Tenant Dashboard & Details
As an admin, you have full visibility into every tenant on your platform. The tenant detail view shows you everything about a specific tenant โ their plan, usage, subscription status, and more.
Accessing Tenant Detailsโ
- Go to Customers in the main Perfex CRM sidebar
- Click on any customer/client that is a SaaS tenant
- You'll see the standard Perfex client view, PLUS a SaaS Tenant section
What You Can Seeโ
Subscription Informationโ
Subscription details at a glance โ company info, domain, plan, creation date, and expiry
| Information | Description |
|---|---|
| Company's Name | The tenant's registered company name |
| Company's Domain | The URL the tenant uses to access their CRM |
| Selected Plan | Which subscription plan they're on |
| Created at | When the tenant account was created |
| Plan Expiry Date | When their current billing period ends |
| Next Invoice Date | When the next invoice will be generated |
Plan Usage & Quotasโ
The admin panel shows you exactly how much of their plan quota each tenant has used:
At-a-glance view of tenant usage โ Total Customers 0/2, Total Invoices 0/2, Total Projects 0/2, etc.
Comprehensive admin view showing the tenant's plan, next invoice date, and all resource counters
You can see at a glance:
- Total Customers used / limit
- Total Invoices used / limit
- Total Estimates used / limit
- Total Proposals used / limit
- Total Contracts used / limit
- Total Projects used / limit
- Total Tasks used / limit
- Total Leads used / limit
- Total Staffs used / limit
- Total Tickets used / limit
- Total Credit Notes used / limit
- Total Expenses used / limit
Custom Domain Statusโ
If the tenant has a custom domain configured, you'll see it here:
View the tenant's custom domain and manage their add-ons from the admin panel
Available Add-onsโ
Below the custom domain section, you'll see which add-ons are available and which are enabled for this specific tenant.
Common Admin Tasksโ
Change a Tenant's Planโ
- Open the tenant's profile
- Go to the SaaS section
- Change the plan from the dropdown
- Save โ the new plan limits take effect immediately
Extend a Tenant's Subscriptionโ
- Open the tenant's profile
- Adjust the plan expiry date
- Save
View a Tenant's CRMโ
Click on the tenant's Company Domain link to open their CRM in a new tab. This lets you see exactly what the tenant sees.
Delete a Tenantโ
- Open the tenant's profile
- Use the delete option
- Confirm โ this will delete the tenant's database and all their data
Deleting a tenant is permanent! All their data, database, and configuration will be removed. Make sure you (or the tenant) have backups if needed.
Monitoring Multiple Tenantsโ
For a bird's-eye view of all tenants:
- Go to Customers and filter by SaaS tenants
- Check the SaaS Activity Log for recent events
- Review the admin dashboard for overall platform health
Know your dashboard? Learn about the Find My Tenant feature โ a self-service tool that helps your tenants find their login URL.