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Thread.bi
Admin
Tenant
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Thread.bi Admin v1.0
β€”Tenant
β€”ADMIN
Users
People with access to this tenant. Admins can invite, assign roles, and grant reports.
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Modules
Toggle which modules are enabled for this tenant. Disabled modules are hidden from all users.
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Groups
Tenant access-control primitive. Users belong to groups; groups grant reports and modules. Roles in groups also drive RLS (Dealer β†’ own account, TSM β†’ territory, RSM β†’ region, Sr Mgr β†’ all).
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Reports
Power BI reports, paginated reports, and Excel pivots registered for this tenant.
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Branding
Colors and name shown across the app. Changes apply immediately to all users after they refresh.
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ETL Settings
Tables pulled from the source system on each data refresh. Adding a new table here extends what TruDat ingests.
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Data Refresh
Run history, schedule, and freshness monitoring.
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