Operations with Tenants

This section describes all operations that a Host user can perform with Tenants.

Create a new Tenant

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Create New Tenant.
4. Enter the tenancy name (unique code for your Tenant) in the Tenancy name field.
5. Enter the tenant name (name for your Tenant) in the Tenant name field.
6. Enter the email address of the admin user that you want to assign to this Tenant in the Admin email field.
7. Skip the Edition field.
8. Select the Active checkbox to make the Tenant active. Otherwise, do not select this button to keep the Tenant inactive.
9. Click Save. The new Tenant will appear in the Tenants list.

Log in as a Tenant

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to log in as.
4. Select a user of this tenant that you want to log in as by clicking the > button next to the user's name. You will be taken to the Tenants screen for this user.

Edit a Tenant name

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to edit.
4. Click Edit.
5. Enter the new tenant name in the Tenant name field.
6. Click Save.

Edit a Tenant's subscription end date

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to edit.
4. Click Edit.
5. Enter the subscription end date in UTC in the Subscription end date field, or select Unlimited time subscription.
6. Click Save.

Activate/Deactivate a Tenant

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to activate/deactivate.
4. Click Edit.
5. Check/uncheck the Active checkbox.
6. Click Save.

Edit Features

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to edit.
4. Click Features.
5. Select/deselect features for the tenant. To revert to the default selection, click Reset Special Features.
6. Click Save.

Unlock an Admin User for a Tenant

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to unlock the admin user from.
4. Click Unlock.

Delete a Tenant

1. Click the hamburger menu in the top-left corner.
2. Select Tenants.
3. Click Actions next to the tenant that you want to unlock the admin user from.
4. Click Delete.
5. Confirm deletion.