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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

ColumnNotes
Tenant NameClickable link to the tenant detail page.
CustomerOwning customer.
InstanceHosting instance.
StatusActive / Suspended / Deleted / Provisioning. A red sync-failure badge appears beside the status if sync is failing or stuck (with the attempt count).
CreatedRelative timestamp.
ActionsRow-hover icon buttons.

Row actions

ActionAvailable whenRequired roleBehaviour
Suspend (pause icon)ActiveAny internal role with the tenant in scopeDirect action — no modal.
Resume (play icon)SuspendedAny internal role with the tenant in scopeDirect action.
Delete (trash icon)Active or Suspendedplatform_admin or infra_ops onlyModal 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_MODULES module 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

  • 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.