Manage a client organisation

Last updated: August 29, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Partner Console in the reference.

What this does

Once a client is live, the Partner Console is where you look after it: its settings, the features it has, who can access it, its backups, and a record of activity.

Open the tenant

From Menu > Partner Console, open the client. Its tabs cover everything you maintain.

The Organisation tab of a deployed tenant, showing its details synced from the live client organisation
The Organisation tab — the client’s details, synced from the live tenant

The tabs

  • Organisation. The client organisation details, kept in step with the live tenant.
  • Settings. Admin and user notices (with expiry) and scheduled downtime windows are yours to set here. Commence, suspend and terminate dates are also shown, but as a read-only record synced from the tenant, not fields you edit from this tab.
  • Subscription & Features. The modules and features the client has switched on.
  • Users. The partner users who may access this client organisation.
  • Backups. Create, restore and remove backups.
  • Activities. The activity log for the client, so you can see what happened and when.
  • Statistics. A read-only usage snapshot — how many records of each kind (users, ledger entries, documents, storage used) the client organisation holds, by module.
The Subscription and Features tab, listing every module (Organisations, Sales, Inventory, Finance and more) as an on/off checkbox
Subscription & Features: every module the client can be given access to
The Backups tab, with a Create Backup form and a Restore Backup list showing one backup with Load and delete actions
Backups: create one, then Load (restore) or delete it later
The Statistics tab, showing record counts and storage used per module such as Organisation and Finance
Statistics: a read-only usage snapshot, by module

The service lifecycle

A tenant moves through Draft, Active, Hold and Complete (service ended), driven by the status button at the top of the tenant: Deploy to go from Draft to Active, Deactivate to put an Active tenant on Hold, Activate (or Restore, once ended) to bring it back, and End Of Service to complete it. A Complete tenant can finally be Deleted — this is permanent, and destroys the live organisation.

The status dropdown on an Active tenant, offering Deactivate and End Of Service
The status button doubles as the action menu — here, on an Active tenant
Good to know. Notices and downtime windows let you tell a client about maintenance in advance, shown to their administrators and users at the times you set.

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