Tenant management is the partner console: where a Cloudby partner creates, deploys, configures and monitors the client organisations (tenants) they run. It is the multi-tenant administration layer that sits above any single organisation, used by partner staff rather than by a tenant's own users.
- What a partner manages here
- The tenant lifecycle
- What each tenant tab covers
- How this differs from an org's own settings
Anatomy of the screen
A tenant is managed through a set of tabs: Organisation (its profile), Settings, Subscription & Features (its plan, modules and limits), Users, Backups, Activities (an audit log) and Statistics (usage and quotas). A tenant also carries an environment (Live or Sandbox), a hosting reference, and a URL generated when it is deployed.
How it behaves
The tenant lifecycle
A tenant runs Draft, Confirmed, Complete, then Discarded, with Hold available. A partner creates a tenant, stages its organisation, users and settings, and deploys it, which provisions its live URL. From then on the Subscription & Features tab controls which modules the tenant has and its limits, while Backups, Activities and Statistics let the partner operate and watch over it. A quota caps how many tenants a partner may create.
Partner level, not tenant level
This console is distinct from an organisation's own settings. A tenant's users manage their own company inside their org; the partner manages the fleet of tenants from here, a level above, with the power to deploy, configure features, back up and monitor each one.
Worked example
A partner onboards a new client by creating a tenant, applying a configurator preset for the client's country and trade, setting the feature plan they have bought, and deploying. The client receives a ready-to-use organisation at its own URL, while the partner retains the console to support and monitor it.
Edge cases and good practice
- Use Sandbox to rehearse a tenant before a Live deployment.
- Set features to the plan sold, so a tenant gets exactly what it is entitled to.
- Watch the tenant quota; it caps how many a partner can stand up.
Related
- Reference: Configurator (seeding a new tenant)
- Reference: Company profile (a tenant's own settings)