Tenant details

  An administrator role or designer role is required. For information, see User roles.

On the Tenant details page, you can:

  • View information about your user account, tenant, and the license in use.

  • Enable early access to new features.

  • Select AI feature settings.

  • Access the tenancy usage in Nintex Customer Central.

  • Set up custom tenant branding.

Access the Tenant details page

  • Go to Settings > Environment.

The Tenant details page is displayed.

Tenant and license information

You can view information about your user account, tenant, and the license in use.

The Tenant label is a descriptive name for your tenant environment. It is displayed when you select an environment from the drop-down below the Nintex logo in the navigation menu. The tenant label does not change your tenant name or the subdomain of your tenancy URL. For more information, see Environments.

Early Access Features

  A global administrator role is required. For information, see User roles.

Use Early Access Features to manage access to new features available in your tenant.

  1. Go to Settings > Environment.

    The Tenant details page is displayed.

  2. Under Early Access Features, select the checkbox for a feature to enable it, or clear the checkbox to disable it.

  3. Click Save.

The selected early access feature settings are applied to your tenant. For more information about CE Platform, see Platform Experience.

AI Features

  A global administrator role is required. For information, see User roles.

Note: 

By enabling these features, you agree that they are integrated with a generative-AI system and may contain errors. Use is voluntary and at your own risk. Nintex may suspend or modify access at-will.

  1. Go to Settings > Environment.

    The Tenant details page is displayed.

  2. Under AI Features, select the AI features that you want to enable for your tenant and use in the designer.

    • Forms AI Assistant: For more information, see Create or edit a form using the AI Assistant.

    • Document Package AI Assistant: For more information, see Use the AI Assistant for document generation.

    • Apps AI Assistant: For more information, see AI Assistant.

    • PDF Converter: For more information, see Create a form from a PDF.

    • Auto-translation support. To use auto-translation support, you must first enable language translation settings under Form settings. For more information, see Language translation.

    • Smart Response Detection: Select the check box to use AI to automatically assess and interpret task responses in the Assign a task to multiple users action. For more information, see Smart response detection.

    • AI Xtensions Builder: For more information, see Generate a custom connector with the AI Xtensions Generator.

    • Workflow Generator: Select to enable the Generate workflow with AI feature to create a workflow leveraging the power of AI. For more information, see Generate a workflow with AI.

    • AI actions: Select to enable AI actions for your workflows and apps, such as Detect language and Translate text. For more information, see AI actions for workflows and AI actions for apps.

    • AI Agents: Select to enable AI Agents for your tenant. Use agents to analyze inputs, generate responses, or make decisions during execution. For more information, see Agents.

    • Nintex MCP: Select to enable Nintex MCP for your tenant. MCP lets supported large language model (LLM) clients connect to your Nintex tenant and use available Nintex MCP tools in chat. For more information, see Nintex MCP.

  3. Click Save.

Usage details

You can view your license entitlement and usage information in Nintex Customer Central. Customer Central is a self-service portal that you can use to request license keys and see contracts and entitlements, product usage, and more.

  1. Go to Settings > Environment.

    The Tenant details page is displayed.

  2. To access your license entitlement and usage information in Nintex Customer Central, click Customer Central.

Custom tenant branding

  A global administrator role is required. For information, see User roles.

You can customize your tenant by adding your company logo to replace the Nintex logo. The company logo appears at the top of the sub menu panel of My Nintex, helping increase brand familiarity for participant users. The logo will be displayed at a maximum height of 34 pixels and a maximum width of 280 pixels in the header. If the image that you upload is larger than this, it will be scaled to fit the space.

  1. Go to Settings > Environment.

    The Tenant details page is displayed.

  2. Under Custom tenant branding, under Image file, click Browse, and select a logo image that meets the following guidelines:

    • Must be .bmp, .jpg, .jpeg, .png, or .webp image format.

    • Must not be larger than 100 KB.

    • Use a landscape-oriented logo for optimal display.

    • Use a white logo with a transparent background, or an opaque background if the colors do not contrast.

  3. Click Save.