Tenant Administrator — the assistant guide

Your AI, your provider, your key — and a bill you can read.

Chooses the AI provider, holds the key, and decides which parts of the assistant the company uses.

What you will be able to do

  • Choose the provider and the model the company uses
  • Keep the key in your own settings rather than ours
  • See what is being asked and what it costs
  • Switch parts of it off when you want them off

What this role can and cannot do

CanCannot
  • tenant:settings:write
  • Nothing in this list is closed to this role.

4 steps, each one carried out in the product on .

Check what your sign-in can do #

Where Your name, top right » Profile

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click your name, top right.
  5. Choose Profile.
Tenant Administrator view of check what your sign-in can do in Tarleaks ERP
The role chip reads Tenant Admin.

You should see The provider, the key and the switches are yours.

Choose the provider and the model #

Where Settings » AI

  1. Open Settings, then AI.
  2. Choose the provider, paste the key, pick the model.
  3. Save, then use the test button to prove it answers.
What each field wants
FieldWhat to put in it
ProviderWho runs the model — your company's account with them is what is used.
API keyYour key. It is stored encrypted and shown masked afterwards; saving without retyping it keeps the existing one.
Chat modelThe model used for questions. A bigger model costs more per question and is not always better at reading your own data.
LanguageArabic makes the assistant answer in Arabic — the prompts change, not just the interface.
Tenant Administrator view of choose the provider and the model in Tarleaks ERP
Provider, key and model — the three that decide what the assistant runs on.

You should see The company's own account and key — the assistant runs on your contract, not on somebody else's quota.

Watch out Changing provider changes cost and tone. Test one question before telling the company it moved.

Worth knowing A saved key is shown masked afterwards, and saving without retyping it will not overwrite the real one.

Use the suggestions written for that screen #

Where Finance » any page » Ask the copilot

  1. Look above the list on a page — a row of suggested questions.
  2. Click one.
Tenant Administrator view of use the suggestions written for that screen in Tarleaks ERP
The suggestions change per screen, because they are written for that screen's data.

You should see The suggestions are written for that screen's data and filtered by what you may see, so a prompt you would not be allowed to run is never offered. Today they are written for the finance screens; other modules use the assistant button instead.

See what it is being used for #

Where Settings » AI usage

  1. Open AI usage.
Tenant Administrator view of see what it is being used for in Tarleaks ERP
What was asked, by whom, and what it cost.

You should see You can answer 'what is this costing us' without opening a provider dashboard.

Watch out Usage climbing on one screen usually means the suggestions there are doing their job, not that somebody is abusing it.

Use cases — the work, step by step

Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

yearlyPoint the assistant at your own AI account #

The key is yours, the bill is yours, and the assistant answers inside each person's own permissions either way.

  1. Open Settings, then AI, and choose the provider and model.

    Tenant Administrator doing "Point the assistant at your own AI account" in Tarleaks ERP — Open Settings, then AI, and choose the provider and model.
    Settings » AI — verified: the page says “provider”
  2. Paste your key and save. It is stored encrypted and shown masked afterwards.

    Tenant Administrator doing "Point the assistant at your own AI account" in Tarleaks ERP — Paste your key and save. It is stored encrypted and shown ma
    Settings » AI — verified: the page says “provider”
  3. Come back to AI usage after a week and read what it is being used for and what it costs.

    Tenant Administrator doing "Point the assistant at your own AI account" in Tarleaks ERP — Come back to AI usage after a week and read what it is being
    Settings » AI usage — verified: the page says “usage”

monthlyShow a team the prompts written for their screens #

A blank box is intimidating; a row of questions somebody already wrote is how people start using it.

  1. Open a finance page and read the suggestion strip above the list — the prompts are filtered by what the reader may see.

    Tenant Administrator doing "Show a team the prompts written for their screens" in Tarleaks ERP — Open a finance page and read the suggestion strip above the
    Finance » any page » Ask the copilot — verified: the page says “Ask the copilot”
  2. Check usage afterwards: a rise on one screen usually means the suggestions there are doing their job.

    Tenant Administrator doing "Show a team the prompts written for their screens" in Tarleaks ERP — Check usage afterwards: a rise on one screen usually means t
    Settings » AI usage — verified: the page says “usage”

The assistant answers inside each person's own permissions, so switching it on does not widen anybody's access by a single record.

All the assistant role guides