Administer Multiple Tenants (Multi-Tenant)
The Vizion Platform allows the implementation of Multiple Tenants within one instance of the platform so that users can access more than one tenant (previously referred to as “program”). You can quickly identify when your instance is “multi-tenant” and that you have access to more than one tenant when there is a tenant name displayed under the user name in the upper right corner of the system window.
Access List of Tenants / Switch to Different Tenant
In the example below, multiple tenants have been set up by the Tenant Administrator and the user has access to each.
In the upper right corner of the system window, click the tenant name under the username to see a list of available tenants for this user.
If you do not see a tenant name under the user name, your system is either not multi-tenant or you do not have access to an additional tenant.
To switch to another tenant, just click the tenant name and the system will switch to the new tenant.
Assigning the Tenant Administrator
To manage multiple tenants for a Vizion Platform instance, OneVizion sets up the Administrator as a “Tenant Administrator.” This means the Administrator will see Tenant Admin in their list of tenants as shown below. The Administer Tenants page that provides access to all tenants for an instance is available in the Tenant Admin tenant.
Adding a Tenant
Steps to Add a Tenant | ||
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1 | Navigate to the Administer Tenants page in the Tenant Admin tenant. |
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2 | Click Add. |  |
3 | Complete the General tab. For detail information, see Tenant - General Tab. |  |
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5 | Click the Tenant Entities to Copy tab. For detail information, see Tenant Entities to Copy Tab. Click Apply. (You also have the option of clicking Save and switch to new tenant.) The Tenant Administrator is added as a user with a default Administrator security role OR if Security Roles was chosen as an entity (component) to copy, the Tenant Administrator is added as a user with all of the tenant security roles assigned. |  |
6 | You can click the Users tab and enter users for the tenant here. (If you need user access to a tenant that you did not create, you can use this tab to add yourself as a user for that tenant.) For detail information, see Tenant - Users Tab. To enter user information to a “User” Trackor, switch to the tenant and add the user to the appropriate User Trackor page. |  |
7 | You can click the Tenant Parameters tab to configure any tenant parameter for the new tenant. For information, see Tenant Parameters Tab. |  |
8 | Click OK. |
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Tenant - General Tab
Field Name | Field Description |
|---|---|
Tenant Name | Enter a name for the tenant. As of version 24.10, the tenant name is limited to 40 characters on the Add/Edit Tenant form. This change did not affect existing tenant names. |
Status | Select Active or Disabled. |
Level | Select the level of the tenant. Currently this field is not used; you can leave “Free Trial.” |
Description | Enter a description for the tenant. |
Can be a Source Tenant? | Select if this tenant can be a source for creating new tenants. When you click the Tenant Entities to Copy tab, this tenant will be an option to select when creating new tenants. |
Tenant Administrator | This is your email as Tenant Administrator. This allows you to have a user account in and be able to switch to this tenant. If necessary, add and verify a password. |
Tenant Entities to Copy Tab
Select a Source Tenant. All of the components for that tenant display. If you want to copy all components to the new tenant, click the double check icon and everything will be selected. Otherwise, you can click individual component check boxes to select all components for a component type OR click the plus sign for a component type to open the subgrid to make individual component selections there.
Tenant - Users Tab
Click Add to add a user and complete the fields as described below.
Field Name | Field Description |
|---|---|
User Name | User Name to be added. This must be unique for the tenant. |
User email address. Be sure to use the correct email as this determines a user’s tenant access. The email address can be found on any Vizion Platform page by clicking on the username or icon. Please note that this is important, as tenants may use different email addresses. | |
Password | User password (if necessary) |
Verify Password | Password verification (if using password) |
Disabled | Click when User is disabled. |
SuperUser | Click when User is a SuperUser/Administrator. |
Tenant Parameters Tab
For any parameter you want to set for the tenant, find and select the parameter and click Edit. Change the Value and click OK.
Tenant - Components Import Log Tab
The Components Import Log page allows administrators to see a log of Components that have been Imported for the tenant. Information including who ran imports, when, what warnings and errors were, etc.
Tenant - Components Audit Log Tab
The Components Audit Log tab records all changes made to the tenant.
Disable a Tenant
To disable a tenant, access the Administer Tenants page and:
Click the Tenant ID or select the tenant and click Edit.
Change the Status field to Disabled.
Click OK.
Users cannot log in or switch to a disabled tenant; however, all data is preserved so that the tenant can be reenabled.
Delete a Tenant
To delete a tenant, access the Administer Tenants page and:
Find and select the tenant to delete.
Click Delete.
An additional dialog box informing about the irreversibility of the process and the inability to restore data displays. The user will enter the tenant name and click Delete this tenant to complete the removal of the tenant.
(A zero tenant cannot be deleted; the Delete button will always be disabled.)
