Managing Tenants

Only Partners can manage Tenants.

Features of the Tenants Screen

✅ View All Partners (Partners) – Displays a complete list of all Partners within the system. ✅ Sorting & Filtering Options – Quickly find Partners using column sorting and search filters.

✅ Add a New Distributor – Use the “Add Distributor” button in the top-right corner of the screen.

✅ View All Tenants – Displays a complete list of all Tenants within the system.

✅ Key Data Fields Include:

· Tenant Name & Tag · Parent Organisation (Partner managing the Tenant) · Number of Active Users · Total Storage Used · Total Emails Archived

Pagination Controls

✅ By default, 25 Tenants are displayed per page. ✅ Users can change the number of Tenants per page to 10, 25, 50, or 100.

✅ Pagination controls located in the bottom-right corner, allowing users to navigate through the list.

Additional actions from the Distributor screen

On the far right of every Partner record, there is a vertical ellipsis menu. From this menu, Super Users (SUs), Parent Distributors and Parent Partners can perform additional actions while acting as the Parent Partner.

✅ Login as [Tenant] – Allows the SU, Parent Distributor, Parent Partner to log in as the selected Tenant.

✅ Configure [Tenant] – Opens the Tenant’s settings.

✅ View Users – Displays all Users under the Tenant.

✅ View Imports – Provides access to import logs and data for the Partner.

Adding a New Tenant

To complete the Add Tenant form, you’ll need:

✅ Organisation Name – The name of the Tenant account.

✅ Organisation Tag – A unique identifier for easy differentiation.

✅ Emails Domains – This field is specific to adding tenants. Needed for …TODO. ✅ Administrator Details – The email, first name, and last name of the account administrator.

✅ Encryption Configuration – Choose between inheriting the Super User’s encryption key or setting a custom key.

Important: Encryption keys cannot be rolled or replaced. Any previously archived items will be irretrievable if the key is changed.

You can manage custom encryption key by expanding the Advanced Setting on the form.