
Manage Snippets
Snippets contain reusable code or text used by IQNECT.
Add or edit snippets
Add a snippet by clicking + Snippet .
Define the Name, Description, and Text for the new snippet.
Ypu can also edit existing snippets by clicking the pencil icon on the right-hand side of the snippet.
Snippets use prompt-based activation to insert predefined content where needed.
Snippets can also be used in writing rules for Resource Shapes.
Manage Vocabulary
This section supports importing and managing vocabulary.
Use the provided example file to structure your vocabulary data correctly.
Import one or more vocabulary files by clicking Import .
You can also add individual vocabulary terms with + Term and manually defining both the Term and Definition.
Use the Search bar for quick access to existing entries.
Log Out of the admin interface
When finished, click the Log Out in the bottom-left corner.
Results and next steps
You’ve successfully navigated and configured the IQNECT End-User Admin Interface.
This environment enables administrators to manage tenants, systems, users, and configurations through a unified, menu-driven layout, offering greater control and visibility without complexity.