DarcyIQ Docs
  • Welcome to DarcyIQ
  • Core Features 💡
    • DarcyIQ Chat
    • Research Reports
    • Meeting Recordings & Call Coach
    • AI Workflows
      • Creating Efficient Workflows
    • PartnerAI
  • Integrations 🔌
    • Integration Overview
    • Use your own LLM
      • AWS Bedrock Integration
    • Salesforce Integration
    • AWS ACE Integration
    • Custom Integrations via MCP
  • Settings and Configuration 🔧
    • Customization Overview
    • Organization Management
    • Create AI Workflows
    • Organization Knowledge Bases
    • Integrations
  • Releases 📖
    • Release Notes
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On this page
  • Organization Settings
  • Organization Details
  • AWS Partner Settings
  • Available Features
  • Document Templates
  • Template Management
  • Example Templates Includes:
  • Organization Members
  • Member Management Features

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  1. Settings and Configuration 🔧

Organization Management

The Organization Management page allows you to manage your organization's settings, team members, and various AWS Partner-related configurations. This guide will walk you through the main sections and their functionalities.

Organization Settings

This section contains your basic organization information and settings. Note that only administrators and owners have permission to modify organization settings.

Organization Details

  • Organization Name: Your company's name as it appears in the system

  • Description: A detailed description of your organization, including your specializations, services, and key focus areas

AWS Partner Settings

This section manages your AWS Partner-related configurations. Only administrators and owners can modify these settings.

Available Features

  1. Automated PO Identification

    • Toggle switch to enable/disable automatic Partner Opportunity identification

    • Allows use of AI/ML to identify Partner Organized Opportunities

    • Select the ACE solutions for default submissions

    • Option to enable automatic submissions

  2. WAFR Creator

    • Enables automated creation and management of AWS Well-Architected Framework Reviews

    • Streamlines the review process with built-in automation

  3. APFP Funding

    • Manages AWS Partner Funding Program application and management

    • Currently in development stage

Document Templates

This section allows you to manage document templates for your organization. Only administrators and owners can upload or delete templates.

Template Management

  • Upload document templates (DOCX, PPTX) for organization-wide use

  • Templates are available to all organization members

  • Supported file types: Documents and Presentations

Example Templates Includes:

Open a provided Template Example to see how to customize a Template to interact with DarcyIQ

Templates Provided:

  • Word Docx Template

  • Powerpoint PPT Template

Organization Members

This section displays and manages your organization's team members.

Member Management Features

  • Search functionality to find specific members

  • Filter members by role

  • View active members list

  • Member information displayed:

    • Name

    • Email

    • Role

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Last updated 10 days ago

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