#Configure Tenant Settings

Clicking a tenant will redirect you to the Tenant settings details page where you can view and manage the tenant settings of that specific tenant.

#Settings

Under the Basics tab, you can view general settings, system information, licenses, required attributes, password reset, password generation, and user creation, and make updates if needed. For a hybrid tenant, a Data source field will be available: Local AD andMicrosoft Entra ID or Local AD only. If you choose to focus exclusively on local user management, Elements will automatically exclude cloud users from dashboards and lists to simplify user management. 

Under the AD settings tab, you can define custom username formats for normal users and external users within local AD.

Under the Entra ID settings tab, you can define custom username formats for normal users and guest users within Microsoft Entra ID.

Under the Exchange tab, you can define settings including email address template, Exchange MailTips settings, shared mailbox regional settings, and mailbox permission settings. For a hybrid tenant, an Exchange type field will be available: Exchange Online and Hybrid Exchange. 

Under the Offboarding settings tab, you can configure actions to be taken when users are deleted.

Under the User settingstab, you can specify default location and language preferences, as well as configure removal options for users whose sign-in access has been blocked.

#Licenses

In Licenses, you can now enable approval for licenses to track requests from submission to decision and enable auto-purchase/auto-decrease for licenses.

To view the license purchase history for this tenant, click View purchase history.

#Approval Process

To enable an approval process for licenses, complete the following steps:

1. Under the License auto-purchase tab, select licenses and click Enable approval process.

2. In the Approval process drop-down list, all approval processes for the tenant are listed. Select an approval process you want to assign from the list. Alternatively, you can click Create new approval process from the drop-down list to create and use a new approval process.

3. Select the approval type for this approval process:

   • Approve only when a license purchase isrequired – Apply this approval process only when there are no available user seats for this license, necessitating a purchase.

   • Approve whenever assigning the license – Apply this approval process whenever the license needs to be assigned, regardless of whether there are available licenses.

4. Click Assign to enable the approval for the license. After an approval process is assigned, you can click the approval process link to view its details.

To remove the assigned approval process from a license, select the license and click Remove approval process. Click OK to remove it.

#Auto-purchase

Auto-purchase is a powerful automation feature designed to streamline license management within your subscriptions. Once auto-purchase is enabled for licenses, the system will scan for pending purchase items and start the automation process within the subscription scope every two hours, ensuring that users always have the access they require without manual intervention.

Before enabling auto-purchase for licenses, you need to specify your preference for the automatic purchasing behavior.

1. Under the Automation settings tab, select a marketplace you want to configure.

2. In the Set plan scope and priority for auto-purchase section, you can change the auto-purchase order of plans by dragging them to the desired position.

   Click Add plan to add other plans or click the recycle bin button to remove a plan.

3. Click Apply changes in the upper-right corner to save your configurations.

To enable auto-purchase for licenses, complete the following steps:

1. Under the License auto-purchase tab, select licenses and click Configure auto-purchase.

2. Turn on/off the Auto-purchase toggle to define if you want to enable auto-purchase for the selected licenses.

3. To set limits for the auto-purchase behaviors to control, select the Set limits for auto-purchase, and enter the maximum number that can be purchased per day and per month.

4. Click Save to save your configurations.

5. After enabling auto-purchase, click the number in the Subscription scope column to define which subscriptions are eligible for auto-purchase.

6. In the View subscription scope window, a list of subscriptions that are associated with the plans enabled under the Automation settings tab are listed. You can configure the toggle to include or exclude the subscriptions in the auto purchase scope and click Save.

   If there is no subscription listed, check and ensure there are active subscriptions for the tenant, and the license mappings are correct.

To view the purchase history of a specific license, select the license and click View purchase history.

#Auto-decrease

Auto-decrease can help automatically decrease the quantity of active subscriptions based on predefined conditions. It can optimize license usage and help reduce unnecessary costs for customers.

Before enabling auto-decrease for licenses, you need to specify your preference for the automatic decreasing behavior.

1. Under the Automation settings tab, select a marketplace you want to configure. Auto-decrease is only available for the ALSO, TD SYNNEX StreamOne Ion, and ArrowSphere marketplaces.

2. You can decide when the auto-decrease job runs every day by selecting the time from the drop-down list. We recommend that you schedule the job outside of regular working hours.

3. In the Set plan scope and priority for auto-decrease section, you can change the auto-decrease order of plans by dragging them to the desired position.

   Click Add plan to add other plans or click the recycle bin button to remove a plan.

4. Click Apply changes in the upper-right corner to save your configurations.

To enable auto-decrease for licenses, complete the following steps:

1. Under the License auto-decrease tab, select licenses and click Configure auto-decrease.

2. Turn on/off the Enable auto-decrease toggle to define if you want to enable auto-decrease for the selected licenses.

3. To set the minimum quantity for license, enter the number that must be retained (the minimum value is 1).

4. Click Save to save your configurations.

5. After enabling auto-decrease, click the number in the Subscription scope column to define which subscriptions are eligible for auto-decrease.

6. In the View subscription scope window, a list of subscriptions that are associated with the plans enabled under the Automation settings tab are listed. You can configure the toggle to include or exclude the subscriptions in the auto decrease scope and click Save.

   If there is no subscription listed, check and ensure there are active subscriptions for the tenant, and the license mappings are correct.

To view the decrease history of a specific license, select the license and click View decrease history.

#Organizations

In Organizations, you can manage organizations for the specific tenant.

• Create an organization – To create an organization, click Create. Enter a display name and a system name for the organization and click Save.

• Edit an organization – To edit an organization, click the organization’s display name to open the Organization details page.

  • Under the General tab, you can find the organization’s display name, system name, and email address template, and update the information if needed.

  • Under the Subsidiaries tab, you can find all subsidiary organizations belonging to this organization.

    • To create a subsidiary organization, click Create. Enter a display name and a system name for the subsidiary organization and click Save.

    • To delete a subsidiary organization, select the target subsidiary organization, and click Delete. Click Delete in the pop-up confirmation window.

    • To export subsidiary organizations, click Export.

  • Under the Content types tab, you can view the types of users and groups available in the tenant. To make this organization available for selection by a specific user or group type, turn on the toggle. To exclude this organization, turn off the toggle. After making changes, click Apply changes to apply the configured settings.

  • Under the Audit logs tab, you can find all actions performed on this department.

• Delete an organization – To one or multiple organizations, select the target organizations, and click Delete. Click Delete in the pop-up confirmation window.

• Export organizations – To export organizations, click Export.

#Departments

In Departments, you can manage departments for the specific tenant.

• Create a department – To create a department, click Create. Enter a department name and click Save.

• Edit a department – To edit a department, click the department name to open the Department details page.

  • Under the General tab, you can find the department name and department owner and update the department owner if needed.

  • Under the Members tab, you can find all users currently assigned to this department.

    • To add members to this department, click Add member. Search for users by their display name or email address, select target users, and click Add.

    • To remove members from this department, select the target users, and click Remove. Click Remove in the pop-up confirmation window.

    • To export members of this department, click Export.

  • Under the Audit logs tab, you can find all actions performed on this department.

• Delete a department – To one or multiple departments, select the target departments, and click Delete. Click Delete in the pop-up confirmation window.

  NOTE

  Departments with members cannot be deleted.

• Import departments – To import departments, click Import. Click Download template, complete the department information offline, and upload the file. Click Import.

• Export departments – To export departments, click Export.

• Sync departments – To sync departments from the Microsoft 365 tenant and local AD, click Sync departments.

#Locations

In Locations, you can manage locations for the specific tenant.

• Create a location – To create a location, click Create. Complete the location details and click Save.

• Edit a location – To edit a location, click the location name to open the Location details page.

  • Under the General tab, you can find the location name and other location information and update the other location information if needed.

  • Under the Members tab, you can find all users currently assigned to this location.

    • To add members to this location, click Add member. Search for users by their display name or email address, select target users, and click Add.

    • To remove members from this location, select the target users, and click Remove. Click Remove in the pop-up confirmation window.

    • To export members of this location, click Export.

  • Under the Audit logs tab, you can find all actions performed to this location.

• Delete a location – To one or multiple locations, select the target locations, and click Delete. Click Delete in the pop-up confirmation window.

  NOTE

  Locations with members cannot be deleted.

• Import locations – To import locations, click Import. Click Download template, complete the location information offline, and upload the file. Click Import.

• Export locations – To export locations, click Export.

• Sync locations – To sync locations from the Microsoft 365 tenant and local AD, click Sync locations.

#Job Titles

In Job titles, you can manage job titles for the specific tenant.

• Create a job title – To create a job title, click Create. Enter a job title and click Save.

• Edit a job title – To edit a job title, click the job title to open the Job title details page.

  • Under the General tab, you can find the job title.

  • Under the Members tab, you can find all users currently assigned to this job title.

    • To add members to this job title, click Add member. Search for users by their display name or email address, select target users, and click Add.

    • To remove members from this job title, select the target users, and click Remove. Click Remove in the pop-up confirmation window.

    • To export members of this job title, click Export.

  • Under the Audit logs tab, you can find all actions performed to this job title.

• Delete a job title – To one or multiple job titles, select the target job titles, and click Delete. Click Delete in the pop-up confirmation window.

  NOTE

  Job titles with members cannot be deleted.

• Import job titles – To import job titles, click Import. Click Download template, complete the job titles offline, and upload the file. Click Import.

• Export departments – To export job titles, click Export.

• Sync departments – To sync job titles from the Microsoft 365 tenant, click Sync job titles.