Managing Tenants

Tenants are a group of users who can log in as part of a single organizational entity. Tenants are offered application services under management of a Service Provider (either an ISV or through an intermediary MSP). Tenants can be individually configured with their own set of applications, objects, reports, and other elements while taking up residence within the overall hosted installation.

MSPs can use the Tenant Management System application to manage Tenants.

Working with the Tenant Management System application

The Tenant Management System application is available to users with the System Administrator Default Role Additional users can be granted access to customize the Tenant Management System, via the Visibility setting

Creating a Tenant

1. Click Tenant Management System application > QuickLinks
2. Click the Create New Tenant link
3. Complete the information in the form
4. Click the [Sign Up] button.
   The tenancy is created, but the email address must be validated in order to complete the registration process.
5. A Welcome Email Message is sent to the user

   The user must validate the email address in order to complete the email validation process and create the tenancy

6. When the user logs in again, this message is displayed.
   (If the email address is not verified within seven (7) days, the Post-Registration Email Address Verification process is activated.)

Editing a Tenant or MSP

1. Click Tenant Management System application > Tenants
2. Click the tenant's folder icon to see tenant details

See also: Manage Tenant Capabilities

Deleting a Tenant

1. Click Tenant Management System application > Tenants
2. Click the tenant to select
   Tenant is highlighted
3. Click More Actions > Delete