Tenant Management
Tenants are isolated customer workspaces. Each tenant has their own leads, users, pipelines, automations, and settings. The super admin creates and manages all tenants.
Viewing Tenantsโ
Go to Super Admin โ Tenants to see all tenant workspaces:
- Company name
- Admin email
- Plan
- Status (Active, Suspended, Trial)
- Subdomain
- Created date
- Lead count
Creating a Tenantโ
- Go to Super Admin โ Tenants.
- Click New Tenant.
- Fill in:
| Field | Description |
|---|---|
| Company Name | The tenant's company name (shown in their workspace header) |
| Admin Email | Email address of the tenant's primary admin user |
| Admin Name | Full name of the tenant's primary admin |
| Plan | Which subscription plan to assign |
| Subdomain | The subdomain for this workspace (e.g. acme โ acme.yourdomain.com) |
| Trial Ends At | Optional trial expiry date |
| Status | Active, Suspended, or Trial |
- Click Create Tenant.
The system:
- Creates the tenant workspace record
- Creates the tenant admin user account
- Sends a welcome email to the admin email with login instructions
Editing a Tenantโ
- Go to Super Admin โ Tenants.
- Click the edit icon on the tenant row.
- Update details (plan, status, company name, etc.).
- Save.
Suspending a Tenantโ
- Open the tenant record.
- Change Status to Suspended.
- Save.
Suspended tenants cannot log in. Their data is preserved. Use this for non-paying accounts.
Impersonating a Tenant (Log in as Tenant)โ
- Open the tenant record in Super Admin.
- Click Login as Tenant (or the impersonate icon).
- You are instantly logged in as the tenant admin โ without needing their password.
- To return to the super admin panel, click the Exit Impersonation button at the top of the screen.
This feature is for support/debugging purposes.
Deleting a Tenantโ
- Open the tenant record.
- Click Delete Tenant and confirm (must type the tenant name to confirm).
โ ๏ธ This is irreversible. All tenant data (leads, users, automations, settings) is permanently deleted. Back up the database first.
Changing a Tenant's Planโ
- Open the tenant record โ click Edit.
- Change the Plan field.
- Save.
New plan limits take effect immediately.
Tenant's Custom Domainโ
The tenant sets their own custom domain from their workspace settings. The super admin does not need to configure this.