Appearance
Tenants
The Tenants page lists every provisioned tenant across every customer and instance. From here you create new tenants, change their lifecycle, and drill into a tenant for detailed configuration, users, insights, and activity.
See Customers, Tenants & Instances for the conceptual model.
List page
Toolbar
- Search — matches tenant name or customer name.
- Status — All / Active / Suspended / Deleted / Provisioning.
- Customer — filter by customer.
- Instance — filter by instance.
- Clear — appears when any filter is active.
- New Tenant button (top right).
- Count chip — "N tenants" or "N of X" when filtered.
Columns
| Column | Notes |
|---|---|
| Tenant Name | Clickable link to the tenant detail page. |
| Customer | Owning customer. |
| Instance | Hosting instance. |
| Status | Active / Suspended / Deleted / Provisioning. A red sync-failure badge appears beside the status if sync is failing or stuck (with the attempt count). |
| Created | Relative timestamp. |
| Actions | Row-hover icon buttons. |
Row actions
| Action | Available when | Required role | Behaviour |
|---|---|---|---|
| Suspend (pause icon) | Active | Any internal role with the tenant in scope | Direct action — no modal. |
| Resume (play icon) | Suspended | Any internal role with the tenant in scope | Direct action. |
| Delete (trash icon) | Active or Suspended | platform_admin or infra_ops only | Modal with a required reason. Purges Mongo data and marks the tenant deleted. Terminal — no restore. |
Account managers and QA admins see Suspend / Resume on tenants within their assigned scope, but Delete is hidden from them. See roles-and-permissions.md §2.1 for the full matrix.
Creating a new tenant
Click New Tenant. The modal has multiple sections:
Basics (required)
- Name — display name.
- Customer — owning customer.
- Instance — target instance.
- Environment — DEV / QA / UAT / STAGING / DEMO / PRE_PROD / PROD.
- Description.
Licensing & Modules (required)
- User License Count — total user seats.
- Project License Count — total project seats.
- License Expiration Date — required.
- Modules — multi-select chip group. The
CONFIG_MODULESmodule is added automatically.
Primary Contact (optional)
- Name, Phone, Email.
Address (optional)
- Street, City, Pincode, Country.
Features (optional)
- GeoTagging, Angular Dashboard, PowerBI Dashboard toggles.
Tags (optional)
Key-value editor for free-form metadata.
Click Create Tenant. The tenant enters provisioning status while the target instance is prepared, then transitions to active.
Tenant detail page
Header
- Tenant name and status badge.
- Action buttons appropriate to the status — Suspend / Resume / Delete / Move. Same role gates as the list-page row actions; Move additionally requires
platform_admin.
Banners
- Pending Grants — appears when user grants are stuck. Click Reissue grants to retry.
- Sync Status — red if sync is failing, with the attempt count and last error. Click Retry sync. Neutral if pending. Hidden if in sync.
Overview tab
Cards in a two-column grid. Each is editable independently with Edit / Save / Cancel buttons.
- Details — Name, Environment, Description, Idle Timeout (0 = disabled), Created, Updated, Customer link, Instance link, Tenant ID (immutable).
- Licensing & Features — User/Project license counts, License Expiration, GeoTagging / Angular / PowerBI toggles.
- Address — Street, City, Country, Pincode.
- Primary Contact — Name, Phone, Email.
- Modules — chip list; edit mode shows a multi-select.
Users tab
A server-paginated table of users assigned to this tenant.
Columns: Name, Email, Role (Tenant User / Tenant Admin selector), Status, Provisioned instances, Actions.
Filters: Status, Role.
Toolbar buttons:
- Invite Users — bulk invite directly into this tenant.
- Bulk Assign — assign existing customer users to this tenant in one action.
Per-row actions include changing role inline, suspending or reactivating, and resending invites.
Insights tab
Usage analytics for the tenant.
- Date range toggle — 7d / 30d / 90d.
- Summary cards — MAU, Avg DAU, Workflow executions, Avg Error Rate.
- Tables side by side — Daily Active Users (date + sparkline), Workflow Executions, Error Rate.
Activity tab
A chronological timeline of changes to this tenant — who edited what, when, with metadata. Driven by the audit log.
Moving a tenant
Click Move in the header. A modal asks for the target customer. On confirmation the Console shows a detailed summary: assignments relinked, users created, grants issued, deduplicated, failed, billing updated.
Moving a tenant changes ownership only. The tenant stays on the same instance with the same environment, modules, and licensing.
Migrating a tenant to a different instance
Tenant migration happens through the Migrations page — not from the tenant detail page. Use a Tenant Clone or Tenant Export/Import job there.

