Solutions setup

The Core Configuration page is only visible to users with the Solutions Admin role. Refer to 1E Platform authentication setup.

Request new Solutions tenant for multi-tenant 1E Platform

For MT SaaS, the Solutions Tenant must be created first by the DEX Solutions team before you can begin. This request needs to be submitted by a 1E team member—typically, this is handled by the CSM or someone from the Professional Services team.

Item required

Value

Customer Name

 

Engagement Type: Production, Dev or PoV

 

1E Platform version

 

1E Platform Tenant Id: The Tenant ID that needs to be configured in Solutions Core PP rules should be set to the 1E Platform Tenant ID.

 

1E Platform Background channel url

 

Admin Email: We recommend using a service account instead of an individual email address. This approach ensures that administrative access remains uninterrupted, even in the event of internal personnel changes.

 

Customer IDP: Azure or Okta

 

Region: EU West or US East or Canada

 

Configure 1E Solutions steps

Follow these steps to setup and configure 1E Solutions. These articles assume you have a provisioned 1E Platform instance.

  1. Download the 1E Solutions Core DEX Pack: Refer to DEX Pack Setup

  2. Configure permissions for your preferred authentication method: Refer to 1E Platform authentication setup, Okta authentication setup or Azure authentication setup

  3. Login for the first time and set up your users: Refer to Initial login and user management.

  4. Configure Solutions Core: Refer to 1E Solutions core configuration.