Updating a Tenant and Managing Assigned Users

Each Tenant in The Smart DMS represents a separate business unit or client environment. You can update Tenant details and assign users who should have access to it.

To edit a Tenant and assign users, go to Tenants page, search for the Tenant you want to update and click edit. The form allows you to manage Tenant-specific details such as name, model prefix, activation status, and user access.

Tenant Details #

• Tenant Name
  Enter the name of the Tenant (e.g., Tenant 1, Downtown ISP, Garage Westlands). This is how you’ll identify the Tenant throughout the system.
• Model Prefix
  This prefix (e.g., T1-) is automatically added to model IDs (e.g., task IDs) created under this Tenant. Example: A task created under this Tenant may appear as T1-IN-FB-123.
• Is this a primary Tenant?
  • Set to Yes if this is the main Tenant for the organization.
• Active
  • Set to Yes if the Tenant is active and in use.
  • Setting this to No disables access and hides the Tenant from regular usage.

Tenant Users #

• Users
  Use this field to select which users should have access to this Tenant.
  • You can select multiple users from the dropdown list.
  • Use “Select All” to give access to all listed users.
  • These users will be able to log into the Tenant Panel and interact with features based on their assigned roles.

Tip: Users must first register and verify their account before they appear in this list.